Lubar Brochure Page Updated 032015
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Lubar & Co. is an investment firm that has partnered with companies for over 50 years to drive long-term growth. They invest their own capital and collaborate with management teams to safeguard employees, communities, financial security, and legacies. Their investment philosophy is based on acquiring companies jointly with operating managers, providing resources to help companies grow, creating ownership opportunities to align interests, operating with trust and integrity, using common sense, and building companies that reinvest earnings to fund future growth. They focus on Midwest-based companies between $15-200 million in industries like manufacturing, construction, energy, food, and healthcare.
Lubar Brochure Page Updated 032015
- 1. Partnering with Companies to Drive Long-Term Growth for over 50 Years For any successful business, the decision to seek outside investors is often transformative. Employees, communities, financial security and legacies are at stake. Thats why owners and their advisors have been turning to Lubar & Co. for over 50 years. Investing our own capital, we collaborate with exceptional management teams to safeguard what matters most and enable each enterprise to reach its fullest potential today, tomorrow and for many years to come. OUR PHILOSOPHY At the heart of the Lubar & Co. investment philosophy is a commitment to doing the right things, day in and day out. This commitment is based on six key tenets: 1. Acquire companies jointly with operating managers who are dedicated to building their businesses and rewarded for doing so. 2. Operate each company on a world-class basis by providing management with the operational, financial and human resources necessary to develop the business. 3. Create meaningful ownership opportunities for management through an equity structure that aligns their interests with ours. 4. Operate in an atmosphere of mutual trust, respect and the highest standards of integrity in all relationships. 5. Use common sense and sound judgment to guide our actions. 6. Build companies that produce reliable, growing earnings and reinvest the cash flow to fund future growth. This is a long-term investment strategy aimed at appreciation and compounding equity values. INVESTMENT CRITERIA Revenues of $30 million or more EBITDA of $5 million to $30 million Enterprise values of $15 million to $200 million Midwest-based from the Great Lakes to Texas MARKETS INDUSTRIES Niche manufacturing Architecture, engineering and construction Business services Finance and asset management Energy Healthcare Food Banking TYPES OF TRANSACTIONS Management-led buyouts Generational changes of ownership Recapitalizations Corporate divestitures Growth capital Majority or minority ownership positions CONTACT OUR TEAM Sheldon B. Lubar Chairman shel@lubar.com David J. Lubar President CEO david@lubar.com Vince Shiely Partner shiely@lubar.com Dave Bauer Cheif Investment Officer bauer@lubar.com Dave Kuehl General Counsel kuehl@lubar.com OFFICE LOCATION 700 N. Water Street, Suite 1200 Milwaukee, WI 53202 414-291-9000 Phone 414-291-9061 Fax Learn more at www.lubar.com.
- 2. Lubar Co. Representative Investments Lubar Co. has investment experience and a record of success with portfolio companies in diverse industries in various stages of development. The following companies represent a sampling of meaningful investments where we serve a significant role as investor, director and advisor. Rockland Industrial Products, LLC, based in Red Wing, MN, is North Americas second largest manufacturer of laminated wood flooring for the trailer and intermodal container markets. The company also manufactures finished and unfinished oak cabinetry sold through major home improvement retailers, distributors and its own direct outlet. www.rocklandflooring.com Shared Imaging, LLC, is a leading, Streamwood, IL-based provider of CT, MRI and PET/CT imaging systems, services and equipment to hospitals and other healthcare providers. www.sharedimaging.com Zero Zone, Inc., based in North Prairie, WI, is a designer and manufacturer of high- quality refrigerated display cases and electrical distribution systems for supermarkets, convenience stores, drug stores, ice arenas and cold storage industrial applications. www.zero-zone.com Enlink is a Dallas-based midstream natural gas company engaged in the gathering, transmission and processing of natural gas in North America and is a subsidiary of Devon Energy Corporation. www.enlink.com Drilltec, Inc. is a Houston, TX-based, industry leader in innovating, engineering and manufacturing critical protection products for the oil country tubular goods (OCTG) market. www.drilltec.com Erdman Corporation, based in Madison, WI, is one of the nations leading healthcare planning, development and design-build firms, partnering with hospitals, integrated health systems and physician groups to provide optimal healthcare facility solutions. www.erdman.com American Pasteurization Co. is a Milwaukee- based food processor that uses high-pressure processing (HPP) to make fresh foods safer, taste better and last longer. www.pressurefresh.com Approach Resources is a Fort Worth, TX-based independent oil and natural gas company focused on exploring and producing unconventional oil and gas reservoirs. www.approachresources.com ChemDesign Products, based in Marinette, WI, provides specialty, custom, and toll chemical manufacturing for companies in the agricultural chemicals, consumer, energy, industrial and plastics industries. www.chemdesign.com Hallador, through its subsidiary Sunrise Coal LLC, is engaged in the production of coal from an underground mine in Carlisle, IN. The company also has oil and gas interests in the San Juan Basin located in the northwest corner of New Mexico, as well as in Michigan and North Dakota. www.halladorenergy.com Milwaukee, WI-based Lake Express is the first high-speed ferry in the United States. The ship carries passengers and vehicles across Lake Michigan between Milwaukee and Muskegon, MI, in just 2 遜 hours, saving passengers a lengthy drive through heavily congested Chicago. www.lake-express.com The Milwaukee Brewers are based in Milwaukee, WI and are one of 30 professional baseball teams in Major League Baseball. www.brewers.com Review our full portfolio at www.lubar.com/portfolio. Lubar Co. 700 N. Water Street, Suite 1200 Milwaukee, WI 53202 Phone: 414-291-9000 Fax: 414-291-9061 info@lubar.com