Balmoral is experienced in pursuing investment opportunities involving complex operational or financial challenges. We understand the significant commitment of time, resources, and professional turnaround experience required to unlock value within non-core, under-performing or distressed businesses.…
Balmoral is experienced in pursuing investment opportunities involving complex operational or financial challenges. We understand the significant commitment of time, resources, and professional turnaround experience required to unlock value within non-core, under-performing or distressed businesses. Accordingly, Balmoral helps creditors, workout groups, corporations with non-core assets, management teams seeking to buy businesses, ESOP trustees, receivers, company advisors and business-owners by providing equity infusions, acquiring non-core or challenged businesses, and/or recapitalizing balance sheets.
Undoubtedly, one of the most important elements of Balmoral’s approach involves identifying and partnering with excellent and principled management teams. This partnership approach often positions Balmoral as the right buyer who can offer the highest certainty of close, value to stakeholders and the key prospects to grow cash flows. Our management partners tend to share our conviction to catalyze change and build long-term value. To that end, our management partners typically invest meaningful equity alongside Balmoral in each of our transactions.
Team (2)
Recent Transactions (13)
Balmoral Funds, LLC
Chemical Manufacturing
invested in
Epsilyte
August 2020
Balmoral Funds, LLC
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
invested in
KP Aviation
May 2019
Balmoral Funds, LLC
Cosmetics & Toiletries Manufacturing
invested in
Things Remembered
March 2019
Balmoral Funds, LLC
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
invested in
Aero Interiors Company
March 2019
Balmoral Funds, LLC
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
acquired
VESTA Modular
November 2018
Balmoral Funds, LLC
Drinking Places (Alcoholic Beverages), Mobile Food Services, Restaurants and Other Eating Places
acquired
Mooyah
April 2017
Balmoral Funds, LLC
Glass and Glass Product Manufacturing, Kitchen utensils, plastics, manufacturing, Metal Kitchen Cookware, Utensil, Cutlery, and Flatware (except Precious) Manufacturing, Pottery, Ceramics, and Plumbing Fixture Manufacturing, Woodenware, kitchen and household, manufacturing
acquired
Enesco LLC
November 2015
Balmoral Funds, LLC
Nonscheduled Chartered Freight Air Transportation, Scheduled Freight Air Transportation
acquired
iGPS Logistics LLC
June 2013
Balmoral Funds, LLC
Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing
acquired
Concurrent Manufacturing Solutions LLC
October 2012
Balmoral Funds, LLC
Process, Physical Distribution, and Logistics Consulting Services, Truck Transportation
acquired
Dispatch
September 2011
Balmoral Funds, LLC
Fintech (Enterprise) / Financial Services Industry Hardware Technology, Fintech (Enterprise) / Financial Services Industry Software
invested in
GlobalOptions
July 2010
Balmoral Funds, LLC
Fabricated Structural Metal Manufacturing, Ferrous Metal Foundries, Iron and Steel Forging, Iron and Steel Mills and Ferroalloy Manufacturing, Steel Product Manufacturing from Purchased Steel
invested in
Interstate Southwest
January 2007
Balmoral Funds, LLC
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
invested in
Tara Technologies Corporation
March 2006
Sectors Balmoral Funds, LLC serves:
Manufacturing
Consumer Goods
Industrials
Business Services
Health Care
Consumer Services
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