Balance Point Capital Partners

Balance Point Capital Partners is a private equity firm and investment manager based in Westport, Connecticut, that provides debt and equity financing to middle‑market companies across the United States. The firm emphasizes flexible, patient capital and a long‑term partnership approach, aiming to tailor capital structures to support a company’s strategic goals. With experience working with small and medium‑sized businesses, Balance Point Capital Partners seeks opportunities across sectors such as business services, consumer, healthcare, industrial, technology and financial services, leveraging its investment track record to support growth, recapitalizations and operational improvements.

Seth Alvord

Managing Partner

Wills Danielsen

Associate

Nathan D. Elliott

Partner

Daniel N. Freshman

Senior Vice President

Grant Groher

Managing Director

Grant M. Groher

Managing Director

Justin Kaplan

Partner and Investment Committee Member

Nina M. Lorusso

Associate

Joshua M. Lyvers

Vice President

Samrat D. Malhotra

Associate

Amanda Meltzer

CFO

James D. O'Connor

Senior Associate

Adam H. Sauerteig

Partner

Adam Sauerteig

Partner and Investment Committee Member

Past deals in Connecticut

Budderfly

Venture Round in 2019
Budderfly, Inc. is an energy management company that specializes in designing and implementing innovative solutions for optimizing energy consumption. Founded in 2007 and based in Shelton, Connecticut, Budderfly offers a comprehensive range of hardware and software solutions, including a proprietary energy intelligence software platform. This platform enables clients to manage various aspects of energy usage, such as voltage management, energy billing, and peak demand management. Budderfly also integrates a network of IoT devices, LED lighting, HVAC controls, and other energy-efficient technologies to enhance energy efficiency across diverse facilities, including office buildings, schools, and healthcare facilities. By employing an Energy-as-a-Service model, Budderfly provides its services at no upfront cost to clients, resulting in immediate and ongoing energy savings, upgraded infrastructure, and a reduced carbon footprint.

Connoisseur Media

Debt Financing in 2013
Connoisseur Media Licenses, LLC is a media company based in Westport, Connecticut, that operates a network of radio stations across various markets, including Billings, Montana; Wichita, Kansas; and multiple locations in New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company initially expanded through acquisitions and has grown to include 36 stations. Connoisseur Media specializes in delivering multi-platform marketing solutions that integrate radio, digital, mobile, social media, and event marketing, enabling clients to enhance their business growth and market presence.

Connoisseur Media

Venture Round in 2013
Connoisseur Media Licenses, LLC is a media company based in Westport, Connecticut, that operates a network of radio stations across various markets, including Billings, Montana; Wichita, Kansas; and multiple locations in New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company initially expanded through acquisitions and has grown to include 36 stations. Connoisseur Media specializes in delivering multi-platform marketing solutions that integrate radio, digital, mobile, social media, and event marketing, enabling clients to enhance their business growth and market presence.
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