Balance Point Capital Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Balance Point Capital Partners has acquired 2 companies. It has also invested in 10 others.

Balance Point Capital Partners’ most common sectors for investment aremedia (14%) and business services (12%) . The Firm’s most common investment types include growth capital (56%) and buyout (lbo, mbo, mbi) (28%). In total, Balance Point Capital Partners has invested in 17 US states.

In the last 3 years, Balance Point Capital Partners has exited 7 companies. The Firm’s most common exit type is trade sale (54%). Balance Point Capital Partners’ largest (disclosed) exit occurred in 2020 when it sold Wholesome Sweeteners for $180M.

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M&A Summary

  • M&A Total Activity49
    • M&A Buy Activity36
    • M&A Sell Activity13
  • Total Sectors Invested 18
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 37

Balance Point Capital Partners LP

285 Riverside Avenue, Suite 200,
Westport, Connecticut 06880
United States
(203) 652-8250
www.balancepointcapital.com
info@balancepointcapital.com

Balance Point Capital Advisors is a provider of equity and debt capital to middle-market US-based companies. The Firm looks to invest $5 to $30 million in companies generating up to $150 million in revenue. Funds are used to support a variety of needs, including private equity sponsored buyouts, strategic acquisitions, refinancings, management buyouts, leveraged recapitalizations, and growth capital financing needs. Balance Point Capital is based in Westport, Connecticut.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Consumer Products, Consumer Services, Defense, Digital Media, Food, Healthcare Services, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Media, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Recapitalization, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 150
Target EBITDA 3 30
Investment Size 5 30
Enterprise Value 10 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.6/yr) # 23 1 2 4 1 5 36
Sell (1.8/yr) # 4 2 1 2 1 3 13
vol $108M $180M $288M
  49

Most Recent M&A

Company Date Value Type
Sylmar Group 2022-11-08 - Growth Capital
Los Angeles, California · www.sylmargrp.com
CraneTech, Inc. 2022-10-31 - Growth Capital
Stockton, California · www.cranetechusa.com
Family Entertainment Group LLC 2022-07-21 - Secondary Buyout
Itasca, Illinois · www.fegllc.com
The Stable Group LLC 2022-07-13 - Add-on Acquisition
Minneapolis, Minnesota · www.thestable.com
Budderfly, Inc. 2022-07-11 - Secondary Buyout
Shelton, Connecticut · www.budderfly.com
Apollo Intelligence LLC 2022-06-07 - Buyout (LBO, MBO, MBI)
Watertown, Massachusetts · www.apollointelligence.net
Concord Servicing Corp. 2022-03-15 - Growth Capital
Scottsdale, Arizona · www.concordservicing.com
ABTB Mid-Atlantic Holding Co. 2022-01-18 - Growth Capital
, Virginia
Raw Sugar LLC 2021-08-31 - Growth Capital
Sarasota, Florida · www.rawsugarliving.com
ACL AirShop LLC 2021-04-22 - Secondary Buyout
Greenville, South Carolina · www.aclairshop.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Patch Products LLC 2014-09-17 American Innovative - Onaroo 2014-11-03 2
Beloit, Wisconsin · www.patchproducts.com , United States

M&A by Sector

Sector Current # Value All-time # Value
Media 5 (23%) - 5 (14%) -
Business Services 3 (14%) - 4 (11%) -
Consumer Products 3 (14%) - 4 (11%) -
Information Technology 1 (5%) - 3 (8%) -
Aerospace - - 2 (6%) -
Food 1 (5%) - 2 (6%) -
Healthcare Services 2 (9%) - 2 (6%) -
Internet Software and Services - - 2 (6%) -
Life Science 1 (5%) - 2 (6%) -
Restaurants 2 (9%) - 2 (6%) -
Consumer Services - - 1 (3%) -
Digital Media - - 1 (3%) -
Financial Services 1 (5%) - 1 (3%) -
Leisure - - 1 (3%) -
Machinery - - 1 (3%) -
Marketing 1 (5%) - 1 (3%) -
Retail 1 (5%) - 1 (3%) -
Software 1 (5%) - 1 (3%) -
Total 22 - 36 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 22 (100%) - 36 (100%) -
  Connecticut 3 (14%) - 6 (17%) -
  California 4 (18%) - 4 (11%) -
  Florida 3 (14%) - 4 (11%) -
  Texas 1 (5%) - 3 (8%) -
  Virginia 2 (9%) - 2 (6%) -
  Pennsylvania 2 (9%) - 2 (6%) -
  New York 2 (9%) - 2 (6%) -
  Illinois 1 (5%) - 2 (6%) -
  South Carolina - - 2 (6%) -
  Minnesota - - 2 (6%) -
  Arizona 1 (5%) - 1 (3%) -
  Wisconsin 1 (5%) - 1 (3%) -
  North Carolina 1 (5%) - 1 (3%) -
  Massachusetts 1 (5%) - 1 (3%) -
  New Jersey - - 1 (3%) -
  Michigan - - 1 (3%) -
  Kentucky - - 1 (3%) -
Total 22 - 36 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 15 (68%) - 20 (56%) -
Buyout (LBO, MBO, MBI) 4 (18%) - 10 (28%) -
Consolidation 1 (5%) - 2 (6%) -
Secondary Buyout 1 (5%) - 2 (6%) -
Acquisition Financing 1 (5%) - 1 (3%) -
Recapitalization - - 1 (3%) -
Total 22 - 36 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (46%) -
Trade Sale 4 (31%) -
Trade Sale - Public Company 3 (23%) 288M (100%)
Total 13 $288M

Deal Values

sell # Total
$100M to $1B 2 $288M
TOTAL $288M
Largest Wholesome Sweeteners, Inc.
$180M (2020-12-17)

M&A Connections

Deals
Acquired from
Investor(s)
6%
2 (6%)
Exited to
Investor(s)
46%
6 (46%)
Strategic(s)
54%
7 (54%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Small

PE Assets

220M USD

Established

2011

Specialist/Generalist

Generalist

Leadership

Seth Alvord

Founder & Managing Partner

B. Lance Sauerteig

Partner

Eric Dale

Partner

Nathan Elliott

Senior Managing Director

Amanda Meltzer

CFO

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