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Lubar brochure 2013

David Bauer
David Bauer

Lubar & Co. is an investment firm that has been partnering with companies for over 50 years to help them grow and reach their potential. They invest their own capital and work closely with management teams. Their philosophy is based on principles like acquiring companies jointly with operating managers, providing resources to help businesses develop, and creating ownership opportunities to align interests. They typically invest in Midwest-based companies with revenues over $30 million across various industries.

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

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Lubar brochure 2013

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