Lone Star Funds / Hudson Advisors

Are there any updated views on them? Curious on what the comp/culture/hours is like. Have heard that they are considered very sweaty but wondering if that is still the case?

Also how does the fund operate between LSF and Hudson advisors? Are they considered the same or is Hudson separate from the traditional/flagship LSF funds? Would appreciate any updated info as there seems to be a lack/stale info here on them. Thanks in advance!

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LSF keeps a low profile but the historical posts look more or less accurate relative to what I’ve heard.

Lone Star’s been very active in NA industrials over the last few years. (took SPX Flow private, just sold AOC, bought Carrier’s fire(?) alarm business) Seem to be around every deal over $100mm EBITDA that comes to market. Value oriented shop, focused on carve-outs

Heard hours can be volatile with the runrate being reasonable but acute around deal sprints (i.e. what you’d expect for a large cap pe fund)

Culture is always a black box from the outside, not sure you’re going to get a good answer from the internet lol

Lone Star and Hudson Advisors are the same firm but for historical tax reasons there are separate names for the GP and captive investment advisor entities. Not a choice anyone on the deal teams made lol

 

I've only ever interacted with senior LS people but it comes across like a deal-shop culture amongst their acquisitions team. Hudson Advisors is part of LS but are separate units, not something that LS people are particularly fond about. Their senior people I interact with have a very "deal oriented" approach and a starting number come from institutional LPs which gives you a sense of where their priorities used to focus on.

I think the new CEO is trying to get his hands across the company a bit more and would like them to resemble other large PE funds. We will see whether that approach works or whether the deal-shop, buy-and-flip, mentality holds.

 

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