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Balance Point Capital Advisors Announces Key Promotions

On January 15, 2026, Balance Point Capital Advisors, LLC, based in Westport, Connecticut, made waves in the finance sector with the announcement of major promotions within its investment team. Grant Groher has been elevated to the rank of Senior Managing Director, while Dan Freshman has been promoted to Managing Director. These strategic advancements underline the firm's ongoing growth and its unwavering commitment to acknowledge the contributions of its dedicated employees whose efforts significantly contribute to the organization’s success.

“Today’s promotions reflect the exemplary capabilities of our team and the robust leadership foundation we are building,” stated Seth Alvord, Managing Partner at Balance Point. He further emphasized that both Grant and Dan have earned their new titles through their exceptional results, unwavering dedication, and impactful presence within the firm. Alvord expressed confidence in the team's future, citing a promising outlook for opportunity in 2026.

Grant Groher, who joined Balance Point in 2017, previously served as a Managing Director. In his new Senior Managing Director role, he will maintain his focus on pivotal areas such as deal origination, execution, and portfolio management. His previous tenure at Credit Suisse Securities (USA) LLC equipped him with extensive experience in the Financial Sponsors Group, where he played an instrumental role in orchestrating due diligence and underwriting processes for prominent sponsor-led leveraged buyouts and mergers and acquisitions. Grant's career in the financial services sector has spanned various industries, encompassing Healthcare, Technology, Telecommunications, Industrials, and Consumer Retail. He holds both a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from the University of Virginia.

Dan Freshman started his journey with Balance Point in 2018 as a Principal. His promotion to Managing Director emphasizes the firm’s trust in his abilities to drive deal origination and execution. Dan's previous experience includes working with Tudor Investment Corporation, specifically on a long/short equity team focused on investments within the industrial and business services sectors. Educated at Duke University, Dan is also recognized as a CFA Charterholder, showcasing his qualifications and dedication to the investment profession.

In addition to these prominent promotions, Balance Point is also celebrating the achievements of other team members. Josh Lyvers has been elevated to the position of Principal, James O'Connor to Vice President, and Wills Danielsen and Kelan Betancourt have been promoted to Senior Associates. Adam Sauerteig, Partner at Balance Point, remarked, “Our achievements are powered by the talented individuals who bring their passion and commitment to work each day. Recognizing these accomplishments is particularly gratifying as we kick off 2026 filled with excitement and a shared vision for what’s next.”

About Balance Point Capital Advisors

Balance Point is a respected alternative investment management firm, concentrating on the lower middle market and managing approximately $2.3 billion in assets. The company invests both debt and equity capital across various investment vehicles, undertaking a partnership approach to foster long-term relationships with partners, management teams, and intermediaries. As a registered investment adviser, Balance Point's commitment to excellence continues to drive its growth and success in the industry. To learn more about Balance Point and its strategic initiatives, visit www.balancepointcapital.com.