Financial Advisor to Balance Point Capital Advisors
November 2021
Oppenheimer & Co. Inc. acted as the Financial Advisor to Balance Point Capital Advisors on its Strategic Minority Investment from Nassau Financial Group
Balance Point Capital Advisors is an alternative investment manager focused on the lower middle market. It seeks to invest private credit and equity capital in select lower middle market companies across a variety of investment vehicles. Balance Point Capital Advisors manages approximately $1.7 billion of assets as of September 2021. Balance Point Capital Advisors is led by Founder and Managing Partner, Seth Alvord, and Partner, Justin Kaplan.
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Financial Institutions Investment Banking |
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Gilbert Dychiao |
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