M&A Deal Summary |
|
|---|---|
| Date | 2009-12-01 |
| Target | Bennington Marine |
| Sector | Marine |
| Buyer(s) | Balmoral Funds |
| Deal Type | Special Situations/Distressed |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 200M USD |
| Size | Small |
| Type | Sector Agnostic |
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 | 3 of 20 |
| Sector: Marine M&A | 1 of 1 |
| Type: Special Situations/Distressed M&A Deals | 1 of 2 |
| State: Indiana M&A | 1 of 1 |
| Country: United States M&A | 3 of 20 |
| Year: 2009 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-09-02 |
Interstate Southwest
Navasota, Texas, United States Interstate Southwest is a leading provider of closed die steel forgings, specializing in large components (10 to 2,500 pounds) with complex geometries. ISW provides customers a full range of services including tool design and manufacturing, engineering, prototyping, forging, heat treating and machining. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-07-21 |
GlobalOptions Services
Orlando, Florida, United States GlobalOptions Services, Inc. is a provider of investigation service |
Buy | - |