Balance Point Announces Investment Team Promotions and Two New Hires Across Investment and Investor Relations Teams
Balance Point Announces Investment Team Promotions and Two New Hires Across Investment and Investor Relations Teams
01/31/24, 6:14 PM
Location
westportIndustry
investment management
Position
managing director
vice president
Balance Point Capital Advisors, LLC is pleased to announce the promotions of Grant Groher to Managing Director, Dan Freshman to Senior Vice President, and James O'Connor to Senior Associate. The firm is also pleased to announce the addition of two new associates on the investment and investor relations teams, Wills Danielsen and Nina Lorusso.
Company Info
Location
westport, connecticut, united states
Additional Info
Balance Point Capital is an alternative investment manager focused on the lower middle market. With approximately $1.7 billion in assets under management as of September 2021, Balance Point invests debt and equity capital in select lower middle market companies across a variety of investment vehicles. We take a long-term, partnership approach to investing and are committed to building lasting relationships with our partners, management teams and intermediaries.
Balance Point Capital Advisors, LLC (referred to herein as Balance Point Capital) is a registered investment advisor.