Jordan Knauff & Company and Balmoral Advisors Announce Strategic Alliance Offering Clients Expanded Middle Market Capabilities
|In a significant move within the financial advisory sector, Jordan Knauff & Company (“JKC”) and Balmoral Advisors, LLC (“Balmoral”) 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.
Expanding Middle Market Capabilities
This strategic alliance combines the strengths of two well-respected transaction advisors in the U.S. middle-market segment. By merging JKC’s extensive experience in capital raising and capital advisory capabilities with Balmoral’s expertise in M&A, the partnership offers an expanded suite of corresponding services to both existing and new clients.
Staff Integration and Enhanced Resources
An important aspect of this combination involves the integration of staff and resource sharing. Accordingly, to facilitate resource pooling and to ensure that clients have efficient access to the combined expertise of both organizations, the two firms have merged offices into one location in Chicago, IL. The professionals at JKC and Balmoral will maintain their securities registrations under JKC’s broker/dealer license with the Financial Industry Regulatory Authority (“FINRA”).
Broadened Client Capabilities
Clients of each firm will have access to new and expanded capabilities. JKC’s industry experience for traditional M&A advisory complements Balmoral’s practice, especially in Building Products and Industrials, among others. JKC has a long and successful record of accomplishment advising on private placements for targeted, sponsor-led investment vehicles, primarily in Real Estate. Balmoral is a specialist firm that focuses on M&A and capital raising primarily for clients in five key industry sectors: Building Products, Business Services, Chemicals & Materials, Food & Beverage, and Industrials.
A Culture of Collaboration
JKC and Balmoral share a mutual commitment to fostering a positive, cooperative culture wherein teams of personnel with complementary skills work together to achieve the best results for our clients. The cultural alignment played a pivotal role in the decision to establish this alliance.
“As we embark on this next stage of our growth journey, we are very excited to be partnering with JKC,” said Chris Cerimele, Founder and Managing Partner of Balmoral. “The combined strength of Balmoral’s industry and M&A expertise paired with JKC’s own M&A expertise, private placements, and their securities platform presents a powerful advantage for our clients.”
Cook Jordan, Managing Principal of JKC, commented on the alliance, saying, “Our strategic partnership with Balmoral marks a significant milestone in our firm’s history. By joining forces, we are not only expanding our capabilities, but also reinforcing our commitment to providing top-tier client services. We believe this association will deliver enhanced value to our clients and set a new standard in the middle-market M&A space.”