Foley Represents Balance Point in Strategic Investment from Nassau

08 November 2021 News

Foley & Lardner LLP represented Balance Point Capital Advisors (“Balance Point”), the manager of Balance Point Capital Partners and a leading provider of debt and equity capital solutions to lower middle-market companies, in a strategic minority investment from Nassau Financial Group (“Nassau”), a financial services company with assets of more than $27 billion. Balance Point will continue to operate on a stand-alone basis under its present executive leadership.

The investment, which will take the form of a non-controlling minority interest in Balance Point, is slated to accelerate Balance Point’s continued growth and development of new strategies. Nassau will also make a series of capital commitments to select future funds managed by Balance Point.

The Foley team was led by Partner Matthew McBride and included Partners Raj Tanden and Katharine Beattie, Special Counsel Marina Choundas, and Associates Kevin McNiff, Leslie Pinney, and Ben Genzer.