We are equity investors across company lifecycle, from seed to turnaround, with a focus on leveraged buyouts of operating companies that fit our reshoring and sustainability investment theses.
Lorentzen Investments, LLC is single-family office based in Chicago, Illinois that specializes in partnering with management and other parties in leveraged buyout, leveraged recapitalization, angel, and startup transactions. Our primary objective is to steward family resources in a manner that aligns with our values and we have done so by bringing flexible capital and a long investment horizon to the lower middle market and early stage investment realm. We take a long view, anticipating to hold our investments forever, and therefore invest in companies and management teams that we look forward to working with indefinitely.
We endeavor to enact meaningful operational and financial improvements at the companies with which we are involved. During the initial stage of an investment, one of our principal goals is to align investors and management’s interest by providing significant equity for management in the transaction.
“After years of “EBITDA growth at all costs” under private equity, the partnership environment the management team has seen with Lorentzen Investments has allowed us to reach the potential and long-term success of Metaltec.”
John C Lorentzen
John has represented clients in connection with tax benefited financing transactions using lease, partnership and consolidated return structures since starting as a lawyer at Winston & Strawn in 1980. His clients have included some of the largest corporate owner-operators of financed property as well as some of the largest infrastructure investors. The underlying financed assets have most frequently been energy related requiring John to build significant familiarity with that asset class ranging from gas wells, to conventional power plants to alternative and renewable energy projects.
John joined The Deerpath Group, Inc. in 1987. Deerpath had been his most regular client and was a boutique investment bank specializing in tax oriented financings. John progressed to Managing Director responsible for all tax oriented financings before departing Deerpath to return to the practice of law in 1992.
While at Deerpath, John began investing in highly complex private transactions with a group of co-investors who are still in deals together from that era and who regularly source and cross invest in deals yet today. Through this process, John has built a significant portfolio of energy, real estate and structured finance transactions in addition to an operating company portfolio.
Brian r Bedwell
Brian completed an esteemed 20 year actuarial career with both national and international life and annuity insurance companies. He leverages his vast experience modeling asset and liability cash flows during the diligence process to critically review forecasts and assumptions of future performance. His leadership and team building skills assist in understanding interpersonal dynamics and operating company culture. Brian grew up on a farm and enjoys the hands on aspects of troubleshooting processes. He graduated with a Masters of Science in Statistics from the University of Iowa and a Bachelor’s Degree in Mathematics and Computer Science from Simpson College.
David f Lorentzen
David assists in the sourcing, diligence, and execution of investments as well as ongoing monitoring of existing portfolio companies. Prior to joining Lorentzen, he worked as a derivatives trader at TMG, a Chicago-based quantitative trading group. David is a CFA® Charterholder and graduated from the University of Chicago with Bachelor’s Degrees in Statistics and Mathematics.