Investments
Date of Investment
SEPTEMBER 2024
Status
Active
Structure
Equity
Company Profile
Provider of customized automation solutions, precision metrology, inspection, and high precision assembly solutions for advanced manufacturing.
Industry
Industrial Technology
Transaction Type
Corporate Divestiture
Balmoral Opportunity
Partnered with management and industry executives to acquire from a corporate parent
Date of Investment
October 2020
Status
Active
Structure
Equity
Company Profile
Leading producer of expandable polystyrene resins in North America. Based in Peru, IL.
Industry
Advanced Materials
Transaction Type
Corporate Divestiture
Balmoral Opportunity
Partnered with management and industry executives to acquire from a corporate parent
Date of Investment
June 2013
Status
Active
Structure
Majority, in Shared-Control Structure
Company Profile
Operator of the world’s first plastic pallet rental service featuring lightweight, 100% recyclable plastic pallets with embedded radio frequency identification (RFID) technology. The company’s plastic pallets and integrated technologies yield significant savings for product manufacturers (of beverages, foods, pharmaceuticals, agriculture, etc.) and their customers who receive such products (e.g. retailers).
Industry
Logistics / Mobile Assets
Transaction Type
Turnaround followed by growth investment in 2019
Balmoral Opportunity
Partnered with experienced and successful operators and a private equity firm (whose foreign affiliate had manufactured 10 million pallets that iGPS has purchased) to acquire the only U.S.-based plastic pallet rental/pooling business. The new management will implement strategies focused on greater logistics efficiency, faster velocity of the assets in use and lower loss/damage rates.
Date of Investment
April 2017
Status
Active
Structure
Equity
Company Profile
Franchisor of fast-casual “MOOYAH” branded restaurants offering fresh, customizable burgers, hand cut fries, and real ice cream milkshakes to customers worldwide. The Company is a global brand with 93 locations spanning 10 countries, including 73 stores in the U.S. and 20 international stores. MOOYAH’s ongoing growth and success is driven by its strong network of franchisees who value MOOYAH’s global brand, proven economic model and passionate, committed leadership team.
Industry
Restaurant Brand
Transaction Type
Buyout, Growth Investment
Balmoral Opportunity
Partner with Anand Gala, 30 year industry veteran, and MOOYAH management.
Date of Investment
May 2021
Status
Active
Structure
Equity
Company Profile
Leading producer of compounded expandable polystrene and molded products used in building insulation, personal safety equipment, and filtration media.
Industry
Advanced Materials
Transaction Type
Buyout, Growth Investment
Balmoral Opportunity
Complementary acquisition for Epsilyte
Date of Investment
December 2024
Status
Active
Structure
Equity
Company Profile
Provider of steering technologies for Class 5-8 trucks in North America
Industry
Industrial / Automotive
Transaction Type
Corporate Divestiture
Balmoral Opportunity
Partnered with management and industry executives to acquire from a corporate parent
Date of Investment
October 2021
Status
Active
Structure
Equity
Company Profile
Leading provider of expandable polystyrene (EPS) located in Baie d’Urfe, Quebec.
Industry
Advanced Materials
Transaction Type
Buyout, Growth Investment
Balmoral Opportunity
Complementary acquisition for Epsilyte
Date of Investment
June 2022
Status
Active
Structure
Equity
Company Profile
Provider of specialty hydrocarbons (pentanes and hexanes) and waxes out of 2 facilities near Houston, TX. Trecora Resources serves the building products, packaging, transportation, consumer and life sciences end-markets.
Industry
Chemicals
Transaction Type
Take-private
Balmoral Opportunity
Partnered with management and industry executives to take a microcap public company private.
Date of Investment
SEPTEMBER 2024
Status
Active
Structure
Equity
Company Profile
Provider of modular, full-stack IoT SaaS solutions improving operational efficiency and enhancing safety within the commercial fleet, transportation, and supply chain segments.
Industry
Telematics
Transaction Type
Corporate Divestiture
Balmoral Opportunity
Partnered with management and industry executives to acquire from a corporate parent