How We Help

Advisor:

First and foremost, we endeavor to be the most trusted advisor to our management teams. We are collaborative, respectful, and supportive of our management partners as they navigate day-to-day issues and long-term strategy.

Strategic Thinking:

We have a proven track record and demonstrated capability of assisting businesses develop and execute their long-term strategic plan. We first learn as much as is practically possible from our member companies about their business and industry. We have found that our collaborative approach helps organizations identify and assess the risks and rewards of their growth and strategic business opportunities.

Experience:

Lubar & Co.’s team members have hundreds of years of parallel experiences in many businesses and industries, both public and private. We have expertise in governance, general management, manufacturing operations, sales, marketing, finance, tax, R&D, strategy development & implementation, labor relations, organizational development, information technology, process improvement and M&A. Our influences have extended around the globe in almost every market channel including OEM, mass retail, distribution and consumer/business direct.
“Whatever I need help with –
operations, succession planning,
leadership development –
they help provide it.”
- Brian Happ CEO  |  Erdman Corporation

Transformation:

As companies grow, so must their sophistication. Larger organizations are by their nature more complex. We well understand this transition and can assist management with this transformation as we have experience with businesses at all stages of development.

Relationships and Contacts:

We have networks of thousands of contacts, with expertise in just about every discipline, that we can call on who are eager to help Lubar & Co. companies succeed. We regularly connect our member companies with outside resources to assist in dealing with an issue.

Synergies:

We have unified the purchasing capabilities and influence of several Lubar companies to gain substantial common benefits in procuring Property & Casualty Insurance, Employee Healthcare Benefits and a variety of other commodities utilized across the greater organization.

Capital Availability:

We have relationships with multiple global and regional lenders spanning decades. We typically help our member companies by taking the lead in the banking relationship. Properly capitalizing our businesses with the right amounts of debt and equity allows our management teams to concentrate on running and growing the business.

Legal & Tax:

We help our member businesses navigate complex legal and tax matters through our internal resources and network of third-party experts.

Knowledge Sharing:

We hold an annual conference where best-selling authors share world-class thought leaders and our companies present their unique strategies, so the larger group can benefit. In addition, the functional leaders (finance, marketing, safety, etc.) in our businesses have developed working groups that share best practices.

Recruit Talent:

We help management recruit top industry talent to employ, consult with, and serve on our boards of directors.