M&A Deal Summary |
|
|---|---|
| Date | 2024-12-20 |
| Target | R.H. Sheppard |
| Sector | Automotive |
| Buyer(s) | Balmoral Funds |
| Sellers(s) | Bendix Commercial Vehicle Systems |
| Deal Type | Divestiture |
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| 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 | 19 of 19 |
| Sector (Automotive) | 1 of 1 |
| Type (Divestiture) | 6 of 6 |
| State (Pennsylvania) | 2 of 2 |
| Country (United States) | 19 of 19 |
| Year (2024) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-30 |
DWFritz
Wilsonville, Oregon, United States DWFritz is a provider of precision metrology, inspection, and assembly solutions for advanced manufacturing. The Company designs, builds, and supports engineer-to-order high-speed, non-contact metrology solutions and automation systems. DWFritz was founded in 1973 and is based in Wilsonville, Oregon. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1999 |
| Sector | Automotive |
Bendix Commercial Vehicle Systems LLC develops and supplies major-edge active safety technologies, air brake charging, and control systems and components under the Bendix® brand name for medium- and heavy-duty trucks, tractors, trailers, buses, and other commercial vehicles throughout North America. Bendix Commercial Vehicle Systems is headquartered in Elyria, Ohio, with manufacturing plants in Acuña, Mexico; Bowling Green, Ky.; and Huntington, Ind.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Automotive) | 1 of 1 |
| Type (Divestiture) | 1 of 1 |
| State (Pennsylvania) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2024) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-30 |
R.H. Sheppard
Hanover, Pennsylvania, United States R.H. Sheppard is a designer and manufacturer of commercial vehicle steering systems, engine pumps and related products and services at the highest quality standards and supports customers with personal service and flexibility. R.H. Sheppard was founded in 1937 and is based in Hanover, Pennsylvania. |
Buy | $149M |
