About us

Investment Strategy

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Balmoral encourages and supports management teams to achieve full strategic and operating potential.

Clear investment parameters

• Control positions
• Mid-market European businesses
• €30m to €300m enterprise value
• Companies requiring strategic and operating changes, as well as capital

Wide range of ownership situations

• Non-core businesses of larger corporations
• Ownership transition
• Recapitalisation
• Capital injection to support more ambitious growth strategies
• Public-to-private

Focus on businesses with a potentially strong and defensible competitive position

• Underperforming their full potential
• Growth platform for more ambitious growth strategies – organic or add-on acquisitions; domestic, regional or global
• Complex operational situations

Focus on sectors where Balmoral has extensive experience

• Manufacturing and engineering
• Consumer goods and retail
• Business/financial services
• Healthcare
• Leisure and media

Balmoral is proactive in seeking the best industrial expertise when required and has an extensive network of contacts for doing so.