Balmoral Funds Mergers and Acquisitions Summary

Private Equity Profile

Balmoral Funds’ most common sectors for investment are business services (17%) and machinery (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (25%) and secondary buyout (25%). In total, Balmoral Funds has invested in 8 US states.

The Firm’s most common exit type is trade sale (34%).

Join Mergr to view Balmoral Funds’ full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity12
    • M&A Sell Activity3
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Balmoral Funds

11150 Santa Monica Boulevard, Suite 825,
Los Angeles, California 90025
United States
(310) 473-3065
www.balmoralfunds.com
info@balmoralfunds.com

Balmoral Funds is a private equity firm which targets recapitalizations, special situations, and acquisitions of small and middle-market companies. Typical investment candidates are located in the US or Canada, undergoing operational challenges with up to $400 million of revenue. Sectors of interest include manufacturing, business services, consumer products, retail, and value-added distribution. The Firm's target investment size is $5 to $40 million. Balmoral Funds was established in 2005 and is based in Los Angeles, California.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Distribution, Manufacturing, Retail

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Special Situations/Distressed

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - 400
Target EBITDA - -
Investment Size 5 40
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.6/yr) # 9 - 2 1 - - 12
Sell (0.2/yr) # 2 1 - - - - 3
  15

Most Recent M&A

Company Date Value Type
VESTA Modular LLC 2018-11-16 - Secondary Buyout
Southfield, Michigan · www.vestamodular.com
Mooyah Franchise LLC 2017-05-03 - Buyout (LBO, MBO, MBI)
Frisco, Texas · www.mooyah.com
AgileX Supply Chain LLC 2017-03-09 - Buyout (LBO, MBO, MBI)
Lyndhurst, New Jersey · www.agilexsc.com
GlobalOptions Services, Inc. 2016-03-11 - Merger
Orlando, Florida · 5955 T.G. Lee Boulevard. Suite 600
Silver Aero Corp. 2015-12-05 - Growth Capital
Walsenburg, Colorado · www.silveraerocorp.com
Enesco LLC 2015-11-09 - Secondary Buyout
Itasca, Illinois · www.enesco.com
iGPS Co. LLC 2013-06-01 - Special Situations/Distressed
Orlando, Florida · www.igps.net
Concurrent Manufacturing Solutions LLC 2012-10-19 - Divestiture
Hialeah, Florida · www.concurrentmfg.com
Dispatch Transportation, Inc. 2012-05-15 - Secondary Buyout
Fontana, California · www.dispatchtrans.com
Tara Technologies Corp. 2011-08-01 - Add-on Acquisition
Daytona Beach, Florida · www.taratechnologies.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Enesco LLC 2015-11-09 Things Remembered, Inc. 2019-02-06 1
Itasca, Illinois · www.enesco.com Highland Heights, Ohio · www.thingsremembered.com
Enesco LLC 2015-11-09 GUND 2018-03-05 1
Itasca, Illinois · www.enesco.com Edison, New Jersey · www.gund.com
AgileX Supply Chain LLC 2017-03-09 Argo Turboserve Corp. 2017-03-09 1
Lyndhurst, New Jersey · www.agilexsc.com Lyndhurst, New Jersey · www.argoturbo.com
Bennington Marine 2009-12-01 Nautic Global Group, Inc. 2015-09-22 1
Elkhart, Indiana · www.benningtonmarine.com Elkhart, Indiana · www.rinkerboats.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (11%) - 2 (17%) -
Machinery - - 2 (17%) -
Transportation 2 (22%) - 2 (17%) -
Aerospace 1 (11%) - 1 (8%) -
Distribution 1 (11%) - 1 (8%) -
Electronics 1 (11%) - 1 (8%) -
Manufacturing 1 (11%) - 1 (8%) -
Real Estate 1 (11%) - 1 (8%) -
Restaurants 1 (11%) - 1 (8%) -
Total 9 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 12 (100%) -
  Florida 2 (22%) - 4 (33%) -
  Texas 1 (11%) - 2 (17%) -
  New Jersey 1 (11%) - 1 (8%) -
  Michigan 1 (11%) - 1 (8%) -
  Indiana 1 (11%) - 1 (8%) -
  Illinois 1 (11%) - 1 (8%) -
  Colorado 1 (11%) - 1 (8%) -
  California 1 (11%) - 1 (8%) -
Total 9 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (22%) - 3 (25%) -
Secondary Buyout 3 (33%) - 3 (25%) -
Divestiture 1 (11%) - 2 (17%) -
Special Situations/Distressed 2 (22%) - 2 (17%) -
Acquisition Financing - - 1 (8%) -
Growth Capital 1 (11%) - 1 (8%) -
Total 9 - 12 -

Exits by Deal Type

Type Total # Value
Merger 1 (33%) -
Trade Sale 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Total 3 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
6 100%
Exited to
Strategic(s)
100%
2 100%

 Subscribe to unlock this and 152,087
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 3.9K Private Equity Firms
  • 140K M&A Transactions
  • 148K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.1K M&A Advisors
    (Investment Banks and Law Firms)
  • 41K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.