Over £100m deployed in the first 9 months!
Since launching in May 2024, Balance Strategic Capital has been on a mission: to power strategic growth and unlock value-creation opportunities by providing innovative liquidity solutions for the private markets. Within only 9 months of operation, we are proud to share a major milestone:
Over £100m in capital deployed.
7 transactions closed.
Supporting growth and unlocking opportunities through NAV Facilities & GP Commitment Facilities.
While these figures mark a strong start, what truly matters is the impact we have had on our clients’ businesses. We have seen firsthand how thoughtful, tailored capital solutions can unlock opportunity, enhance performance, and drive long-term value.
“Balance went above and beyond. They really took the time to understand the nuances of our business in order to provide a bespoke solution for our requirements.”
Beyond the numbers: what this really means
Unlocking Opportunities
A fund manager identified a compelling opportunity to acquire a new platform asset. By using our NAV Facility, they secured the acquisition at a price that delivered an immediate 5% uplift to their Fund’s Net Asset Value, strengthening their portfolio without requiring additional LP capital.
Solving Liquidity Challenges
A fully invested fund was facing the need to refinance a portfolio asset with limited conventional options. We structured a NAV Facility that enabled them to borrow against their total asset base, giving them the flexibility to optimise their portfolio without disruption.
Tailored Solutions for GPs
A GP required financing to refinance an existing co-invest position and fund future commitments. With management fee flows insufficient to fully support the facility, we structured a hybrid solution, taking additional security over co-invest positions – demonstrating our ability to craft bespoke solutions for our clients’ unique needs.
“This milestone is not just about scale – it’s about solving real problems, creating value, and supporting our clients as they grow.”
We are incredibly grateful to our clients, partners, and team for their trust, collaboration, and support.
We are just getting started! We are currently working on several exciting transactions with both new and long-standing clients and look forward to sharing more about our journey in the months ahead.