With hundreds of “mid-market” private equity firms out there, it’s not always an easy task differentiating one firm from others with similar investment criteria.  Having a memorable, non-generic name certainly helps and is a start. However, what if that memorable name you picked is also shared by another firm.

Case in point: Balmoral Advisors based in LA versus Balmoral Capital based in London.  Balmoral Advisors invests in mid-market North American companies with sales of $25 to $500 million while Balmoral Capital looks for similar opportunities in Europe.  Luckily, the two firms operate on different continents so perhaps this is a non-issue.  But what happens if one starts trolling for deals in the others backyard?  Bankers are smart, but nobody likes unnecessary confusion.  I think the point for new firms is pretty clear.

So who came first?  Well, Balmoral UK was formed in 2003 versus 2005 for Balmoral LA.

And more importantly, what exactly is Balmoral?  It looks like it’s a large castle in Aberdeenshire, Scotland.

Tags: Balmoral Advisors, Balmoral Capital

This entry was posted on Friday, January 23rd, 2009 at 5:22 pm and is filed under PEdatabase Observations. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.