Balance Point Capital and Growth Catalyst Partners Invest in Trendline Interactive

Trendline Interactive Acquires Data Insight Group

February 25, 2021

Data & Analytics

Trendline Interactive, an Austin-based digital messaging consultancy, acquired Canadian data and analytics firm Data Insight Group (DiG) to deepen its advanced analytics and data science capabilities. The deal was completed with financial support from middle-market private equity firm Growth Catalyst Partners to strengthen Trendline’s analytics-led marketing services and expand its strategic consulting offerings.

Trendline Interactive Acquires LeadMD

March 2, 2021

Marketing & Advertising

Trendline Interactive has acquired LeadMD in a deal facilitated with financial backing from Growth Catalyst Partners. The combined agency expands Trendline’s performance marketing and martech capabilities across B2B and B2C clients; financial terms were not disclosed.

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.

Lone View Capital Invests in Trend Health Partners

January 9, 2023

Healthcare Services

Lone View Capital, a growth-oriented private equity firm, has made its first investment in Trend Health Partners, a Hunt Valley, Maryland-based provider of credit balance management and payment accuracy solutions for healthcare payers and providers. The growth capital will support Trend's continued rapid expansion, product innovation and platform enhancements while Trend's management and employees remain significant shareholders.

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.

Balance Point Invests in CraneTech Inc.

October 31, 2022

Industrial Services

Balance Point Capital Advisors, via its fund Balance Point Capital Partners IV, provided a financing solution to CraneTech Inc., a portfolio company of Steel River LLC, to support the company’s growth initiatives. CraneTech, founded in 2004 and headquartered in Stockton, California, provides overhead crane inspection, maintenance, and manufacturing services across U.S. end markets including manufacturing, aerospace & defense, and automotive.