Investment Summary

Balmoral Funds Invests In GlobalOptions Services

On July 21, 2010, private equity firm Balmoral Funds invested in business services company GlobalOptions Services

Investment Highlights
  • This is Balmoral Funds’ 1st transaction in the Business Services sector.
  • This is Balmoral Funds’ 4th transaction in the United States.
  • This is Balmoral Funds’ 2nd transaction in Florida.
Investment Fate
  • GlobalOptions Services merged with another company in 2016.

Investment Summary

Date 2010-07-21
Target GlobalOptions Services
Sector Business Services
Investor(s) Balmoral Funds
Deal Type Acquisition Financing

Target

GlobalOptions Services

Orlando, Florida, United States
GlobalOptions Services, Inc. is a provider of investigation service

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Investor(S) 1

Investor

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 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
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -