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Office Locations:
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11150 Santa Monica Blvd., Suite 825
Los Angeles, CA 90025
Phone: 310-473-3065
Fax: 310-479-1740
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Business Services
Consumer Products & Services
Manufacturing & Industrial
Retail & Restaurant
Transportation & Distribution
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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-$800 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 $750 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.
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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
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
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 |
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