Balmoral Funds

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.