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Lubar & Co. Brochure
- 1. Lubar & Co.is a Milwaukee-based private investment rm that drives the long-term growth of portfolio companies through Partnering with strategic collaboration and guidance. After more than 50 years in Companies to Drive business, we continue to invest our own capital in partnership with great management teams to help each enterprise reach its fullest Long-Term Growth 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. is 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, nancial 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 ow to fund future growth. is 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. e following companies represent a sampling of meaningful investments where we serve a signi cant role as investor, director and advisor. American Pasteurization Co. is a Approach Resources is a Fort Worth, e Milwaukee Brewers are based in Milwaukee-based food processor that uses TX-based independent oil and natural gas Milwaukee, WI and are one of 30 high-pressure processing (HPP) to make company focused on exploring and professional baseball teams in Major League fresh foods safer, taste better and last longer. producing unconventional oil and gas Baseball. www.brewers.com www.pressurefresh.com reservoirs. www.approachresources.com Cogdell Spencer is a Charlotte, NC-based Crosstex Energy is a Dallas-based Milwaukee, WI-based Lake Express is the publically traded Real Estate Investment midstream natural gas company engaged in rst high-speed ferry in the United States. Trust (REIT) that specializes in the design, the gathering, transmission, processing and e ship carries passengers and vehicles build, development, ownership, management fractionation of natural gas and natural gas across Lake Michigan between Milwaukee and leasing of medical o ce buildings and liquids. www.crosstexenergy.com and Muskegon, MI, in just 2 ½ hours, saving healthcare-related facilities. www.cogdell.com passengers a lengthy drive through heavily congested Chicago. www.lake-express.com Rockland Industrial Products, LLC, Shared Imaging, LLC, is a leading, Zero Zone, Inc., based in North Prairie, based in Red Wing, MN, is North America’s Streamwood, IL-based provider of CT, MRI WI, is a designer and manufacturer of second largest manufacturer of laminated and PET/CT imaging systems, services and high-quality refrigerated display cases wood ooring for the trailer and intermodal equipment to hospitals and other healthcare and electrical distribution systems for container markets. e company also providers. www.sharedimaging.com supermarkets, convenience stores, drug manufactures nished and un nished stores, ice arenas and cold storage industrial oak cabinetry sold through major home applications. www.zero-zone.com improvement retailers, distributors and its own direct outlet. www.rockland ooring.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