About Balmoral Advisors

Balmoral Advisors is an independent investment bank dedicated to providing mergers & acquisitions, corporate finance, and financial restructuring advisory services involving mid-sized transactions. We specialize in helping clients sell their businesses, find and complete acquisitions, and raise or refinance capital.

We work with business owners, corporations and financial investors worldwide involving early stage growth companies, successful mature businesses, corporate divestitures, special situations, and distressed transactions.

Our Process

There is no standard “Balmoral Process” because unlike many other firms, we do not begin with a preferred approach that we apply to every situation.  We focus first and foremost on understanding our client’s needs and objectives and tailoring an approach designed to maximize results.  Those client needs may include sensitivities such as confidentiality, timing considerations, owner/management succession, competitive dynamics, and a range of other possibilities.

The result might mean on the one hand running a broad, public (or court supervised) auction process focused on a wide variety of potential buyers. It could also mean facilitating very discreet, highly confidential discussions with a targeted group of potential buyers or investors (or one). We have no organizational bias toward one process or another and have significant experience with both of those extremes. Our processes often fall somewhere in between.

Balmoral Senior Team Members

Chris Cerimele
Managing Partner
Brooks Crankshaw
Managing Director
Bob Dekker
Managing Director
Karen Croyle
Vice President
Torsten Freymark
Strategic Partner, Frankfurt
Chris Cerimele
Managing Partner
Brooks Crankshaw
Managing Director
Bob Dekker
Managing Director
Bill Breen
Senior Advisor, Charleston
Gary Denning
Senior Advisor, Atlanta
Omar Diaz
Senior Advisor, Chicago
Karen Croyle
Vice President
Karen Croyle
Vice President
Michael Palumbo
Analyst
Lillie Ross
Analyst
Torsten Freymark
Strategic Partner, Frankfurt
Michael Palumbo
Analyst
Lillie Ross
Analyst
Gary Denning
Strategic Advisor, Atlanta
Omar Diaz
Strategic Advisor, Chicago
Bill Breen
Strategic Advisors, Charleston

Global Network

Since 2020, Balmoral has been a member of Pandion Partners, a global association of investment banks with a network of offices across Europe, Asia, the Middle East and North and South America. Pandion Partners provides a valuable resource that is additive to Balmoral’s already extensive international network and cross-border expertise.

pandion-partners-logo

Senior Advisors + Operating Partners

Neil Burns
Advisory Director
Gary Denning
Senior Advisor
Torsten Freymark
Senior Advisor
Contact the Balmoral Team for a Discreet Consultation