#United States #Westport, Connecticut #private credit #Balance Point #Capital Advisors

Balance Point Capital Raises Funds

Balance Point Capital Advisors, LLC, commonly referred to as Balance Point, has made significant strides in the private credit sector by completing the closings of its two latest investment funds: Balance Point Capital Partners VI, L.P. and Balance Point Capital Partners VII, L.P. with a remarkable total capital raise of over $880 million. This achievement not only showcases Balance Point’s strong market presence but also solidifies its position as a leading private credit platform within the U.S. lower middle market (LMM).

With a total of $2.3 billion in assets under management, Balance Point is poised to continue delivering flexible debt and equity capital solutions to enterprises in the U.S. LMM. The firm's strategic approach aims to capitalize on the structural inefficiencies present in this market segment, which often requires tailored financial solutions.

Investment Strategy

Balance Point’s two newly raised funds adhere to the company’s longstanding investment strategy, which emphasizes collaboration with sponsors and management teams while primarily targeting asset-light businesses. These companies are typically characterized by scalable cost structures, low recurring capital investment needs, and strong visibility in financial performance. Seth Alvord, Managing Partner at Balance Point, expressed pride in the successful fundraising efforts, particularly given the challenging fundraising landscape. He remarked, “To have closed two funds in what has been a difficult fundraising environment is an achievement that speaks to the power of our platform and the continued support of our valued partners.”

Experienced Team

Balance Point has developed a formidable team that brings 17 years of industry expertise and has executed over 100 debt and equity investments throughout various economic cycles. This deep experience in underwriting investments allows Balance Point to navigate the complexities of various sectors effectively, thus reinforcing the strength of its investment platform.

The recent closures of Balance Point Capital Partners VI and VII signal the firm’s commitment to its fundamental principles, driving it forward in its objectives for years to come. By applying rigorous standards in their investment decisions, Balance Point aims to maintain long-term, fruitful relationships with partners, management teams, and intermediaries in the field.

About Balance Point Capital

As a registered investment adviser, Balance Point specializes in alternative investments specifically tailored for the lower middle market. They strategically invest both debt and equity capital across a diverse range of companies and investment vehicles, aligning their interests closely with the success of their partners. For more details about their operations and investment strategies, visit their official website at balancepointcapital.com.

In conclusion, Balance Point Capital is thriving amid the complexities of the financial markets. Future endeavors will likely see increased influence and market share as the firm leverages its significant resources and expert knowledge in private credit investments.