Balance Point Capital and Serent Capital Invest in The Edge (Software Platform for Independent Jewelry Retailers)

Balance Point Capital Advisors Invests in AquaVerse Platform

July 1, 2026

Industrial Services

Balance Point Capital Advisors, along with affiliated funds, made an investment in AquaVerse, a Southeast-based residential pool services platform. The investment included both debt and equity to support AquaVerse’s continued expansion and multiple acquisitions, alongside Trivest Partners’ portfolio platform.

Cerity Partners Merges With Edge Financial Advisors and Running Point Capital Advisors

March 6, 2026

Financial Services

Cerity Partners announced two mergers to expand its footprint: with Edge Financial Advisors in Wheaton, Illinois and Running Point Capital Advisors in El Segundo, California. Both incoming teams will operate under the Cerity Partners name, bringing enhanced capabilities in areas such as retirement plan design, and advanced wealth/insurance-based planning strategies for high-net-worth clients.

Balance Point Invests in Trilliad; Trilliad Acquires Just Global and Sercante

August 8, 2024

Marketing & Advertising

Balance Point Capital Advisors has invested in Trilliad to support the new Growth Services Provider’s launch and its acquisitions of B2B marketing agency Just Global and Salesforce consultancy Sercante. Trilliad — led by David Williams and Craig Dempster and backed by MRE Capital — will combine data, technology and services to offer integrated revenue-driving solutions for enterprise B2B customers.

Balance Point Provides Debt Financing to Lightbridge Academy

June 20, 2024

Education

Balance Point Capital Advisors, together with its affiliated fund Balance Point Capital Partners V, arranged debt financing for Lightbridge Academy, a portfolio company of Westerly Group and Elmsley Capital. The capital will support new location development and other growth initiatives as Lightbridge continues geographic expansion along the East Coast.

Serent Capital Invests in Studio Designer

August 10, 2022

Cloud & SaaS

Serent Capital has made a growth investment in Studio Designer, a SaaS project management, product sourcing, and accounting platform for the interior design industry. The investment will fund new product and feature development and support scaling of key business operations to serve its designer customers.

Inverness Graham Acquires Concord Servicing; Balance Point Provides Financing

February 15, 2022

Financial Services

Inverness Graham has invested in Concord Servicing Corporation, partnering with the company's founding owners to support scaling of its loan servicing and SaaS platform. Balance Point Capital provided a creative financing solution to facilitate Inverness Graham's acquisition; Concord remains headquartered in Scottsdale, Arizona and serves originators, lenders and capital providers across end markets including home improvement, solar/energy efficiency and vacation ownership.