Balmoral Funds Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Balmoral Funds has acquired 2 companies.

Balmoral Funds’ most common sectors for investment arebusiness services (15%) and machinery (15%) . The Firm’s most common investment types include secondary buyout (29%) and buyout (lbo, mbo, mbi) (22%). In total, Balmoral Funds has invested in 9 US states.

In the last 3 years, Balmoral Funds has exited 1 company. The Firm’s most common exit type is trade sale (25%).

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M&A Summary

  • M&A Total Activity18
    • M&A Buy Activity14
    • M&A Sell Activity4
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.6/yr) # 11 1 - - - 2 14
Sell (0.2/yr) # 3 - - - 1 - 4
  18

Most Recent M&A

Company Date Value Type
Trecora Resources, Inc. 2022-06-27 - Going Private
Sugar Land, Texas · www.trecora.com
Resco Products, Inc. 2022-03-08 - Secondary Buyout
Pittsburgh, Pennsylvania · www.rescoproducts.com
VESTA Modular LLC 2021-01-04 - Secondary Buyout
Southfield, Michigan · www.vestamodular.com
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
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

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (10%) - 2 (14%) -
Machinery - - 2 (14%) -
Manufacturing 2 (20%) - 2 (14%) -
Transportation 2 (20%) - 2 (14%) -
Aerospace 1 (10%) - 1 (7%) -
Chemicals 1 (10%) - 1 (7%) -
Construction - - 1 (7%) -
Distribution 1 (10%) - 1 (7%) -
Electronics 1 (10%) - 1 (7%) -
Restaurants 1 (10%) - 1 (7%) -
Total 10 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 14 (100%) -
  Florida 2 (20%) - 4 (29%) -
  Texas 2 (20%) - 3 (21%) -
  Pennsylvania 1 (10%) - 1 (7%) -
  New Jersey 1 (10%) - 1 (7%) -
  Indiana 1 (10%) - 1 (7%) -
  Illinois 1 (10%) - 1 (7%) -
  Colorado 1 (10%) - 1 (7%) -
  California 1 (10%) - 1 (7%) -
  Michigan - - 1 (7%) -
Total 10 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 3 (30%) - 4 (29%) -
Buyout (LBO, MBO, MBI) 2 (20%) - 3 (21%) -
Divestiture 1 (10%) - 2 (14%) -
Special Situations/Distressed 2 (20%) - 2 (14%) -
Acquisition Financing - - 1 (7%) -
Going Private 1 (10%) - 1 (7%) -
Growth Capital 1 (10%) - 1 (7%) -
Total 10 - 14 -

Exits by Deal Type

Type Total # Value
Merger 1 (25%) -
Secondary Sale 1 (25%) -
Trade Sale 1 (25%) -
Trade Sale - Public Company 1 (25%) -
Total 4 -

Top M&A Advisors

Financial Deals
Piper Sandler & Co.
1
Legal Deals
Blank Rome LLP
1
Greenberg Traurig LLP
1

M&A Connections

Deals
Acquired from
Investor(s)
36%
5 (36%)
Exited to
Investor(s)
25%
1 (25%)
Strategic(s)
50%
2 (50%)

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