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About us:

Our premise is simple: to grow at a rapidly increasing rate while building a great company. We plan to achieve this growth by acquiring companies in Industrial, Energy, Health Care, Manufacturing, IT, and Agriculture.

We are always focused on assembling the right team for every opportunity and helping them do their best, growing and scaling our partners, and using the best equipment and technology.

Criteria

Acquired Business

Acquired Business

DO IT RIGHT

The acquired business must be well established and have a strong management team.
Criteria

Ownership

Ownership

SOLUTION

Balmoral Investments must be in a position to apply its active ownership policy by making meaningful contributions to the promotion of the business.
Criteria

EBITDA

EBITDA

PROFITABILITY

> $0.7 Million

Criteria

Enterprise Value

Enterprise Value

VALUE

< $35 Million

Due Diligence Process



Canaan

Balmoral Investments Advantage

Technology

Revolutionary data-driven approach to strengthening decisio nmaking in private investing.
Sourcing Advantage Leveraging machine learning and data science to assist the investment team in identifying winners.
Decision-making Advantage Balmoral Investments has delivered differentiated data-driven insights throughout the portfolio that competitors can’t replicate.
Value Creation Holistic support to help portfolio companies grow.
Proprietary Insights Unique, data-driven Balmoral Investments provide competitor analyses, product insights, geographic and category trends.
Growth Strategy Product strategy is critical to sustainable growth. Balmoral Investments insights help entrepreneurs make better product decisions.

Business Buyer Comparison

Typical Private Equity FirmTypical Corporate Acquirer
GoalsGrow long-term cashflows; employ veteransMaximize investor returns—and PE firm profitsGrow earnings at the mothership
ApproachGrow and improve Try growing, then sell companyIntegrate your company; often cut people/facilities
Ownership PeriodLong-term3-6 yearsLong-term
Retain Culture & Preserve Legacy?MostlyUnlikely. Two new owners in just a few yearsUnlikely. Often a new name, leader, and culture
Management planWe insert a new CEO with military and business leadership experienceMost firms want management to stayVaries. May not care if management stays
FocusDedicated CEO and advisory board. Limited holdingsOwn many businesses; buy & sell oftenCorporate results; often have quarterly focus
‘Skin in the Game’Balmoral's team invests a large stake Very low. Almost all funds from outside investorsVery low, unless family or operator-owned
Retain some Equity to Sell Later?Will consider if desired by owner Yes, this is commonUncommon

Common Seller Considerations

Cement Your Legacy

Many buyers erase owners’ legacies by consolidating facilities, cutting employees, and/or imposing their culture.  Balmoral Invesments preserves owners’ legacies by running the business well, keeping businesses’ names, and treating employees fairly.

Deal with a Good Partner

Balmoral's experience and straight-forward approach lead to efficiency and trust.  Many other buyers lack knowledge, change terms at the last minute, fake interest to view confidential info, or tie owners up with an offer then fail to close.

Concern for Employees

Many buyers plan to let people go and are more concerned with short-term results than employees. Balmoral Investments works with the existing team, grows capabilities, rewards appropriately, and holds each other accountable, if needed.

Receive Fair Value

It often makes more financial sense for an owner not to sell.  When an owner is selling, Semper wants a win-win deal.  Occasionally, others pay more because they’re cutting costs (your employees or facility) or can otherwise grow earnings.