Balance Point Capital Partners (“Balance Point”), a leading lower middle market investment firm, announced the final close of its fifth flagship fund, Balance Point Capital Partners V, LP (“BPCP V”), with total capital commitments of $580 million. This impressive figure significantly surpassed the fund’s initial target of $425 million, demonstrating strong investor confidence in Balance Point’s investment strategy and team. BPCP V attracted substantial investments from a diverse group of limited partners, including new and existing investors comprising public and private pension funds, insurance companies, and other institutional allocators.
BPCP V: Focused on Customized Credit Solutions for the Lower Middle Market
BPCP V represents Balance Point’s sixth investment vehicle and will continue the firm’s established strategy of providing tailored financing solutions to lower middle market companies. The fund will primarily focus on originating, underwriting, and actively managing a diversified portfolio of private debt and equity investments. BPCP V offers a flexible suite of financing options, encompassing first and second lien debt, unitranche facilities, subordinated debt, and equity co-investments, enabling the fund to cater to a wide range of capital needs across the capital structure. This adaptable approach allows Balance Point to partner with companies and private equity sponsors seeking bespoke financing solutions that support operational flexibility and strategic growth initiatives.
Strong Investor Support Validates Balance Point’s Consistent Performance
Managing Partner Seth W. Alvord expressed his satisfaction with the successful fundraise, attributing the overwhelming investor support to the firm’s consistent track record since its inception in 2007. He emphasized that BPCP V provides Balance Point with ample capital to further solidify its position as a preferred partner for companies and private equity firms seeking customized financing solutions in the lower middle market. Partner Justin M. Kaplan echoed this sentiment, expressing gratitude for the trust placed in Balance Point by both new and existing limited partners. He highlighted the significant opportunities present in the lower middle market and affirmed BPCP V’s ability to deliver value-added solutions by leveraging the firm’s core strengths: certainty of execution, flexibility in structuring, and a commitment to customized solutions.
About Balance Point Capital Partners: A Leader in Lower Middle Market Investing
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Balance Point Capital is an alternative investment manager with a dedicated focus on the lower middle market. With approximately $1.7 billion in assets under management as of September 2021, the firm invests across a range of investment strategies, providing debt and equity capital to companies in this segment. Balance Point differentiates itself through a long-term, partnership-oriented approach, emphasizing the importance of building enduring relationships with its portfolio companies, management teams, and intermediary partners. Balance Point Capital Advisors, LLC is a registered investment adviser. For more information, please visit www.balancepointcapital.com.
Contact:
Justin Kaplan, Partner
(203) 652-8264
[email protected]
