Tracked deals
10
10 tracked deals across 2019-2024.
Private Equity Firm
Manufacturing
Balmoral Funds
Los Angeles, California, United States
Los Angeles-based private equity firm focused on partnering with management teams to invest in and revitalize companies.
- Focus Areas
- Industrial and manufacturing businesses, Industrial automation and precision manufacturing (via platform companies), Specialty chemicals / petrochemicals (via portfolio companies)
- Website
- balmoralfunds.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
4 addon · 4 buyout · 1 divestiture
Balmoral Funds Acquisition Volume by Year
Last 6 years
Supporting Data
Recent Transactions
-
December 20, 2024
- Buyer
- Balmoral Funds LLC (affiliate)
- Target
- R.H. Sheppard Co., Inc.
- Seller
- Bendix Commercial Vehicle Systems LLC, Knorr-Bremse
- Industry
- Manufacturing
- Location
- Pennsylvania, United States
- Type
- Buyout
An affiliate of Balmoral Funds LLC has acquired R.H. Sheppard Co., Inc. from Bendix Commercial Vehicle Systems LLC (a North American subsidiary of Knorr-Bremse). The transaction establishes Sheppard as an independent, PE-backed platform focused on steering technologies for Class 5-8 trucks, with management and operational investment planned to drive growth and innovation.
-
September 30, 2024
- Buyer
- Balmoral Funds LLC (affiliate), Michael Pacione, Paul Cihak, Tyler McCoy, Jason Darley
- Target
- DWFritz Automation, LLC
- Seller
- Sandvik AB
- Industry
- Manufacturing
- Location
- Oregon, United States
- Type
- Buyout
An affiliate of Balmoral Funds LLC has acquired DWFritz Automation, LLC from Sandvik AB. Balmoral will partner with industry veterans Michael Pacione, Paul Cihak, Tyler McCoy, and Jason Darley to operate DWF as an independent precision automation and metrology company and invest in technology, commercial expansion, and growth.
-
September 30, 2024
- Buyer
- Balmoral Funds LLC
- Target
- Xirgo Technologies
- Seller
- Sensata Technologies
- Industry
- Telecommunications
- Location
- Illinois, United States
- Type
- Divestiture
An affiliate of Balmoral Funds LLC acquired Sensata Technologies' Insights business unit and rebranded it as Xirgo Technologies, establishing the unit as an independent IoT and telematics company. Balmoral will invest in R&D and market expansion while appointing IoT veteran Chris Wolfe as CEO to drive growth in IoT and AI video markets; Xirgo supports over 900 channel partners and deploys more than 1.6 million devices per year.
-
- Buyer
- Trecora LLC, Balmoral Funds
- Target
- Chemtrade Logistics' Lubricant Additives Business (Lawrence, KS)
- Seller
- Chemtrade Logistics
- Industry
- Manufacturing
- Location
- Kansas, United States
- Type
- Addon
Trecora LLC, an affiliate of private equity firm Balmoral Funds, has acquired the lubricant additives business of Chemtrade Logistics located in Lawrence, Kansas. The acquired business — a leading North American producer of phosphorus pentasulfide (P2S5) — will be integrated into Trecora's Specialty Chemicals business; financial terms were not disclosed.
-
July 27, 2022
- Buyer
- Balmoral Funds, LLC
- Target
- Trecora Resources
- Seller
- Public shareholders of Trecora Resources
- Industry
- Manufacturing
- Location
- Texas, United States
- Type
- Buyout
Balmoral Funds, LLC completed a take-private acquisition of Trecora Resources (NYSE: TREC) in June 2022 at $9.81 per share, supported by a $130 million senior secured term loan arranged by White Oak. Trecora, a Texas-based specialty petrochemicals and synthetic waxes manufacturer operating facilities near Houston, will be led as a private company to execute Balmoral's growth plan.
-
- Buyer
- Epsilyte Holdings LLC, Balmoral Funds, LLC
- Target
- StyroChem Canada, Ltd.
- Seller
- PMC Capital Partners, LLC
- Industry
- Building Products
- Location
- Quebec, Canada
- Type
- Addon
Epsilyte Holdings LLC, a Balmoral Funds portfolio company, has acquired StyroChem Canada, Ltd. from PMC Capital Partners; financial terms were not disclosed. The deal creates one of North America’s largest producers of expandable polystyrene (EPS), with Epsilyte operating three production sites and more than 300 associates, and is intended to expand capacity and customer solutions across building insulation, packaging and safety markets.
-
June 1, 2021
- Buyer
- Epsilyte Holdings LLC, Balmoral Funds LLC
- Target
- Polysource Inc.
- Industry
- Manufacturing
- Location
- Ohio, United States
- Type
- Addon
Epsilyte Holdings LLC, a portfolio company of Balmoral Funds, has acquired Polysource Inc., a Piqua, Ohio-based producer of compounded expandable polystyrene (EPS) and molded products. The deal creates a new "Compounded EPS" business unit within Epsilyte (Polysource has ~90 employees), retains Polysource chairman Erik Wehtje as an adviser, and names Matthew Cox to lead the new unit.
-
September 14, 2020
- Buyer
- Affiliate of Balmoral Funds LLC, Management team led by Brad Crocker
- Target
- Epsilyte (expandable polystyrene business of Flint Hills Resources in Peru, Illinois)
- Seller
- Flint Hills Resources
- Industry
- Manufacturing
- Location
- Illinois, United States
- Type
- Buyout
An affiliate of Balmoral Funds LLC has signed a definitive agreement to purchase the expandable polystyrene (EPS) business of Flint Hills Resources in Peru, Illinois, in a management buyout led by industry veteran Brad Crocker. The business will operate under the trade name Epsilyte and the transaction was expected to close in fall 2020; Balmoral said it will partner with management to invest in growth and operational improvements.
-
June 7, 2019
- Buyer
- Balmoral Funds
- Target
- KP Aviation
- Seller
- Kim Schulze, Paul Schulze
- Industry
- Aerospace & Defense
- Location
- Nevada, United States
- Type
- Growth capital
Balmoral Funds completed an equity investment in KP Aviation (KPA), an aerospace aftermarket sale and leasing company, formalizing a longer-term partnership to fund KPA’s growth. Founders Kim and Paul Schulze sold a significant ownership stake as KPA pursues expansion and works with lenders on a revolving credit facility.
-
- Buyer
- Aero Interiors Company, Balmoral Funds
- Target
- AeroVentions, LLC
- Industry
- Manufacturing
- Location
- Texas, United States
- Type
- Addon
Aero Interiors Company (an affiliate of Balmoral Funds) completed a bolt‑on acquisition of AeroVentions, LLC, a designer, manufacturer and assembler of aircraft interior products based in Austin, Texas. The deal expands AIC’s product breadth, customer relationships and management talent as several senior managers from AeroVentions rejoin the platform to support growth and service quality.
Related Acquisition Pages
Manufacturing Buyers & Acquisitions
7 tracked deals by Balmoral Funds.
Aerospace & Defense Buyers & Acquisitions
1 tracked deal by Balmoral Funds.
Building Products Buyers & Acquisitions
1 tracked deal by Balmoral Funds.
Telecommunications Buyers & Acquisitions
1 tracked deal by Balmoral Funds.
Acquisitions in Illinois
2 tracked deals by Balmoral Funds.
Acquisitions in Texas
2 tracked deals by Balmoral Funds.
Acquisitions in Kansas
1 tracked deal by Balmoral Funds.
Acquisitions in Nevada
1 tracked deal by Balmoral Funds.
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