M&A Deal Summary

Balmoral Funds Acquires AgileX Supply Chain

On March 9, 2017, private equity firm Balmoral Funds acquired transportation company AgileX Supply Chain

Acquisition Highlights
  • This is Balmoral Funds’ 2nd transaction in the Transportation sector.
  • This is Balmoral Funds’ 10th transaction in the United States.
  • This is Balmoral Funds’ 1st transaction in New Jersey.

M&A Deal Summary
Date 2017-03-09
Target AgileX Supply Chain
Sector Transportation
Buyer(s) Balmoral Funds
Deal Type Buyout (LBO, MBO, MBI)

Target

AgileX Supply Chain

Lyndhurst, New Jersey, United States
AgileX Supply Chain LLC is a global provider of customized supply chain management solutions. Company deliver best-in-class services with an international footprint in North America and Europe. Company service many key industrial markets including Oil & Gas, Government/Military, Energy Services, Food Technology, Chemical/Petrochemical, and Environmental Services.

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Buyer(S) 1

Buyer

Balmoral Funds

Los Angeles, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2005
PE ASSETS 200M USD
Size Small
Type Sector Agnostic
DESCRIPTION

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.

DEAL STATS #
Overall 10 of 17
Sector (Transportation) 2 of 2
Type (Buyout (LBO, MBO, MBI)) 2 of 3
State (New Jersey) 1 of 1
Country (United States) 10 of 17
Year (2017) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-03-11 GlobalOptions Services

Orlando, Florida, United States

GlobalOptions Services, Inc. is a provider of investigation service

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-03 Mooyah

Frisco, Texas, United States

Mooyah Burgers, Fries & Shakes is a fast-casual, "better burger" concept offering mouthwatering, made-to-order burgers, French fries hand cut from Idaho potatoes, and real ice cream shakes. Mooyah serves fresh, lean Certified Angus Beef®, all natural Jennie-O® turkey burgers, black bean veggie burgers, buns baked in-house daily, real cheeses and toppings made from garden-fresh veggies. Mooyah was founded in 2007 and is based in Frisco, Texas.

Buy -
Mergr

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