PE  Balmoral Funds

http://www.balmoralfunds.com





     Office Locations:

11150 Santa Monica Blvd., Suite 825
Los Angeles, CA 90025
Phone: 310-473-3065
Fax: 310-479-1740

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Manufacturing & Industrial
  • Retail & Restaurant
  • Transportation & Distribution

  •  

    Description:

    Founded in 2005, Balmoral Advisors, LLC is a Los Angeles-based private equity firm which invests in recapitalization, special situations, and acquisitions of small and middle-market companies. Balmoral targets companies with revenues of $30- $300 million and makes an investment size of $5-$30 million, with the capability of much larger transactions. Balmoral considers a broad range of industries including manufacturing, business services, consumer products, retail, and value-added distribution. The firm manages two private equity funds with more than $200 million of assets under management. The most recent fund, Balmoral Special Situations Fund II L.P. was raised in 2012 and is a $110 million traditional private equity fund.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or Southern California Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Southern California Database subscription.
    David Shainberg Vice President
    Jonathan A. Victor Senior Managing Director
    Robin Nourmand Managing Director
    Skip Victor Managing Director
    Travis Haynes Principal

     

    Portfolio companies include:


      AgileX Supply Chain
        web link


      Bennington Marine
        web link


      Concurrent Manufacturing
        web link


      Dispatch
        web link


      Enesco LLC
        web link


      GlobalOptions
        web link


      iGPS Logistics
        web link


      Interstate Southwest


      MOOYAH
        web link


      Silver Aero
        web link


      Tara Technologies
        web link


     

    Recent News:


      There is no recent news for Balmoral Funds.