Balmoral Funds
Overview
Balmoral Funds is a Los Angeles-based private equity firm founded in 2005, managing approximately $1.3 billion in assets. The firm focuses on partnering with talented and committed management teams to invest in and revitalize companies across the United States. Balmoral specializes in complex operational or financial challenges, providing flexible capital to companies in need of transformation. The firm's investment strategy includes control and shared-control investments in common and preferred equity securities, with the capability of investing an additional $100 million or more in particularly compelling opportunities. Balmoral typically invests in companies with revenues between $30 million and $800 million, across a wide range of industries, including aerospace, defense, engineered materials, gift and collectibles, home decor, logistics, mobile assets, steel forging, heavy industrial, restaurant brand, modular facility construction and rental, boat manufacturing, contract electronics manufacturing, insurance services, and software. Balmoral's portfolio includes companies such as iGPS, a provider of plastic pallet rental services; Resco Products, a refractory manufacturer; and Enesco, a leader in the gift and collectibles industry. The firm's approach emphasizes partnering with excellent and principled management teams, often involving them in meaningful equity alongside Balmoral in each transaction. This partnership approach positions Balmoral as a preferred financial partner for sellers, offering high certainty of close, maximum value to stakeholders, and the resources to invest in necessary transformations for the business.
Investment Focus
- Companies with revenues between $30 million and $800 million
- Control and shared-control investments in common and preferred equity securities
- Willingness to invest in debt securities in connection with an equity investment or warrant issuance
- Ability to invest an additional $100 million or more in particularly compelling opportunities
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Balmoral Funds
What sectors does Balmoral Funds invest in?
Balmoral Funds invests in Software, Logistics, Aerospace, Defense, Insurance Services and Home Decor, and is based in Los Angeles, California, United States. Balmoral Funds is listed as a private equity in the ConnectSafely investor database.
What stage does Balmoral Funds invest at?
Balmoral Funds backs companies at Buyout, Turnaround and Distressed, writing cheques of 10M - 100M.
Which regions does Balmoral Funds invest in?
Balmoral Funds invests across United States.
Who are the partners at Balmoral Funds?
Team members listed for Balmoral Funds include Luke Mau (Chief Financial Officer) and Curtis Godin (Vice President).
What companies has Balmoral Funds invested in?
Balmoral Funds's portfolio includes iGPS, Resco Products and Enesco.
How do I contact Balmoral Funds?
Balmoral Funds's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
