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Private Equity
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Investments

2

Portfolio Exits

1

Funds

8

Service Providers

1

About Lone Star Investment Advisors

Lone Star Investment Advisors is a Dallas-based 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 and energy / utilities. We specialize in investments that will create employment opportunities in the communities in which they are located, and maintain a strong reputation for driving economic growth in low income areas.

Lone Star Investment Advisors Headquarter Location

13355 Noel Road #1750

Dallas, Texas, 75240,

United States

972-702-7390

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Latest Lone Star Investment Advisors News

Lone Star Recaps Trinity Forge

Feb 27, 2013

Lone Star Recaps Trinity Forge February 27, 2013 Lone Star Investment Advisors has recapped Trinity Forge Inc., a manufacturer of closed die forgings and machined parts. The company is based in Mansfield, Texas. Lone Star is a Dallas-based private equity firm. PRESS RELEASE Westlake Securities, LLC, a Texas based middle-market investment bank, is pleased to announce that Trinity Forge, Inc. (“Trinity Forge” or the “Company”) has completed a leveraged recapitalization with Lone Star Investment Advisors LLC (“Lone Star”). Established in 1955, Trinity Forge is a leading independent manufacturer of closed die forgings and machined parts based in Mansfield, Texas. The Company’s products are used across many industry sectors including oil & gas, mining, handtools, power generation and industrial equipment. The quality of its products along with renowned customer service has resulted in phenomenal long-term growth and customer retention. Lone Star is a Dallas-based private equity firm that specializes in leveraged acquisitions and recapitalizations of strategically viable middle-market businesses with strong potential for growth. Lone Star invests in a wide variety of industry sectors including manufacturing/industrial, distribution, business services and energy. Lone Star has a dual mission of for-profit private equity investing in low-income areas of the state. Westlake Securities served as exclusive financial advisor to Trinity Forge on the transaction, led by Westlake’s Dallas-based Managing Directors Brad Purifoy and Terry Fick. Senior facilities were provided by Comerica Bank- Middle Market Banking Division. Robert R. Kibby, of Munsch Hardt Kopf & Harr, P.C served as Trinity Forge counsel. Baker & McKenzie LLP represented Lone Star in the transaction, led by Ted Schweinfurth. Mr. Purifoy commented “The transaction was a win for all parties, providing the Company’s shareholders with an excellent exit result, while Lone Star’s vision for and commitment to Trinity paired with the Company’s seasoned management team will ensure continued growth of the Company’s high quality operation to the benefit of its customers and employees.” “The management team at Trinity Forge is pleased to join forces with Lone Star,” commented Dick Johnston, President of Trinity Forge. “We are eager to pursue new avenues of growth while preserving the pillars of our success: value, service, and integrity.” “We were very impressed with Westlake’s team of Brad Purifoy and Terry Fick, and their skilled leadership throughout all stages of the preparation, marketing, and sale process. They remained steadfastly committed to representing our shareholders’ interests and guiding us through to an excellent end result with Lone Star,” stated Dennis Withers, Trinity Forge CEO Emeritus. Mr. Purifoy said “Westlake sees an active M&A transaction environment for 2013 due to generally improved economic conditions, and an over abundance of corporate and institutional investor liquiditysearching for high quality companies in which to invest.” Ends About Westlake Securities, LLC: Westlake Securities, LLC is an investment banking firm serving middle-market companies, with offices in Austin, Dallas, Houston and Lafayette. Westlake’s clients include family-owned businesses, privately held companies, publicly traded companies, and private equity and venture capital funds. Services include merger and acquisition advisory, equity capital and debt placement, fairness opinions, valuations and research. Westlake is a member of FINRA and SIPC. For more information, please visit the Westlake website at www.westlakesecurities.com © 2015 Buyouts Insider / Argosy Group LLC

Lone Star Investment Advisors Investments

2 Investments

Lone Star Investment Advisors has made 2 investments. Their latest investment was in Trinity Forge as part of their Recap on February 2, 2013.

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Lone Star Investment Advisors Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

2/28/2013

Recap

Trinity Forge

Yes

1

3/20/2012

Recap

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0

Date

2/28/2013

3/20/2012

Round

Recap

Recap

Company

Trinity Forge

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Amount

New?

Yes

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Co-Investors

Sources

1

0

Lone Star Investment Advisors Portfolio Exits

1 Portfolio Exit

Lone Star Investment Advisors has 1 portfolio exit. Their latest portfolio exit was Petroplex Acidizing on December 10, 2012.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

12/10/2012

Acq - Fin - II

$99M

Date

12/10/2012

Exit

Acq - Fin - II

Companies

Valuation

$99M

Acquirer

Sources

Lone Star Investment Advisors Acquisitions

3 Acquisitions

Lone Star Investment Advisors acquired 3 companies. Their latest acquisition was Green Energy Oilfield Services on January 10, 2012.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/10/2012

$99M

Leveraged Buyout

1

10/20/2008

Private Equity

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$99M

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10

10/1/2007

Debt

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$99M

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0

Date

1/10/2012

10/20/2008

10/1/2007

Investment Stage

Private Equity

Debt

Companies

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Valuation

$99M

$99M

$99M

Total Funding

Note

Leveraged Buyout

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Sources

1

10

0

Lone Star Investment Advisors Fund History

8 Fund Histories

Lone Star Investment Advisors has 8 funds, including Lone Star Value-Add Fund I.

Closing Date

Fund

Fund Type

Status

Amount

Sources

8/6/2020

Lone Star Value-Add Fund I

$705.76M

1

7/19/2013

Lone Star Opportunities V Fund LP

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$99M

10

3/31/2010

Lone Star CRA Fund LP

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$99M

10

12/31/2006

Lone Star New Markets I LP

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$99M

10

12/31/2006

Lone Star Growth Capital Fund

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$99M

10

Closing Date

8/6/2020

7/19/2013

3/31/2010

12/31/2006

12/31/2006

Fund

Lone Star Value-Add Fund I

Lone Star Opportunities V Fund LP

Lone Star CRA Fund LP

Lone Star New Markets I LP

Lone Star Growth Capital Fund

Fund Type

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Status

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Amount

$705.76M

$99M

$99M

$99M

$99M

Sources

1

10

10

10

10

Lone Star Investment Advisors Service Providers

1 Service Provider

Lone Star Investment Advisors has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Counsel

General Counsel

Service Provider

Associated Rounds

Provider Type

Counsel

Service Type

General Counsel

Partnership data by VentureSource

Lone Star Investment Advisors Team

3 Team Members

Lone Star Investment Advisors has 3 team members, including current Chief Financial Officer, Scott Billings.

Name

Work History

Title

Status

Scott Billings

Chief Financial Officer

Current

Arthur W Hollingsworth

Managing Partner

Current

John McGuire

Managing Director

Current

Name

Scott Billings

Arthur W Hollingsworth

John McGuire

Work History

Title

Chief Financial Officer

Managing Partner

Managing Director

Status

Current

Current

Current

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