Investment Summary |
|
|---|---|
| Date | 2010-07-21 |
| Target | GlobalOptions Services |
| Sector | Business Services |
| Investor(s) | Balmoral Funds |
| Deal Type | Acquisition Financing |
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 | 4 of 20 |
| Sector: Business Services M&A | 1 of 2 |
| Type: Acquisition Financing M&A Deals | 1 of 1 |
| State: Florida M&A | 2 of 4 |
| Country: United States M&A | 4 of 20 |
| Year: 2010 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-12-01 |
Bennington Marine
Elkhart, Indiana, United States Bennington Marine is a manufacturer of pontoon boats. Bennington Marine is based in Elkhart, Indiana. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-08-01 |
Tara Technologies
Daytona Beach, Florida, United States Tara Technologies is a designer, tester and manufacturer of precision components and systems used in critical applications for leading global manufacturers in semiconductor, aerospace, military, energy and medical markets for 50+ years. Tara was a sole-supplier of critical parts to many of its customers, including Applied Materials. |
Sell | - |