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 aremachinery (12%) and manufacturing (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 (50%).

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

M&A Summary

  • M&A Total Activity25
    • M&A Buy Activity17
    • M&A Sell Activity8
  • Total Sectors Invested 12
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 8
  • 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) # 5 - 1 - 2 - 8
  25

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
Bennington Marine 2018-05-01 - Trade Sale
Elkhart, Indiana · www.benningtonmarine.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Aerospace 1 (11%) - 2 (12%) -
Business Services 1 (11%) - 2 (12%) -
Machinery - - 2 (12%) -
Manufacturing 2 (22%) - 2 (12%) -
Transportation 2 (22%) - 2 (12%) -
Chemicals 1 (11%) - 1 (6%) -
Construction - - 1 (6%) -
Distribution - - 1 (6%) -
Electronics - - 1 (6%) -
Information Technology 1 (11%) - 1 (6%) -
Marine - - 1 (6%) -
Restaurants 1 (11%) - 1 (6%) -
Total 9 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 17 (100%) -
  Florida 1 (11%) - 4 (24%) -
  Texas 2 (22%) - 3 (18%) -
  California 2 (22%) - 2 (12%) -
  Pennsylvania 1 (11%) - 1 (6%) -
  Oregon 1 (11%) - 1 (6%) -
  New Jersey 1 (11%) - 1 (6%) -
  Colorado 1 (11%) - 1 (6%) -
  Michigan - - 1 (6%) -
  Indiana - - 1 (6%) -
  Illinois - - 1 (6%) -
  Arizona - - 1 (6%) -
Total 9 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Divestiture 2 (22%) - 4 (24%) -
Secondary Buyout 2 (22%) - 4 (24%) -
Buyout (LBO, MBO, MBI) 2 (22%) - 3 (18%) -
Growth Capital 1 (11%) - 2 (12%) -
Special Situations/Distressed 1 (11%) - 2 (12%) -
Acquisition Financing - - 1 (6%) -
Going Private 1 (11%) - 1 (6%) -
Total 9 - 17 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (50%) -
Merger 1 (13%) -
Secondary Sale 1 (13%) -
Trade Sale - Public Company 1 (13%) -
Unknown 1 (13%) -
Total 8 -

Top M&A Advisors

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

M&A Connections

Deals
Acquired from
Investor(s)
29%
5 (29%)
Strategic(s)
12%
2 (12%)
Exited to
Investor(s)
13%
1 (13%)
Strategic(s)
63%
5 (63%)

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.

 Subscribe to unlock this and 207,963
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
1 Week Free Trial Learn 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
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal