Balance Point Capital Expands Investment and Compliance Teams
Balance Point Capital Welcomes New Team Members
Balance Point Capital Advisors, LLC has recently strengthened its core team with two valuable additions in its compliance and investment sectors. As a company that strives to offer substantial capital to lower middle market companies, these new hires signify a strategic growth move. Angela DeRose is stepping in as Head of Compliance, while Edward Lee joins as a Vice President on the investment team. Their expertise promises to bring fresh perspectives to Balance Point’s operations.
New Leadership in Compliance
Angela DeRose has a wealth of experience in compliance, having served as Chief Compliance Officer at a prominent multi-family office before joining Balance Point. Her extensive background in both legal and compliance roles at major financial institutions prepares her well for this position. Angela’s education at New York University and Brooklyn Law School underpins her professional expertise, which will be invaluable in navigating the regulatory landscape that governs investment practices.
Hiring Decision Insights
Seth Alvord, Managing Partner at Balance Point, expressed excitement about Angela’s and Edward’s contributions to the company: “As we continue to grow and scale our business, we are continually investing in our team. We believe their backgrounds and experience will expand our internal capabilities and add valuable resources to our firm.” This statement reflects the firm’s ongoing commitment to enhancing its team to meet evolving market demands.
Investment Expertise with Edward Lee
Edward Lee brings a robust background in investment strategies to Balance Point. Prior to his new role, he has held key responsibilities at various financial institutions, including OFS Capital Management, where he focused on investment origination and portfolio management within the middle market lending sector. Edward's academic credentials, including a Master of Science and a Bachelor’s degree from New York University’s Leonard N. Stern School of Business equip him with a solid foundation in finance and accounting.
Contributions to the Investment Team
As he takes on his role at Balance Point, Edward will be pivotal in deal underwriting and execution processes. His experiences at CSG Partners and Barclays have honed his skills in financial analysis and investment strategies, making him a substantial asset to the team. Edward's strategic insight is expected to contribute significantly to the firm’s investment goals and growth objectives, enabling Balance Point to capitalize on new opportunities.
About Balance Point Capital Advisors
Balance Point Capital is an alternative investment manager that primarily caters to the needs of the lower middle market segment. With approximately $2.2 billion in assets under management, the company employs a dedicated focus on both debt and equity investment options. Balance Point’s approach is characterized by commitment to building enduring partnerships with management teams and intermediaries, ensuring long-term success and viability in its investment ventures.
The company adopts a thorough and thoughtful investment process that seeks to identify and support thriving businesses within its target market. Balance Point is not just about financial backing; it emphasizes collaborative relationships aimed at fostering growth and stability for the companies it invests in.
Frequently Asked Questions
What roles have been filled at Balance Point Capital?
Angela DeRose has been appointed as Head of Compliance, while Edward Lee joins as Vice President on the investment team.
What is the background of Angela DeRose?
Angela was previously the Chief Compliance Officer at a multi-family office and has significant experience in the compliance sector.
What experience does Edward Lee bring?
Edward has a strong background in investment management, having worked at firms specializing in middle-market financing and M&A advisory.
How does Balance Point Capital approach investments?
Balance Point takes a long-term partnership approach, focusing on building relationships and supporting management teams in the companies they invest in.
What is the asset management scale of Balance Point Capital?
Balance Point manages approximately $2.2 billion in assets, emphasizing its commitment to the lower middle market.
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