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News and Events

Newsworthy announcements,
noteworthy transactions

Stay updated with our latest news and events, from successful transactions to strategic partnerships, and industry conferences. Explore our achievements and discover how we’re shaping the future of investment banking.

July 24, 2024

Omar Diaz, Managing Director, Featured in M&A Today

Omar Diaz, Managing Director in Balmoral Advisors’ Chemical and Materials Group, was quoted in M&A Today’s article, “The Reasons Why Specialty Chemicals M&A Remains Robust.”

February 22, 2024

Our Strategic Partner Jordan Knauff & Company Completed a First Round of Capital

Congratulations to our strategic partner, Jordan Knauff & Company, on recently completing a first round of capital for 9606-Ácies Fund III, L.P. (Fund III) with over $15 million in LP commitments.  https://www.jordanknauff.com/news/9606-acies-fund-iii-first-round-closing/

January 29, 2024

Balmoral Advisors & Jordan Knauff Alliance: Expanding Middle Market M&A and Capital Services

In a significant move within the financial advisory sector, Balmoral Advisors, LLC (“Balmoral”) and Jordan Knauff & Company (“JKC”) have announced a strategic alliance. This collaboration marks a new chapter in the provision of enhanced services for clients focused on middle-market mergers and acquisitions (“M&A”), business capital planning and capital raising.

January 22, 2024

Balmoral Welcomes Industry Veteran David Kakareka

Strengthening our investment banking expertise: Meet David Kakareka, the latest addition to our team