Private Equity Firm Financial Services

Balance Point Capital Advisors

Westport, Connecticut, United States

Alternative investment manager focused on the lower middle market, providing flexible capital solutions (debt and equity) to select lower-middle-market companies through affiliated investment vehicles, typically taking a long-term partnership approach with management teams.

Focus Areas
Alternative investment management, Debt and equity financing for lower middle market, Unitranche financing

Tracked deals

37

37 tracked deals across 2016-2026.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Growth capital

15 growth capital · 9 addon · 7 buyout

Balance Point Capital Advisors Acquisition Volume by Year

Last 8 years

Acquisition volume by year Annual acquisition counts for the last 8 years for Balance Point Capital Advisors. 5 2019 2 2020 5 2021 6 2022 6 2023 10 2024 1 2025 ~2 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 37 tracked deals for Balance Point Capital Advisors.

  • Balance Point Capital and Serent Capital Invest in The Edge (Software Platform for Independent Jewelry Retailers)
    April 27, 2026
    Buyer
    Serent Capital, Balance Point Capital Advisors, LLC (affiliated funds: Balance Point Capital Partners VI, L.P. and Balance Point Capital Partners VII, L.P.)
    Target
    The Edge
    Seller
    Dick Abbott (founder)
    Industry
    Cloud & SaaS
    Location
    Connecticut, United States
    Type
    Buyout

    Balance Point Capital Advisors (along with its affiliated funds) is investing in The Edge in connection with the acquisition of the company by Serent Capital. The deal also includes the appointment of Josh Brenner as CEO, with founder Dick Abbott set to retire after nearly 25 years.

  • Forward Consumer Partners Recapitalizes Bar Keepers Friend (SerVaas Laboratories)
    March 27, 2025
    Buyer
    Forward Consumer Partners, Balance Point Capital Advisors (and affiliated fund Balance Point Capital Partners IV, L.P.)
    Target
    Bar Keepers Friend (SerVaas Laboratories)
    Seller
    Paul SerVaas and other existing BKF shareholders (SerVaas family)
    Industry
    Consumer Products
    Location
    Indiana, United States
    Type
    Recapitalization

    Forward Consumer Partners acquired SerVaas Laboratories, the maker of Bar Keepers Friend, in a majority recapitalization that leaves Paul SerVaas and other existing shareholders with a significant minority stake. Balance Point Capital provided capital to facilitate the recapitalization, and Forward named Azania Andrews as CEO to lead the brand’s next phase of growth.

  • Inverness Graham-Backed BenefitHub Acquires Abenity
    September 9, 2024
    Buyer
    BenefitHub, Inverness Graham, Balance Point Capital Advisors
    Target
    Abenity
    Industry
    Staffing & HR
    Location
    Tennessee, United States
    Type
    Addon

    BenefitHub, a portfolio company of Philadelphia-based Inverness Graham, has acquired Abenity, a Tennessee-based provider of private perks programs, to expand its employee perks and voluntary benefits offerings. Balance Point provided debt and equity financing to facilitate the transaction; terms were not disclosed and Abenity was advised by Lincoln International.

  • Balance Point Invests in Trilliad; Trilliad Acquires Just Global and Sercante
    August 8, 2024
    Buyer
    Balance Point Capital Advisors, Trilliad
    Target
    Just Global, Sercante
    Industry
    Marketing & Advertising
    Location
    United States
    Type
    Growth capital

    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
    Buyer
    Balance Point Capital Advisors, LLC, Balance Point Capital Partners V, L.P.
    Target
    Lightbridge Academy
    Industry
    Education
    Location
    New Jersey, United States
    Type
    Growth capital

    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.

  • Swift Anchor and Balance Point Capital Invest in Essential Turbines
    May 29, 2024
    Buyer
    Swift Anchor Holdings, Balance Point Capital
    Target
    Essential Turbines
    Industry
    Aerospace & Defense
    Location
    Quebec, Canada
    Type
    Growth capital

    Swift Anchor Holdings, alongside Balance Point Capital, made a strategic equity and debt investment in Essential Turbines, a Montreal-based aerospace MRO specialist focused on Rolls‑Royce M250 and RR300 engines. The transaction provides capital to broaden ETI's capabilities; Swift Anchor partner Gannon Gambeski will assume day-to-day leadership while founder Michael E. Guntner Jr. retains a minority stake.

  • Balance Point Invests in SG Homecare; SG Homecare Acquires Western Drug
    May 20, 2024
    Buyer
    Balance Point Capital Advisors, LLC, SG Homecare
    Target
    SG Homecare, Western Drug
    Industry
    Healthcare Services
    Location
    California, United States
    Type
    Growth capital

    Balance Point Capital Advisors provided debt financing to SG Homecare to support SG's acquisition of Western Drug, retire existing debt and fund working capital. SG Homecare (a portfolio company of Sverica Capital) combines its 16 California locations with Western's nine locations to strengthen its position as a leading durable medical equipment (DME) and medical supplies provider in California.

  • Balance Point Provides Debt Financing to John Staurulakis (JSI)
    May 9, 2024
    Buyer
    Balance Point Capital Advisors, LLC (and affiliated Balance Point Capital Partners funds)
    Target
    John Staurulakis, LLC (JSI)
    Seller
    Stone-Goff Partners
    Industry
    Telecommunications
    Location
    Maryland, United States
    Type
    Recapitalization

    Balance Point Capital Advisors provided debt financing to John Staurulakis, LLC (JSI), a portfolio company of Stone-Goff Partners, to refinance existing credit facilities, fund a shareholder distribution, and supply capital for future acquisitions. The financing supports JSI's continued growth as a full-service consulting provider to rural broadband and telecommunications operators nationwide.

  • Balance Point Capital Invests in Schill Grounds Management
    May 6, 2024
    Buyer
    Balance Point Capital Advisors, LLC
    Target
    Schill Grounds Management
    Seller
    Argonne Capital Group
    Industry
    Environmental Services
    Location
    Ohio, United States
    Type
    Recapitalization

    Balance Point Capital Advisors and its affiliated funds announced an investment in Schill Grounds Management, a portfolio company of Argonne Capital Group. The capital will support Schill's current acquisition pipeline and provide additional funding for future M&A as the commercial landscaping platform continues expansion across the Midwest and Canada.

  • Inverness Graham Acquires BenefitHub; Balance Point Provides Financing to Facilitate Recapitalization
    April 23, 2024
    Buyer
    Inverness Graham, Balance Point Capital Advisors, LLC
    Target
    BenefitHub
    Industry
    Cloud & SaaS
    Location
    New York, United States
    Type
    Recapitalization

    Inverness Graham (IGI) has acquired BenefitHub, a cloud-based employee benefits and engagement platform serving over 10 million employees. Balance Point Capital Advisors provided debt and equity financing to facilitate IGI's recapitalization of BenefitHub to support continued growth and platform M&A activity; terms were not disclosed.

  • Forward Consumer Partners Acquires Firehook Bakery
    April 15, 2024
    Buyer
    Forward Consumer Partners, Balance Point Capital Advisors
    Target
    Firehook Bakery (Firehook Bakery of Virginia, Inc.)
    Seller
    Pierre Abushacra
    Industry
    Food & Beverage
    Location
    Virginia, United States
    Type
    Buyout

    Forward Consumer Partners has acquired Firehook Bakery, a fast-growing artisan baking company known for organic sourdough breads and the #1 brand of artisanal crackers in the U.S. Founder Pierre Abushacra retains a significant minority stake and Balance Point provided debt financing to support the transaction; Forward appointed Maura Mottolese as CEO to lead the next growth phase.

  • Supreme Group (Trinity Hunt-backed) Acquires Health+Commerce
    March 27, 2024
    Buyer
    Supreme Group, Trinity Hunt Partners, Balance Point Capital Advisors, LLC
    Target
    Health+Commerce
    Industry
    Marketing & Advertising
    Location
    California, United States
    Type
    Addon

    Supreme Group, the Trinity Hunt Partners-backed healthcare commercialization platform, has acquired Health+Commerce, an integrated marketing, public relations and creative agency serving medtech, biotech and digital health clients. Health+Commerce will continue to operate under its brand with founder Nicole Osmer becoming president; Balance Point provided debt and equity to support the acquisition.

Related Acquisition Pages

Consumer Products Buyers & Acquisitions 5 tracked deals by Balance Point Capital Advisors. Marketing & Advertising Buyers & Acquisitions 5 tracked deals by Balance Point Capital Advisors. Healthcare Services Buyers & Acquisitions 4 tracked deals by Balance Point Capital Advisors. Food & Beverage Buyers & Acquisitions 3 tracked deals by Balance Point Capital Advisors. Acquisitions in California 8 tracked deals by Balance Point Capital Advisors. Acquisitions in Florida 4 tracked deals by Balance Point Capital Advisors. Acquisitions in Connecticut 3 tracked deals by Balance Point Capital Advisors. Acquisitions in Arizona 2 tracked deals by Balance Point Capital Advisors.

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