Balmoral Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
100 S Wacker Dr Ste 850, Chicago, Illino...Phone Number
(312) 766-9890Website
www.balmoraladvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
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Jul
ZI Rank
2
1
2
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2
About Balmoral Advisors
Balmoral Advisors is an independent investment banking firm specializing in middle market transactions, offering a full suite of services including mergers and acquisitions, capital raising, and special situations. The firm serves a diverse clientele, including business owners, corporate entities, and financial investors globally, with a focus on industries such as building products, chemicals and materials, food and beverage, and industrials. With extensive experience and innovative solutions, Balmoral Advisors is dedicated to maximizing value for its clients through expert guidance and deep industry knowledge. The firm is committed to being a valuable partner in its clients' journeys towards success.Explore more
Balmoral Advisors Org Chart
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Company Profile Activity
Activity Insights
Balmoral Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Balmoral Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balmoral Advisors.
Balmoral Advisors financials insights
Gather financial insights about Balmoral Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Balmoral Advisors Tech Stack
A closer look at the technologies used by Balmoral Advisors
Most Recent Scoops
Project
, according to a high-level source in operations management, is planning to release a request for proposal (RFP) for initiatives related to document generation software within the next three months. The organization is currently evaluating Overleaf.
Request for Proposal (RFP), Document Management, Software, Operations
Project
, according to a high-level source in operations management, is planning to release a request for proposal (RFP) for initiatives related to project, portfolio, and program management software within the next three to six months. The organization is currently evaluating Basecamp.
Request for Proposal (RFP), Enterprise Software, Software, Workforce Management, Operations
Project
, according to a high-level source in operations management, is planning to release a request for proposal (RFP) for initiatives related to accounting and finance software within the next three to six months. The organization is currently evaluating QuickBooks Desktop Pro. Balmoral Advisors is expected to decrease workforce due to expected initiative efficiency gains.
Request for Proposal (RFP), Accounting, Desktop, Financial Systems, Software, Financial Reporting, Finance, Operations
Project
, according to a high-level source in operations management, is planning to release a request for proposal (RFP) for initiatives related to business plan software within the next three to six months. The organization is currently evaluating Business Plan Quick Builder.
Request for Proposal (RFP), Software, Forecasting, Corporate Strategy, Operations
Project
Spending/Investment, Request for Proposal (RFP), Financial Planning, Funding, Software, Customer Service, Finance, Operations
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Frequently Asked Questions Regarding Balmoral Advisors
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Balmoral Advisors is an independent investment banking firm specializing in middle market transactions, offering a full suite of services including mergers and acquisitions, capital raising, and special situations. The firm serves a diverse clientele, including business owners, corporate entities, and financial investors globally, with a focus on i... Read More
