Balance Point Capital
Balance Point Capital is a direct lender on Termgrid. It is active in United States.
Lender profiles are only available to Sponsors on Termgrid.
About Balance Point Capital
Balance Point Capital is a direct lender, active in United States. The firm deploys arr loans, unitranche / senior debt direct lending and co-invest with sector activity in Agriculture & Food, Business Services and Consumer Goods.
Balance Point Capital finances 14 sectors, indicating broad sector coverage, and is geographically focused on United States rather than running a multi-region strategy.
Compared to other direct lenders active in United States profiled on Termgrid, Balance Point Capital is one of 213 firms in this segment, with a published ticket band of $15M – $125M.
Investment Criteria
Sector Focus
Products
Currency Capability
Relationship Management
Termgrid's platform allows sponsors to track activity across their deals and portfolio with Balance Point Capital automatically. Subscribers can see their live relationship trackers.
Deal Execution
Termgrid subscribers execute and manage their transactions with Balance Point Capital end to end, from NDA through negotiation to signing.
Precedents
Termgrid automatically builds a precedent database across your transactions with Balance Point Capital, so your team gets to insights faster.
Why Termgrid
Termgrid is the end-to-end platform for private capital markets. It is used to run deals, manage portfolios and track relationships across the capital markets ecosystem.
In the News
- Balance Point Capital Invests in Allied Roofing Partners - Roofing Contractor
- Balance Point Capital Advisors Appoints Walt Tsin as Chief Financial Officer - citybiz
- Balance Point Capital: The next stage of private credit - privatedebtinvestor.com
- Balance Point Capital Advisors Appoints Angela DeRose Head of Compliance and Edward Lee VP - citybiz
External Coverage
Frequently Asked Questions
What strategy does Balance Point Capital run?
Balance Point Capital runs a single direct lending strategy on Termgrid. Its criteria, ticket sizes and sector preferences are documented in the Investment Criteria section above. Single-strategy firms typically concentrate deployment within a defined mandate rather than spreading capital across multiple fund vehicles.
Which debt instruments does Balance Point Capital provide?
Balance Point Capital deploys ARR Loans, Unitranche / Senior Debt Direct Lending, Co-Invest, Preferred Equity, Special Situations, Subordinated / Junior Debt / Mezzanine, and Direct Lending Fund across its strategy. These instruments are used in sponsor-backed transactions and direct corporate financings where Balance Point Capital participates as a lender, with the breadth (7 distinct products) suggesting flexibility on capital structure. Specific tranching, pricing and structuring are negotiated per transaction; the standard band sits in the Investment Criteria section.
Where does Balance Point Capital lend?
Balance Point Capital is active in United States. The firm concentrates its lending activity on United States. Regional focus reflects current deployment patterns recorded by Termgrid; firms periodically extend their mandate, so check the platform for the most current view.
Which sectors does Balance Point Capital finance?
Balance Point Capital has shown lending activity in Agriculture & Food, Business Services, Consumer Goods, Education, Focus on biz services, consumer, f&b, healthcare, media and information services, tech enabled services, Industrials, Media & Communication, Technology (ex Software), Telecom, indicating broad sector coverage rather than a vertical-specialist mandate. Sector appetite can shift fund to fund and from year to year, so it is worth confirming current appetite with the deal team before running a process. Balance Point Capital's recent deal activity is referenced in the news section above.
How do I connect with Balance Point Capital?
Termgrid subscribers can route opportunities to Balance Point Capital directly via the platform's deal execution workflow. The platform manages introductions, NDA exchange, materials sharing and term-sheet collaboration end-to-end. If you are not a Termgrid subscriber, request a demo to see the routing options and what the workflow looks like for Balance Point Capital specifically.
How current is this profile?
This profile was last updated on 2025-09-22. Profile data is refreshed on a rolling basis from verified sources: firm-published materials, regulatory filings, and direct submissions from the lender. Press coverage from tracked finance publishers is aggregated nightly and shown in the news section above.
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