Balmoral Advisors

Our Q3 2024 report indicates a promising recovery in the chemicals industry, with a favorable environment for M&A activity as inflation eases and rate cuts are anticipated. Strategic buyers are focused on operational efficiencies, hinting at a potential increase in mid-market deals by 2025. For further insights into how these trends may affect your business strategies, read our full report. #ChemicalIndustry #MergersAndAcquisitions #MarketTrends #BusinessGrowth #InvestmentBanking https://lnkd.in/gczZuY5M

David Kakareka will be attending Chicago Build Expo 2024, on October 22. Give him or us a shout if you'd like to meet up. https://lnkd.in/d8ErPzGg

We are thrilled to support the ACG 25th Annual Midwest Capital Connection, Oct 29-30 in Chicago. Omar Diaz, Bob Dekker, and David Kakareka will be there. Omar will speak with other distinguished guests on a panel at 1:45 on the 30th. Look us up, we'd love to connect! 𝐅𝐮𝐧𝐝𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐆𝐫𝐨𝐰𝐭𝐡: 𝐄𝐪𝐮𝐢𝐭𝐲, 𝐃𝐞𝐛𝐭, 𝐚𝐧𝐝 𝐄𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐈𝐧-𝐁𝐞𝐭𝐰𝐞𝐞𝐧 1:45 PM - 2:40 PM CT Looking to finance your company’s growth? This educational panel will break down the differences between control private equity, non-control private equity, and debt financing. Hear from senior deal professionals and explore options for leveraging growth capital. 𝐖𝐢𝐭𝐡 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Omar Diaz, Managing Director at Balmoral Advisors Andres Policastro, Vice President at Trivest Partners Peter W. Washington, Managing Director at The Copia Group, LLC Becca Schlagenhauf, Principal at Baird Capital

Balmoral Advisors Celebrates a Decade of Excellence As Balmoral Advisors celebrates its 10-year anniversary, we reflect on a decade of growth, innovation, and unwavering commitment to our clients. From our humble beginnings we have grown into a dedicated team of about 20 talented professionals. This journey has not always been easy or smooth, but our progress is a testament to the exceptional work and dedication of our team and the trust of our many clients. We're excited for the journey ahead and committed to proving ourselves every day on every deal. Our success so far is due to the efforts of our team in delivering results for our clients. We value their efforts, which enable leading companies, investors, and business owners to place their trust in us. We will never take that trust, or our growth, for granted. As we look to the future, we remain committed to our core values of excellence, integrity, and client-focused results. We are deeply grateful to our partners, colleagues, and clients for your unwavering support. Our promise is to remain an invaluable partner in our clients’ journeys towards success. Here's to many more years of shared achievements and impactful deals. With gratitude, The Balmoral Advisors Team

As we enter the second half of 2024, we would like to share our insights into the current state and future prospects of the Chemical and Materials industry, especially regarding trends in the mergers and acquisitions (M&A) sector. Emerging trends suggest an increase in deal activity, driven by a renewed focus on domestic industrial policy, global supply chain realignment, and increased private equity exits. Our Q2 insights are optimistic and reveal promising signs for strategic transactions. Please feel free to reach out to our Chemical and Materials team to discuss how these current trends could impact your business strategies and growth plans. https://lnkd.in/gX6wD8SC #chemicalsindustry #mergersandacquisitions #investmentbanking

Managing Director Omar Diaz has been featured in M&A Today's latest article, "The Reasons Why Specialty Chemicals M&A Remains Robust."  In the article, Omar discusses five key factors Balmoral considers in evaluating potential sell-side M&A clients. He also highlights the importance of talent, emphasizing that "Ultimately, people buy people." https://lnkd.in/gHeG5Dtf #SpecialtyChemicals #investmentbanking #mergersandacquisitions

"Today, close to 70% of mergers succeed." So much for the old trope about most M&A deals failing...

As we navigate through the early months of 2024, we would like to share our observations on Q1 and future prospects of the Food & Beverage industry, especially within the mergers and acquisitions sector. Emerging consumer trends suggest a rebound in deal activity in key product categories. Our Q1 Industry Insights reveal promising signs for strategic transactions, and we welcome the opportunity to discuss how these could impact your business strategies and growth plans. https://lnkd.in/gM_aXY6B #foodandbeverage #mergersandacquisitions #investmentbanking

Specialized real estate funds are shaping the future of investments. Amidst increasing market volatility, these funds not only provide a hedge against fluctuations but also open new niche opportunities. Click the link below to learn more about investors’ priorities and how this can offer strategic opportunities and open new avenues for growth. https://lnkd.in/gckTnMR3 #RealEstate #investmentbanking #investing

As we enter the second quarter of 2024, we would like to share our insights into the current state and future prospects of the Chemical and Materials industry, especially in regards to trends in mergers and acquisitions (M&A). Emerging trends suggest a rebound in deal activity, driven by stabilized financial performance and renewed demand for specialty chemicals. We are seeing promising signs for strategic investments and would welcome the opportunity to discuss how these could impact your business strategies and growth plans. Please feel free to reach out to our Chemical and Materials team to explore these developments further. https://lnkd.in/g6ft6FqQ #InvestmentBanking #chemicalsindustry #mergersandacquisitions