Balmoral Funds Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Balmoral Funds has acquired 4 companies.

Balmoral Funds’ most common sectors for investment aremanufacturing (18%) and transportation (12%) . The Firm’s most common investment types include divestiture (24%) and secondary buyout (24%). In total, Balmoral Funds has invested in 11 US states.

In the last 3 years, Balmoral Funds has exited 3 companies. The Firm’s most common exit type is trade sale (34%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity17
    • M&A Sell Activity6
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 13 - - 2 - 2 17
Sell (0.6/yr) # 3 - 1 - 2 - 6
  23

Most Recent M&A

Company Date Value Type
DWFritz Automation, Inc. 2024-09-30 - Divestiture
Wilsonville, Oregon · www.dwfritz.com
Xirgo Technologies, Inc. 2024-09-30 - Divestiture
Thousand Oaks, California · www.xirgoglobal.com
KP Aviation LLC 2023-07-06 - Unknown
Mesa, Arizona · www.kpaviation.net
Enesco LLC 2023-01-06 - Trade Sale
Itasca, Illinois · www.enesco.com
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 Sale
Southfield, Michigan · www.vestamodular.com
KP Aviation LLC 2019-05-01 - Growth Capital
Mesa, Arizona · www.kpaviation.net
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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 3 (27%) - 3 (18%) -
Aerospace 1 (9%) - 2 (12%) -
Business Services 1 (9%) - 2 (12%) -
Machinery - - 2 (12%) -
Transportation 2 (18%) - 2 (12%) -
Chemicals 1 (9%) - 1 (6%) -
Construction - - 1 (6%) -
Distribution - - 1 (6%) -
Electronics 1 (9%) - 1 (6%) -
Information Technology 1 (9%) - 1 (6%) -
Restaurants 1 (9%) - 1 (6%) -
Total 11 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 17 (100%) -
  Florida 2 (18%) - 4 (24%) -
  Texas 2 (18%) - 3 (18%) -
  California 2 (18%) - 2 (12%) -
  Pennsylvania 1 (9%) - 1 (6%) -
  Oregon 1 (9%) - 1 (6%) -
  New Jersey 1 (9%) - 1 (6%) -
  Indiana 1 (9%) - 1 (6%) -
  Colorado 1 (9%) - 1 (6%) -
  Michigan - - 1 (6%) -
  Illinois - - 1 (6%) -
  Arizona - - 1 (6%) -
Total 11 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Divestiture 3 (27%) - 4 (24%) -
Secondary Buyout 2 (18%) - 4 (24%) -
Buyout (LBO, MBO, MBI) 2 (18%) - 3 (18%) -
Growth Capital 1 (9%) - 2 (12%) -
Special Situations/Distressed 2 (18%) - 2 (12%) -
Acquisition Financing - - 1 (6%) -
Going Private 1 (9%) - 1 (6%) -
Total 11 - 17 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (33%) -
Merger 1 (17%) -
Secondary Sale 1 (17%) -
Trade Sale - Public Company 1 (17%) -
Unknown 1 (17%) -
Total 6 -

Top M&A Advisors

Financial Deals
Piper Sandler & Co.
 1
Legal Deals
Blank Rome
 1
GreenbergTraurig
 1

M&A Connections

Deals
Acquired from
Investor(s)
29%
5 (29%)
Strategic(s)
12%
2 (12%)
Exited to
Investor(s)
17%
1 (17%)
Strategic(s)
50%
3 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

200M USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Jonathan Victor

Founder & Senior Managing Director

David Shainberg

Managing Director

Robin Nourmand

Managing Director

Travis Haynes

Managing Director

Luke Mau

CFO

FAQ

When was Balmoral Funds founded?

Balmoral Funds was founded in 2005.

What type of investor is Balmoral Funds?

Balmoral Funds is a private equity firm.

Where is Balmoral Funds headquartered?

Balmoral Funds is headquartered in Los Angeles, California.

How much capital does Balmoral Funds have under management?

Balmoral Funds has 200M USD under management.

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