Sale to DFW Capital Partners

Technology & Services
Sale to DFW Capital Partners


Baird served as exclusive financial advisor to LRI Energy Solutions on this transaction


LRI Energy Solutions (“LRI” and the “Company”) recently announced a strategic investment by DFW Capital Partners (“DFW”). LRI is a portfolio company of Arborview Capital (“Arborview”), which previously invested into LRI in 2010. The terms of the transaction were not disclosed.

LRI is a leading provider of comprehensive services for energy and water efficiency projects. The Company’s blue-chip clients include both energy service companies (ESCOs) and utilities. LRI’s clients rely on the Company for design, engineering, project management, analysis and monitoring for energy efficiency projects primarily in the Federal and MUSH (Municipalities, Universities, Schools and Hospitals) markets. LRI offers turnkey solutions and rapid implementation of cutting edge energy and water saving technologies that provide immediate and meaningful savings for facility owners. LRI has completed over 650 projects throughout the United States and internationally since its founding and has helped its clients save millions in kWh and billions of gallons of water. The Company is headquartered outside of Annapolis, Maryland.

Arborview Capital is a growth equity firm that makes investments in impact-focused companies across the energy efficiency, resource efficiency and sustainability sectors. Arborview's principals have significant experience partnering with exceptional management teams to build best-of-breed businesses in high growth industries. Arborview is headquartered in Chevy Chase, Maryland.

DFW Capital Partners is a private equity investment firm focused on lower middle-market companies. The firm concentrates on service companies, with an emphasis on healthcare and outsourced business and industrial support services. DFW has established a 20+ year track record of success in both building leading companies and recognizing outstanding returns for its investors. DFW is headquartered in Teaneck, New Jersey and maintains an office in Chevy Chase, Maryland.

For additional information about this transaction, please contact:

John Lanza +1 (414) 298-7669
John Moriarty +1 (650) 947-6811
Matt Kessler +1 (415) 627-3223
Jonathan Harrison + (44) 207-667-8414
Peter Robbins +1 (414) 298-5018
Technology & Services
Sale to DFW Capital Partners
October 2016
LRI Energy Solutions
Technology & Services
Target Geography
North America
Acquiror Geography
North America