| Date | Title | Description |
| 10.07.2026 | Trecora acquires Deltech Monomers assets in Baton Rouge, LA | THE WOODLANDS, Texas–(BUSINESS WIRE)–Trecora has acquired the assets of Deltech Monomers OpCo LLC, located in Baton Rouge, Louisiana. The acquired facility is North America’s leading producer of divinyl benzene, vinyl toluene, and various o... |
| 10.07.2026 | An affiliate of Balmoral Funds LLC Acquires Wilbur-Ellis Nutrition, LLC | BUHL, ID – An affiliate of Balmoral Funds LLC (“Balmoral”) has acquired Wilbur-Ellis Nutrition, LLC (“Nutrition” or the “Company” or “Rangen”), a leading provider of custom nutrition products in Pet, Aquaculture and Livestock markets, from ... |
| 10.07.2026 | RHI Magnesita expands footprint in North America through Resco Group acquisition | Acquisition will strengthen customer solutions in North America, with increased local-for-local production and RHIM’s global leading innovation and expertise
28 January 2025 – RHI Magnesita, the leading global supplier of high-grade refract... |
| 10.07.2026 | An Affiliate of Balmoral Funds LLC Acquires R.H. Sheppard Co., Inc. | HANOVER, Pa.–(BUSINESS WIRE)–An affiliate of Balmoral Funds LLC (“Balmoral”) has successfully acquired R.H. Sheppard Co., Inc. (“Sheppard” or the “Company”), a leading provider of steering technologies for Class 5-8 trucks in North America,... |
| 10.07.2026 | Balmoral Funds Acquires Xirgo Technologies, Former Sensata Insights Business Unit | SANTA MONICA, Calif.–(BUSINESS WIRE)–An affiliate of Balmoral Funds LLC has successfully acquired and rebranded Sensata Technologies’ (NYSE: ST) Insights business unit as Xirgo Technologies. This strategic move establishes Xirgo as an indep... |
| 10.07.2026 | Balmoral Funds Acquires DWFritz Automation, LLC | LOS ANGELES & WILSONVILLE, Ore.–(BUSINESS WIRE)–DWFritz Automation (“DWF” or the “Company”), a leading provider of customized nano-automation solutions and precision metrology, has been acquired from Sandvik AB (OM: SAND) by an affiliat... |
| 03.04.2024 | Balmoral Funds LLC is pleased to announce the closing of our Special Situations Fund IV | Balmoral Funds LLC is pleased to announce the closing of our Special Situations Fund IV with $445 million of committed capital. This new fund allows Balmoral to continue to partner with experienced management teams and operators to help lea... |
| 10.11.2023 | Trecora LLC, an Affiliate of Balmoral Funds, Acquires Chemtrade Logistics’ Lubricant Additives Business in Lawrence, KS | (The Woodlands, TX) – Trecora LLC, has acquired the lubricant additives business of Chemtrade Logistics based in Lawrence, KS. The business, one of North America’s leading producers of Phosphorus Pentasulfide (P2S5), will be part of Trecora... |
| 10.07.2023 | Balmoral sells KP Aviation, a leading provider of aerospace aftermarket sale and leasing services | Balmoral Funds LLC, a Los Angeles-based private equity firm, is pleased to announce the successful conclusion of its longstanding partnership with KP Aviation (or the “Company”). The partnership, which began in 2008, saw Balmoral provide st... |
| 09.05.2023 | Enesco, LLC to be acquired by Ad Populum, LLC | January 05, 2023 – Balmoral Funds LLC (“Balmoral”) announced today the sale of Enesco, LLC (“Enesco” or the “Company”) to Ad Populum, LLC (“Ad Populum”). Financial terms of the transaction were not disclosed.
For 60+ years, Enesco has been... |
| 27.06.2022 | Balmoral Funds, LLC Completes Acquisition of Trecora Resources | June 27, 2022
Balmoral Funds LLC has acquired Trecora Resources (NYSE: TREC), a publicly traded specialty chemicals producer via a take-private transaction for $9.81/share.
Trecora operates two facilities near Houston, Texas, including a ... |
| 27.05.2022 | Epsilyte’s Crocker wins first Carteaux award | Brad Crocker, the CEO of materials maker Epsilyte LLC, has been awarded the inaugural William R. Carteaux Leadership Award from the Plastics Industry Association
Carteaux led the association from 2005 until he passed away from leukemia in ... |
| 08.03.2022 | Affiliate of Balmoral Funds Agrees to Purchase Resco Products, Inc. (“Resco”) | (Pittsburgh, PA) — An affiliate of Balmoral Funds LLC has signed and closed on a definitive agreement to purchase Resco Products, Inc, a leading refractory manufacturer, from an affiliate of Wellspring Capital Management LLC. Industry veter... |
| 13.10.2021 | Epsilyte acquires StyroChem to expand capacity and customer solutions | 1 October 2021 – Epsilyte Holdings LLC, a leading provider of advanced materials for building insulation, cold-chain packaging, and personal safety equipment has acquired StyroChem Canada, Ltd., a leading North American producer of expandab... |
| 12.08.2021 | - | - |
| 01.06.2021 | Balmoral Expands Reach in Chemicals, Acquires Polysource | 1st June 2021
Epsilyte Holdings LLC, a leading provider of expandable polystyrene (EPS), services, and solutions has acquired Polysource Inc., a leading producer of compounded EPS and molded products used in building insulation, personal... |
| 01.06.2021 | Balmoral Expands Reach in Chemicals, Acquires Polysource | 1st June 2021
Epsilyte Holdings LLC, a leading provider of expandable polystyrene (EPS), services, and solutions has acquired Polysource Inc., a leading producer of compounded EPS and molded products used in building insulation, personal... |
| 05.01.2021 | Balmoral Sells VESTA Modular, a Leading Provider of Temporary and Permanent Modular Space Solutions
Contacts | January 01, 2021 10:36 AM Eastern Standard Time
LOS ANGELES–(BUSINESS WIRE)–Balmoral Funds LLC (“Balmoral”) announced today the sale of VESTA Housing Solutions LLC (“VESTA” or the “Company”) to Kinderhook Industries, LLC (“Kinderhook”) and... |
| 05.01.2021 | Balmoral Sells VESTA Modular, a Leading Provider of Temporary and Permanent Modular Space Solutions | January 01, 2021 10:36 AM Eastern Standard Time
LOS ANGELES–(BUSINESS WIRE)–Balmoral Funds LLC (“Balmoral”) announced today the sale of VESTA Housing Solutions LLC (“VESTA” or the “Company”) to Kinderhook Industries, LLC (“Kinderhook”) and... |
| 14.09.2020 | Balmoral Partners with Management to make Chemical Investment | (Peru, IL) — An affiliate of Balmoral Funds LLC has signed a definitive agreement to purchase the expandable polystyrene (“EPS”) business of Flint Hills Resources Peru through a management buyout led by industry veteran Brad Crocker. The tr... |
| 22.04.2020 | iGPS: From Product Innovation to Market Leadership, One Pallet at a Time | Pallets “are the industrial equivalent of oxygen,” according to Jonathan Victor, co-founder of Balmoral Funds, a private equity firm in Los Angeles. They are often invisible to the average person, seemingly ubiquitous and taken for granted,... |
| 22.04.2020 | iGPS: From Product Innovation to Market Leadership, One Pallet at a Time
How plastic pallet company iGPS went from a startup to becoming the leading provider of sustainable plastic pallets in North A... | Pallets “are the industrial equivalent of oxygen,” according to Jonathan Victor, co-founder of Balmoral Funds, a private equity firm in Los Angeles. They are often invisible to the average person, seemingly ubiquitous and taken for granted,... |
| 19.02.2020 | AIC Completes Second Add-on Acquisition | Aero Interiors Company (“AIC”), an affiliate of Balmoral Funds, has acquired the assets of ECNC Inc., an aerospace-focused CNC machining and milling business based in Oregon. This acquisition meaningfully expands the breadth of products and... |
| 15.11.2019 | East West Bank Agents $90MM Facility for iGPS Logistics | East West Bank served as Lead Arranger and Administrative Agent for a three- year, $90 million senior secured credit facility, consisting of a i) $65 million asset based revolving line of credit, and ii) $25 million cash-flow term loan. The... |
| 07.06.2019 | Balmoral Solidifies Investment in Joint Venture Partner | After several years of a successful joint venture partnership, Balmoral Funds has completed an equity investment in KP Aviation (“KPA”), an aerospace aftermarket sale and leasing company based in Reno, NV.
Balmoral began its relationship w... |
| 14.05.2019 | Aero Interiors Company Completes Bolt-On Acquisition of AeroV | Aero Interiors Company (“AIC”), an affiliate of Balmoral Funds, has acquired the assets of AeroV, a designer, manufacturer and assembler of products for aircraft interiors based in Austin, Texas. The acquisition of AeroVentions represents a... |
| 01.04.2019 | Balmoral Invests in Aerospace Carve-out | An affiliate of Balmoral Funds has teamed up with an all-new senior management team to acquire Aero Interiors Company (“AIC”) from a Fortune 500 Aerospace and Defense company in March 2019. AIC is a custom aircraft interior manufacturing co... |
| 12.03.2019 | Enesco Completes Acquisition of Things Remembered | We are pleased to announce that our portfolio company, Enesco, a global leader in the giftware, home décor, and accessories industries has completed its acquisition of Things Remembered, Inc., the leading omnichannel retailer of personalize... |
| 15.01.2019 | Balmoral Funds Announces the Closing of Fund III | Balmoral Funds LLC is pleased to announce the closing of our Special Situations Fund III with $230 million of committed capital. This new fund allows Balmoral to continue to partner with experienced management teams and operators to help le... |
| 20.11.2018 | Santa Monica’s Balmoral Funds Invests in Modular Building Firm | Santa Monica private equity firm Balmoral Funds and senior managers of Vesta Modular, a provider of rentable modular buildings, purchased the ownership interests of the Birmingham, Mich.-based company’s initial investors.
Terms of the tran... |
| 30.05.2018 | Polaris Industries Inc. Signs Definitive Agreement to Acquire Boat Holdings, LLC, the Leading Manufacturer of Pontoon Boats in the U.S. | MINNEAPOLIS–(BUSINESS WIRE)–Polaris Industries Inc. (NYSE: PII) (“Polaris”) announced today that it has signed a definitive agreement to acquire Boat Holdings, LLC (“Boat Holdings”), a boat manufacturer owned by the Vogel family, management... |
| 01.04.2018 | Enesco LLC Announces the Sale of Gund to Spin Master Corp. | Los Angeles / April 2018 – Balmoral Funds is pleased to announce the sale of GUND to Spin Master (TSX:TOY), a leading global children’s entertainment company. GUND was a division of Balmoral’s portfolio company Enesco LLC, and is the oldest... |
| 03.11.2017 | iGPS Logistics Secures $50 Million Revolver with East West Bank | East West Bank announced that it served as Lead Bank and Administrative Agent for a three-year, $50 million fully conforming ABL revolving line of credit. iGPS Logistics LLC used the facility to refinance its previously existing debt and fu... |
| 28.04.2017 | Balmoral Funds Announces Investment in MOOYAH | - |
| 21.03.2017 | Balmoral Funds announces AgileX Supply Chain LLC | Balmoral Funds announces AgileX Supply Chain LLC
Los Angeles, CA – March 9, 2017 – Balmoral Funds LLC (“Balmoral”), a leading lower-middle-market private equity firm, announced that its newly formed portfolio company, AgileX Supply Chain L... |
| 21.03.2017 | Balmoral Funds announces AgileX Supply Chain LLC | Balmoral Funds announces AgileX Supply Chain LLC
Los Angeles, CA – March 9, 2017 – Balmoral Funds LLC (“Balmoral”), a leading lower-middle-market private equity firm, announced that its newly formed portfolio company, AgileX Supply Chain L... |
| 05.12.2015 | Balmoral Funds Makes Investment in Silver Aero | Los Angeles – December 2015 – Balmoral Funds, a private equity fund based in Los Angeles, has agreed to form a partnership and make an investment in Silver Aero, a privately held company that sells and leases aftermarket aircraft engines, a... |
| 10.11.2015 | Balmoral Funds Completes The Acquisition of Enesco, LLC | Los Angeles, CA – November 9, 2015 – Balmoral Funds, a Los Angeles based private equity fund focused on partnering with talented and committed management teams in the mid-market, announced today that an affiliate has acquired Enesco, LLC, a... |
| 07.10.2015 | Bennington Marine Closes Deal for Nautic Global Group | Pontoon manufacturer Bennington Marine announced today that it completed the acquisition of the brands and certain assets of Nautic Global Group LLC and is assuring dealers and customers that all of the brands will continue to function inde... |
| 22.09.2015 | Bennington to acquire Nautic brands | ELKHART — Bennington Marine, an Elkhart-based pontoon boat maker, will acquire Nautic Global Group, a recreational boat manufacturer.
It has been only a month since Nautic, also based in Elkhart, announced it was up for sale.
Bennington w... |
| 01.10.2014 | Balmoral Funds Awarded With TMA’s Transaction of The Year | Boston, September 24, 2014
Balmoral Funds and Crystal Financial LLC are pleased to announce that both firms will be awarded with the Turnaround Management Association’s (TMA) Transaction of the Year Mid-Size Company for the acquisition and... |
| 01.08.2013 | iGPS Company is Acquired by iGPS Logistics LLC | ORLANDO, Fla. – August 1, 2013 – Intelligent Global Pooling Systems (iGPS), operator of the world’s first pallet rental service featuring lightweight, 100% recyclable plastic pallets with embedded radio frequency identification (RFID) techn... |
| 04.06.2013 | iGPS Logistics LLC Agrees to Acquire iGPS | Orlando, FL – June 4, 2013 – iGPS Company LLC, (“iGPS”) operator and owner of the largest global pallet rental pool of lightweight, 100% recyclable plastic platforms with embedded RFID tags, today announced that it has reached an agreement ... |
| 19.10.2012 | Balmoral Funds Announces Acquisition of Simclar’s North American Electronics Manufacturing Assets | NEW EXECUTIVES INSTALLED AT THE REBRANDED COMPANY, CONCURRENT MANUFACTURING SOLUTIONS
Hialeah, FL – October 19, 2012 – Balmoral Funds is pleased to announce that it has acquired the assets of Simclar, Inc. in Hialeah, Florida; Ozark, Misso... |
| 05.10.2012 | Balmoral Funds Raises $110 Million Private Equity Fund Continues Strategy of Investing in Middle-Market Businesses in Transition | Balmoral Funds LLC, (www.balmoralfunds.com) a Los Angeles, CA-based private equity firm and registered investment advisory firm, announced the final closing of its second fund totaling $110 million. The firm will continue to invest in middl... |
| 05.10.2012 | Balmoral Funds Raises $110 Million Private Equity Fund Continues Strategy of Investing in Middle-Market Businesses in Transition | Balmoral Funds LLC, (www.balmoralfunds.com) a Los Angeles, CA-based private equity firm and registered investment advisory firm, announced the final closing of its second fund totaling $110 million. The firm will continue to invest in middl... |
| 05.10.2012 | Travis Haynes has Joined the Balmoral Team | Los Angeles, CA – October 2012 – Balmoral Funds LLC, a private equity firm focused on investments in special situations, today announced that Travis Haynes has joined the firm. In this position, he will lead the origination of new investmen... |
| 15.05.2012 | Dispatch Transportation Acquires the Assets of Valley Aggregate Transportation Marking Aggressive Expansion into the Northern California Market | - |
| 01.08.2011 | EnPro Industries Acquires Tara Technologies, Creates Business Unit Dedicated to High Performance Products | CHARLOTTE, N.C., Aug. 1, 2011 /PRNewswire/ — EnPro Industries, Inc. (NYSE: NPO), a leading manufacturer of engineered industrial products, today announced it has acquired Tara Technologies Corporation, a privately-held company that offers h... |
| 03.09.2008 | Balmoral Sells Interstate SouthWest LTD to the Ellwood Group | Download PDF |
| 04.01.2007 | Balmoral Acquires Custom Forging Division from Citation Corp. | Download PDF |
| 05.04.2006 | Balmoral, Tara Capital and key members of mgmt. closed on the acquisition of a semiconductor components business. | Download PDF |
