Investment Strategy

At Ballast Point Ventures, we invest first and foremost in people. Our experience shows that by partnering with outstanding entrepreneurs with experience, vision and integrity, we can invest across a broad range of industries and generate an attractive rate of return for our Limited Partners. We are financial and strategic partners rather than operators, and we prefer minority ownership stakes to controlling positions. We believe we are most successful when we have the opportunity to build long-term relationships with outstanding entrepreneurs. In many cases, we have backed the same entrepreneur in more than one venture.

Ballast Point Ventures seeks opportunities to provide $1.0 million to $5.0 million in private equity capital. We can arrange larger financings through syndication with our Limited Partners and other investment partnerships. We invest in the following types of situations:

• Expansion financings for existing businesses
• Acquisition financings
• Management-led buyouts of growth companies
• Recapitalizations providing liquidity to one or more of the company’s existing shareholders

Ballast Point Ventures typically acts as the lead investor in financings, but we will also participate in financings led by others. We are long-term investors who focus on building and realizing value over a three- to seven-year period.