Balmoral Advisors is an independent, specialty 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 restructurings.  Our core areas of industry expertise are chemicals & materials, food & beverage, industrials, services, and plastics & packaging. 

Chemicals

Food & Beverage

Balmoral Advisors

Balmoral Advisors' headquarters in Chicago, United States

Chris Cerimele

Bill Breen

Bill Brandell

Dave Kakareka

The Finance and Marketing Team at Balmoral Advisors plays a crucial role in supporting the firm's strategic initiatives by integrating financial analysis with targeted marketing efforts. This team is responsible for developing comprehensive financial models, conducting industry research, and delivering insights that drive client engagement and business development. They also create marketing materials, manage brand visibility, and ensure effective communication of the firm’s value proposition in the competitive landscape of investment banking, ultimately facilitating successful M&A transactions and capital raising activities.

Finance and Marketing Team

The Leadership Team at Balmoral Advisors steers the strategic direction and operational execution of the firm. Comprising experienced professionals including the Managing Partner, Managing Directors, Chief Marketing Officer, and Vice President, the team oversees key facets of the business such as client relationships, transaction management, business development, marketing strategies, and organizational growth initiatives. They ensure the firm maintains its focus on delivering specialized investment banking services within core industries like chemicals, food & beverage, industrials, services, and plastics & packaging.

Balmoral Advisors

Org chart

Teams

Finance and Marketing Team

Leadership Team

Offices

Balmoral Advisors

Org chart

Teams

Finance and Marketing Team

Leadership Team

Offices

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