Balance Point Capital Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Balance Point Capital Partners has acquired 6 companies. It has also invested in 9 others.

Balance Point Capital Partners’ most common sectors for investment arebusiness services (18%) and media (11%) . The Firm’s most common investment types include growth capital (57%) and buyout (lbo, mbo, mbi) (27%). In total, Balance Point Capital Partners has invested in 19 US states and 3 different countries.

In the last 3 years, Balance Point Capital Partners has exited 5 companies. The Firm’s most common exit type is trade sale (57%). 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 Activity62
    • M&A Buy Activity46
    • M&A Sell Activity16
  • Total Sectors Invested 20
  • Total Countries Invested 3
  • 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 $10 $150 million in revenue. The Firm invest in the range of $15 to $75 million with and enterprise value of $10 to $150 million. Funds are used to support a variety of needs, including private equity sponsored buyouts, strategic acquisitions, refinancing's, 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 5 30
Investment Size 15 75
Enterprise Value 10 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.0/yr) # 26 5 1 5 2 7 46
Sell (1.4/yr) # 9 2 1 3 1 - 16
vol $108M $180M $288M
  62

Most Recent M&A

Company Date Value Type
SPS PoolCare 2024-08-27 - Growth Capital
Austin, Texas · www.spspoolcare.com
Lightbridge Academy 2024-06-20 - Growth Capital
Iselin, New Jersey · www.lightbridgeacademy.com
Essential Turbines, Inc. 2024-05-29 - Growth Capital
Dorval, Quebec · www.essentialturbines.com
SG Homecare 2024-05-20 - Secondary Buyout
Tustin, California · www.sgdme.com
John Staurulakis, Inc. 2024-05-09 - Secondary Buyout
Greenbelt, Maryland · www.jsitel.com
Firehook Bakery of Virginia, Inc. 2024-04-15 - Buyout (LBO, MBO, MBI)
Chantilly, Virginia · www.firehook.com
BenefitHub, Inc. 2024-04-10 - Buyout (LBO, MBO, MBI)
New York City, New York · www.benefithub.com
Innovia Medical LLC 2023-04-04 - Secondary Buyout
St. Paul, Minnesota · www.innoviamedical.com
Supreme Optimization LLC 2023-03-14 - Growth Capital
San Juan, Puerto Rico · www.supremegroup.io
Excellarate 2023-01-26 - Trade Sale
Wayne, Pennsylvania · www.excellarate.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 7 (28%) - 8 (17%) -
Media 1 (4%) - 5 (11%) -
Consumer Products 2 (8%) - 4 (9%) -
Information Technology 1 (4%) - 4 (9%) -
Aerospace 1 (4%) - 3 (7%) -
Food 2 (8%) - 3 (7%) -
Healthcare Services 2 (8%) - 2 (4%) -
Internet Software and Services - - 2 (4%) -
Life Science 1 (4%) - 2 (4%) -
Medical Products 2 (8%) - 2 (4%) -
Restaurants 2 (8%) - 2 (4%) -
Consumer Services - - 1 (2%) -
Digital Media - - 1 (2%) -
Education 1 (4%) - 1 (2%) -
Financial Services 1 (4%) - 1 (2%) -
Leisure - - 1 (2%) -
Machinery - - 1 (2%) -
Marketing 1 (4%) - 1 (2%) -
Retail 1 (4%) - 1 (2%) -
Software - - 1 (2%) -
Total 25 - 46 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 23 (92%) - 44 (96%) -
  California 5 (20%) - 6 (13%) -
  Connecticut 2 (8%) - 6 (13%) -
  Texas 2 (8%) - 4 (9%) -
  Virginia 2 (8%) - 3 (7%) -
  New York 2 (8%) - 3 (7%) -
  Florida 1 (4%) - 3 (7%) -
  Minnesota 1 (4%) - 3 (7%) -
  Illinois 1 (4%) - 2 (4%) -
  Pennsylvania 1 (4%) - 2 (4%) -
  New Jersey 1 (4%) - 2 (4%) -
  South Carolina - - 2 (4%) -
  Arizona 1 (4%) - 1 (2%) -
  Ohio 1 (4%) - 1 (2%) -
  North Carolina 1 (4%) - 1 (2%) -
  Massachusetts 1 (4%) - 1 (2%) -
  Maryland 1 (4%) - 1 (2%) -
  Wisconsin - - 1 (2%) -
  Michigan - - 1 (2%) -
  Kentucky - - 1 (2%) -
Canada 1 (4%) - 1 (2%) -
  Quebec 1 (4%) - 1 (2%) -
Puerto Rico 1 (4%) - 1 (2%) -
Domestic 23 (92%) - 44 (96%) -
Cross-border 2 (8%) - 2 (4%) -
Total 25 - 46 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 16 (64%) - 26 (57%) -
Buyout (LBO, MBO, MBI) 5 (20%) - 12 (26%) -
Secondary Buyout 3 (12%) - 5 (11%) -
Consolidation 1 (4%) - 2 (4%) -
Recapitalization - - 1 (2%) -
Total 25 - 46 -

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (44%) -
Trade Sale 6 (38%) -
Trade Sale - Public Company 3 (19%) 288M (100%)
Total 16 $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)
11%
5 (11%)
Exited to
Investor(s)
44%
7 (44%)
Strategic(s)
56%
9 (56%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Small

PE Assets

1.7B USD

Established

2007

Specialist/Generalist

Generalist

Leadership

Seth Alvord

Founder & Managing Partner

Kellyn Riccitelli

Managing Director & Head of Investor Relations

Adam Sauerteig

Partner

Justin Kaplan

Partner

Nathan Elliott

Partner & Head of Portfolio Management

FAQ

When was Balance Point Capital Partners LP founded?

Balance Point Capital Partners LP was founded in 2007.

What type of investor is Balance Point Capital Partners LP?

Balance Point Capital Partners LP is a mezzanine finance firm.

Where is Balance Point Capital Partners LP headquartered?

Balance Point Capital Partners LP is headquartered in Westport, Connecticut.

How much capital does Balance Point Capital Partners LP have under management?

Balance Point Capital Partners LP has 1.7B USD under management.

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