Buy Side Advisor

Kroll's Transaction Advisory Team Rendered Buy-side Financial Due Diligence to Nassau Financial Group on Its Minority Investment in Balance Point Capital Advisors
Buy Side Advisor Nassau

On November 4, 2021, Balance Point Capital Advisors (Balance Point), the manager of Balance Point Capital Partners, a leading provider of debt and equity capital solutions to lower middle market companies, announced it has received a strategic investment from Nassau Financial Group (Nassau), a Hartford, CT-based financial services company with assets of more than $27 billion.

The Transaction Advisory practice of Kroll served as buy-side financial advisor to Nassau Financial Group in connection with the transaction. 

About Nassau Financial Group
Nassau offers insurance products that can help you meet your retirement goals, such as protecting your savings, delivering guaranteed income, or paying for health care costs. We’re dedicated to providing best-in-class service and keeping things simple, and will have your back. Nassau Financial Group is headquartered in Hartford, Connecticut and has nearly $20 billion in assets under management and over 400,000 policyholders and contract holders.* 
*Assets under management, capital, and policies and contracts as of 9/30/21.

About Balance Point Capital
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. Balance Point Capital Balance Point Capital take a long-term, partnership approach to investing and are committed to building lasting relationships with our partners, management teams and intermediaries. 

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