Lone Star Investment Advisors Mergers and Acquisitions Summary

Private Equity Profile

Lone Star Investment Advisors’ most common sectors for investment are energy services and equipment (34%) and metals/mining (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and recapitalization (34%). In total, Lone Star Investment Advisors has invested in 1 US state. Its largest (disclosed) acquisition occurred in 2012 when it acquired RWI Construction for $35M.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity12
    • M&A Sell Activity1
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Lone Star Investment Advisors LLC

4455 LBJ Freeway, Suite 300,
Dallas, Texas 75244
United States
(972) 702-7390
www.lonestarcra.com
info@lonestarinvestmentadvisors.com

Lone Star Investment Advisors is a private equity firm that specializes in leveraged acquisitions and recapitalizations of strategically viable, middle-market businesses with strong potential for growth. The Firm invests in a wide variety of industry sectors including manufacturing, industrial, distribution, business services, energy, and utilities. Lord Star Investment Advisors is based in Dallas, Texas.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Products, Distribution, Energy Services and Equipment, Engineering, Machinery, Manufacturing, Oil/Gas Exploration, Transportation, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Recapitalization, Secondary Buyout, Venture

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 12 - - - - - 12
vol $35M $35M
Sell (0.0/yr) # 1 - - - - - 1
  13

Most Recent M&A

Company Date Value Type
InStaff Personnel LLC 2013-05-28 - Add-on Acquisition
Plano, Texas · www.instaff.com
Trinity Forge, Inc. 2013-02-27 - Recapitalization
Mansfield, Texas · www.trinityforge.com
Teton Buildings LLC 2013-01-22 - Recapitalization
Houston, Texas · www.tetonbuildings.com
RWI Construction, Inc. 2012-11-27 35M USD Secondary Buyout
Midland, Texas · www.rwiconstruction.net
Frac Tank Rentals LLC 2012-01-01 - Buyout (LBO, MBO, MBI)
Odessa, Texas · www.fractankrentals.com
State Service Co., Inc. 2011-04-03 - Recapitalization
Katy, Texas · www.stateservice.com
Alsay, Inc. 2009-04-02 - Recapitalization
Houston, Texas · www.alsaywater.com
Continental Electronics Corp. 2008-10-06 - Secondary Buyout
Dallas, Texas · www.contelec.com
Woodlawn Manufacturing Ltd. 2008-07-01 - Buyout (LBO, MBO, MBI)
Marshall, Texas · www.woodlawnmanufacturing.com
Energy Steel Products LLC 2007-07-01 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.energysteelproducts.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Frac Tank Rentals LLC 2012-01-01 Two State Oilfield, Inc. 2012-12-18 1
Odessa, Texas · www.fractankrentals.com Hobbs, New Mexico

M&A by Sector

Sector Current # Value All-time # Value
Energy Services and Equipment 4 (33%) 35M (100%) 4 (33%) 35M (100%)
Metals/Mining 2 (17%) - 2 (17%) -
Business Services 1 (8%) - 1 (8%) -
Chemicals 1 (8%) - 1 (8%) -
Communications 1 (8%) - 1 (8%) -
Healthcare Services 1 (8%) - 1 (8%) -
Machinery 1 (8%) - 1 (8%) -
Transportation 1 (8%) - 1 (8%) -
Total 12 $35M 12 $35M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) 35M (100%) 12 (100%) 35M (100%)
  Texas 12 (100%) 35M (100%) 12 (100%) 35M (100%)
Total 12 $35M 12 $35M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (50%) - 6 (50%) -
Recapitalization 4 (33%) - 4 (33%) -
Secondary Buyout 2 (17%) 35M (100%) 2 (17%) 35M (100%)
Total 12 $35M 12 $35M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (100%) -
Total 1 -

Deal Values

buy # Total
< $100M 1 $35M
TOTAL $35M
Largest RWI Construction, Inc.
$35M (2012-11-27)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
6 100%
Exited to
Strategic(s)
100%
1 100%

Investor Summary

Size

Middle-Market

PE Assets

600M USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Arthur Hollingsworth

Managing Partner

John McGuire

Managing Director

Eric Juers

Controller & CCO

Adrian Ocegueda

Principal

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