Investment Summary |
|
|---|---|
| Date | 2022-11-08 |
| Target | Sylmar |
| Sector | Business Services |
| Investor(s) | Balance Point Capital Partners |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.7B USD |
| Size | Small |
| Type | Sector Agnostic |
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.
| DEAL STATS | # |
|---|---|
| Overall | 38 of 47 |
| Sector: Business Services M&A | 6 of 8 |
| Type: Growth Capital M&A Deals | 23 of 28 |
| State: California M&A | 6 of 6 |
| Country: United States M&A | 38 of 45 |
| Year: 2022 M&A | 6 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-31 |
CraneTech
Stockton, California, United States CraneTech is a provider of overhead crane inspection, maintenance, and manufacturing services across the U.S. CraneTech serves a variety of customers and end markets, including the manufacturing, aerospace & defense, automotive and metals industries, among others. CraneTech was founded in 2004 and is based in Stockton, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-26 |
Excellarate
Wayne, Pennsylvania, United States Excellarate is a provider of customized software solutions and mission-critical IT services to insurance, healthcare and other companies that provide web-enabled services. Excellarate is based in Wayne, Pennsylvania. |
Sell | - |
