Our Investment Approach

For any successful business, the decision to seek outside investors is often transformative. Employees, communities, financial security and legacies are at stake.

 

 

Questions about the Lubar & Co. approach? Contact us » today.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Lubar & Co. investment approach focuses on investing our own capital and providing strategic guidance to produce long-term growth in revenues and earnings.

We're dedicated to enterprise development by partnering with strong management teams to build market-leading companies that produce reliable, growing earnings. We work together with management to help each enterprise reach its fullest potential – today, tomorrow and for many years to come.

Key aspects of this collaboration include:

  • Building shareholder value
  • Developing and executing strategic plans
  • Providing a sound capital base
  • Financing growth
  • Identifying, negotiating and financing acquisitions
  • Sharing operational insights
  • Providing corporate governance
  • Identifying and mitigating business risks

Investment Criteria

  • Revenues of $30 million or more
  • EBITDA of $5 million to $30 million
  • Enterprise values of $20 million to $200 million
  • Midwest-based from the Great Lakes to Texas

Markets & Industries

  • Niche manufacturing
  • Business services
  • Energy
  • Food
  • Architecture, engineering and construction
  • Asset management
  • Healthcare
  • Banking