Balance Point Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Balance Point Capital Partners has invested in 1 company.

Balance Point Capital Partners’ most common sectors for investment are media (20%) and aerospace (8%). The Firm’s most common investment types include growth capital (43%) and buyout (lbo, mbo, mbi) (35%). In total, Balance Point Capital Partners has invested in 14 US states.

In the last 3 years, Balance Point Capital Partners has exited 2 companies. The Firm’s most common exit type is trade sale (67%). Balance Point Capital Partners’ largest (disclosed) exit occurred in 2017 when it sold Grindmaster-Cecilware for $108M.

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity26
    • M&A Sell Activity6
  • Total Sectors Invested 15
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 28

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 19 4 - 1 1 1 26
Sell (1.0/yr) # 1 2 1 1 1 - 6
vol $108M $108M
  32

Most Recent M&A

Company Date Value Type
Prime Technology Group LLC 2020-01-07 - Secondary Buyout
Wayne, Pennsylvania · www.primetgi.com
Clarus Commerce LLC 2019-07-08 - Secondary Buyout
Rocky Hill, Connecticut · www.claruscommerce.com
Budderfly, Inc. 2019-07-01 - Growth Capital
Shelton, Connecticut · www.budderfly.com
Trendline Interactive 2018-09-05 - Acquisition Financing
Austin, Texas · www.trendlineinteractive.com
Meridien Research Group 2018-04-16 - Secondary Buyout
Tampa, Florida · www.meridienresearch.net
Grindmaster-Cecilware Corp. 2017-03-02 108M USD Add-on Acquisition
Louisville, Kentucky · www.gmcw.com
HALO Innovations, Inc. 2016-12-12 - Add-on Acquisition
Minnetonka, Minnesota · www.halosleep.com
GigaTrust 2016-10-11 - Growth Capital
Herndon, Virginia · www.gigatrust.com
Clarus Commerce LLC 2016-05-16 - Growth Capital
Rocky Hill, Connecticut · www.claruscommerce.com
ACL AirShop LLC 2016-03-30 - Buyout (LBO, MBO, MBI)
Greenville, South Carolina · www.aclairshop.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Trendline Interactive 2018-09-05 Inbox Marketer 2019-04-22 2
Austin, Texas · www.trendlineinteractive.com Guelph, Ontario · www.inboxmarketer.com
Trendline Interactive 2018-09-05 Inbox Pros 2018-09-05 1
Austin, Texas · www.trendlineinteractive.com Atlanta, Georgia · www.inboxpros.com
Awareness Technologies, Inc. 2010-05-17 Screen Time Labs Ltd. 2016-11-08 2
Palm City, Florida · www.awarenesstechnologies.com Bristol, United Kingdom · www.screentimelabs.com
Food Evolution LLC 2014-09-29 Fresh & Ready Foods, Inc. 2016-01-26 1
Schiller Park, Illinois San Fernando, California · www.freshandreadyfoods.com
Patch Products LLC 2014-09-17 Maykah, Inc. (dba Roominate) 2016-01-06 2
Beloit, Wisconsin · www.patchproducts.com Santa Clara, California · www.roominatetoy.com
Wholesome Sweeteners, Inc. 2012-04-19 TruSweets LLC 2015-12-01 1
Sugar Land, Texas · www.wholesomesweeteners.com Wheeling, Illinois · www.trusweets.com
Patch Products LLC 2014-09-17 American Innovative - Onaroo 2014-11-03 1
Beloit, Wisconsin · www.patchproducts.com , United States
Awareness Technologies, Inc. 2010-05-17 LegiTime Technologies 2010-07-19 1
Palm City, Florida · www.awarenesstechnologies.com Westport, Connecticut · www.legitime.net

M&A by Sector

Sector Current # Value All-time # Value
Media 5 (26%) - 5 (19%) -
Aerospace 1 (5%) - 2 (8%) -
Consumer Products 1 (5%) - 2 (8%) -
Food 2 (11%) - 2 (8%) -
Information Technology 2 (11%) - 2 (8%) -
Internet Software and Services 1 (5%) - 2 (8%) -
Life Science 1 (5%) - 2 (8%) -
Software 2 (11%) - 2 (8%) -
Consumer Services - - 1 (4%) -
Digital Media - - 1 (4%) -
Healthcare Services 1 (5%) - 1 (4%) -
Leisure 1 (5%) - 1 (4%) -
Machinery - - 1 (4%) -
Marketing 1 (5%) - 1 (4%) -
Restaurants 1 (5%) - 1 (4%) -
Total 19 - 26 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 19 (100%) - 26 (100%) -
  Connecticut 3 (16%) - 4 (15%) -
  Texas 3 (16%) - 3 (12%) -
  Florida 2 (11%) - 3 (12%) -
  Illinois 2 (11%) - 2 (8%) -
  California 2 (11%) - 2 (8%) -
  Pennsylvania 2 (11%) - 2 (8%) -
  New York 2 (11%) - 2 (8%) -
  South Carolina 1 (5%) - 2 (8%) -
  Wisconsin 1 (5%) - 1 (4%) -
  Virginia 1 (5%) - 1 (4%) -
  Minnesota - - 1 (4%) -
  Michigan - - 1 (4%) -
  Kentucky - - 1 (4%) -
  New Jersey - - 1 (4%) -
Total 19 - 26 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (47%) - 11 (42%) -
Buyout (LBO, MBO, MBI) 6 (32%) - 9 (35%) -
Consolidation 1 (5%) - 2 (8%) -
Secondary Buyout 1 (5%) - 2 (8%) -
Acquisition Financing 1 (5%) - 1 (4%) -
Recapitalization 1 (5%) - 1 (4%) -
Total 19 - 26 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (50%) -
Secondary Sale 2 (33%) -
Trade Sale - Public Company 1 (17%) 108M (100%)
Total 6 $108M

Deal Values

sell # Total
$100M to $1B 1 $108M
TOTAL $108M
Largest Grindmaster-Cecilware Corp.
$108M (2017-03-02)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
2 100%
Exited to
PE Firm(s)
33%
2 33%
Strategic(s)
67%
4 67%

Investor Summary

Size

Small

PE Assets

220M USD

Established

2011

Specialist/Generalist

Generalist

Leadership

Seth W. Alvord

Managing Partner

B. Lance Sauerteig

Partner

Justin M. Kaplan

Partner

Philip E. Theoharides

Managing Director

Nathan D. Elliott

Director

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