Balance Point Capital Invests in LYV Life, Inc. (d/b/a Cora)

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.

Balance Point Capital and Growth Catalyst Partners Invest in Trendline Interactive

June 5, 2019

Marketing & Advertising

Balance Point Capital provided debt and preferred equity to support Growth Catalyst Partners' investment in Trendline Interactive LLC, a full-service email marketing agency headquartered in Austin, Texas. The financing is intended to accelerate Trendline's growth and support its platform and buy-and-build strategy.

Balance Point Provides Financing to Sylmar Group

November 8, 2022

Environmental Services

Balance Point Capital Advisors, alongside its affiliated fund Balance Point Capital Partners IV, provided debt capital to Sylmar Group to support Sylmar's buy-and-build strategy and enable the acquisitions of two water- and wastewater-related businesses. Sylmar, a Los Angeles–based platform focused on industrial water treatment and pump/well maintenance, will use the financing to scale its platform and expand services to commercial and utility customers across the Southwest U.S.

Balance Point Capital Invests in Vital Nutrients Holdings (d/b/a Blueroot Health)

May 24, 2022

Consumer Products

Balance Point Capital (and its affiliated funds) provided financing to Vital Nutrients Holdings, Inc. d/b/a Blueroot Health to support a company recapitalization and to fund Blueroot's acquisition of Fairhaven Health. The transaction positions Blueroot — a Middletown, Connecticut-based consumer health and nutraceutical platform — for further growth and distribution expansion across practitioner and e-commerce channels.

Balance Point Capital Announces Follow-On Investment in Blankfactor

November 20, 2023

Data & Analytics

Balance Point Capital, together with its affiliated fund Balance Point Capital Partners V, L.P., made a follow-on growth investment in Blankfactor (Blankfactor Holdings UK Limited) to support the company's expansion of digital transformation, data and AI services. The capital will be used to accelerate Blankfactor's service offerings and growth in the payments and financial services markets.

Balance Point Capital Leads $55M Financing into Budderfly, Inc.

July 1, 2019

Energy

Balance Point Capital led a $55 million financing (senior debt and preferred equity) in Budderfly, Inc., bringing total capital raised to $77 million alongside Edison Partners, Connecticut Growth Capital, the State of Connecticut (DECD), Connecticut Innovations, founder Al Subbloie and senior management. The funding will support Budderfly’s growth in the Energy Efficiency-as-a-Service market, scaling its software, IoT-enabled controls and facility upgrades across nearly 1,000 contracted North American locations.