Edward Lee Bio

Edward Lee serves as a Vice President at Balance Point Capital. His responsibilities include investment origination, underwriting, deal execution, and portfolio management. Prior to joining Balance Point, Edward was a Vice President at OFS Capital Management responsible for the origination and underwriting of new investment opportunities as well as ongoing portfolio management within the middle market direct lending strategy. Before that, he was an Associate at CSG Partners, a boutique investment bank focused on M&A and leveraged ESOP advisory. Prior to that, Edward was a Financial Analyst at Barclays Corporate and Investment Bank. Edward began his career as an Accountant at DFP Partners.