National Balancing Point (UK)

Balance Point Named 2023 SBIC of the Year - Established Manager

Retrieved on: 
Monday, April 17, 2023
Small business, Food, Health, Small Business Administration, National Small Business Week, National Balancing Point (UK), Connecticut Business Hall of Fame, SBA, SBIC, Information services, Investment, Rentschler Field, Management, Bank, The New Jedi Order

WESTPORT, Conn., April 17, 2023 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of capital to lower middle market companies, is pleased to announce it has been named the 2023 Small Business Investment Company (SBIC) of the Year – Established Manager.

Key Points: 
  • WESTPORT, Conn., April 17, 2023 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of capital to lower middle market companies, is pleased to announce it has been named the 2023 Small Business Investment Company (SBIC) of the Year – Established Manager.
  • It has been rewarding to partner with small business leaders throughout the US and to serve the communities in which they operate," says Seth Alvord, Founder and Managing Partner of Balance Point Capital.
  • The SBIC program is a cornerstone of our business and will continue to play an important role for Balance Point as we continue to scale our business."
  • added Justin Kaplan, Balance Point Partner.

Balance Point Announces Partner Promotions

Retrieved on: 
Wednesday, March 8, 2023
Culture, The New Jedi Order, GE Capital, Corporate services, LBO, Partner, Assistant, Cornell University, Business administration, Portfolio management, Growth, University, Consumer, National Balancing Point (UK), Nathan, Investment, Media, Master of Business Administration, Sigma, Colgate University, LBO valuation model, Head, Bank, Health care

WESTPORT, Conn., March 8, 2023 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point") is pleased to announce the promotions of Nathan Elliott and Adam Sauerteig to Partner.

Key Points: 
  • WESTPORT, Conn., March 8, 2023 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point") is pleased to announce the promotions of Nathan Elliott and Adam Sauerteig to Partner.
  • Both Mr. Elliott and Mr. Sauerteig have been instrumental in advancing Balance Point's strategy of providing flexible and patient capital solutions to the lower middle market, since joining Balance Point in 2014 and 2010, respectively.
  • Seth Alvord, Managing Partner said, "We are proud of the incredible value that Nathan and Adam have contributed to our firm.
  • Their dedication to Balance Point and our limited partners has been critical to the growth and performance of our investment platform.

Balance Point Announces Follow-On Investment in Shift Paradigm

Retrieved on: 
Tuesday, December 6, 2022
Shift, National Balancing Point (UK), CX, Partnership, GCP, B2C, Balance, AI, B2B, Growth Catalyst Partners, ESPS, Marketing, Balance Point, Acquisition, Organization, Bank, Ergo

WESTPORT, Conn., Dec. 6, 2022 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated fund Balance Point Capital Partners II, L.P, is pleased to announce a follow-on investment in Shift Paradigm (the "Company").

Key Points: 
  • WESTPORT, Conn., Dec. 6, 2022 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated fund Balance Point Capital Partners II, L.P, is pleased to announce a follow-on investment in Shift Paradigm (the "Company").
  • Balance Point invested debt capital in support of Shift Paradigm's acquisition of Ergo, a world-class email marketing company based in New York City.Growth Catalyst Partners ("GCP"), a middle market private equity firm and majority owner of Shift Paradigm, led the transaction.
  • Justin Kaplan, Partner at Balance Point said, "We are pleased to continue our partnership with the Shift Paradigm and GCP teams, and we're excited to welcome the Ergo team to the platform.
  • Balance Point is an alternative investment manager focused on the lower middle market.

Balance Point Announces Kellyn Riccitelli has Joined the Firm as a Managing Director and Head of Investor Relations

Retrieved on: 
Wednesday, October 5, 2022
Solution, LLC, WhiteBoard Product Solutions, Balance Point, MBA, National Balancing Point (UK), Accounting, Bentley University, KPMG, Partnership, Certified Public Accountant, Leadership, Financial adviser, Bank, Kellyn

WESTPORT, Conn., Oct. 5, 2022 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of flexible capital to lower middle market companies, is pleased to announce that Kellyn Riccitelli has joined the firm as a Managing Director and Head of Investor Relations.

Key Points: 
  • WESTPORT, Conn., Oct. 5, 2022 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of flexible capital to lower middle market companies, is pleased to announce that Kellyn Riccitelli has joined the firm as a Managing Director and Head of Investor Relations.
  • "We are excited to have Kellyn join our team and lead our investor relations function," said Seth W. Alvord, Balance Point's Managing Partner.
  • Justin Kaplan, a partner at Balance Point, commented, "We are pleased to welcome Kellyn to the Balance Point platform.
  • Balance Point Capital Advisors, LLC (referred to herein as Balance Point Capital) is a registered investment advisor.

Balance Point Capital Announces Investment Team Promotions

Retrieved on: 
Tuesday, January 25, 2022
University, GE Capital, Assistant, Bachelor of Business Administration, National Balancing Point (UK), Sigma, Master of Business Administration, CFA, Chief executive officer, Associate, Consumer, Bachelor of Arts in Applied Psychology, Investment, Senior, Cornell University, Methodist University, Southern Methodist University, Colgate University, Anadarko Petroleum, LBO valuation model, Credit Suisse, Duke University, LBO, Business administration, Paul Tudor Jones, Corporate services, Media, LLC, Partnership, Bank, Security (finance), Balance Point, Technology, Health care, Telecommunication

WESTPORT, Conn., Jan. 25, 2022 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of capital to lower middle market companies, is pleased to announce the promotions of Nathan Elliott to Senior Managing Director, Adam Sauerteig to Managing Director, Grant Groher to Senior Vice President and Dan Freshman to Vice President.

Key Points: 
  • WESTPORT, Conn., Jan. 25, 2022 /PRNewswire/ -- Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of capital to lower middle market companies, is pleased to announce the promotions of Nathan Elliott to Senior Managing Director, Adam Sauerteig to Managing Director, Grant Groher to Senior Vice President and Dan Freshman to Vice President.
  • Prior to rejoining Balance Point, Mr. Sauerteig worked as a Summer Associate in the Investment Banking Division of Lazard.
  • With approximately $1.7 billion in assets under management, Balance Point invests debt and equity capital in select lower middle market companies across a variety of investment vehicles.
  • Balance Point Capital Advisors, LLC (referred to herein as Balance Point) is a registered investment advisor.

Balance Point Capital Partners Announces Hiring of Amanda Meltzer, CPA, as Chief Financial Officer

Retrieved on: 
Monday, September 27, 2021
Tulane University, National Balancing Point (UK), Partnership, Balance Point, LLC, Growth, Certified Public Accountant, JLL Partners, Controller, KPMG, JLL, Business, Financial adviser, Bank

WESTPORT, Conn., Sept. 27, 2021 /PRNewswire/ --Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of flexible capital to lower middle market companies, is pleased to announce that Amanda Meltzer has joined the firm as its Chief Financial Officer.

Key Points: 
  • WESTPORT, Conn., Sept. 27, 2021 /PRNewswire/ --Balance Point Capital Advisors, LLC ("Balance Point"), a leading provider of flexible capital to lower middle market companies, is pleased to announce that Amanda Meltzer has joined the firm as its Chief Financial Officer.
  • Prior to JLL, Ms. Meltzer served as the Controller at Psilos, a healthcare-focused venture capital firm.
  • Balance Point Capital is an alternative investment manager focused on the lower middle market.
  • Balance Point Capital Advisors, LLC (referred to herein as Balance Point Capital) is a registered investment advisor.