Brian J. Urbanek
Founder at Harbor Beach Capital LLC
Profile
Brian is a founder of Harbor Beach Capital and has over 20 years of investing, merger & acquisition and corporate finance experience.
Prior to founding Harbor Beach Capital, Brian served as Managing Director at Sun Capital Partners, a global private equity firm focused on investing in lower and middle market companies.
While at Sun Capital, Brian completed over 25 transactions for businesses across multiple industries, including industrial, consumer, retail, services, automotive & heavy-duty, financial services, packaging, chemicals, and healthcare.
His investment activities included control buyout transactions, as well as non-control recapitalization transactions.
Brian also completed ongoing work with portfolio companies, including the strategic planning, operational reviews, management recruiting, financing and restructuring needs, add-on acquisitions and exit transactions.
In addition, while at Sun Capital, Brian served on the public company Boards of Directors of Accuride Corporation (NYSE: ACW) and Gordmans Stores, Inc. (Nasdaq: GMAN).
Prior to Sun Capital, Brian was a Vice President in the Corporate Finance group at Stephens, Inc., where he led a number of capital raising and merger & acquisition transactions.
Prior to Stephens, Inc., Brian served as a Vice President with the investment banking group at Bear, Stearns & Co. Inc., and as Manager of Corporate Development with AutoNation, Inc.
Brian received a Bachelor of Science in Business Administration, cum laude, with dual majors in Economics and Finance from Creighton University's Heider College of Business.
Brian J. Urbanek active positions
| Companies | Position | Start |
|---|---|---|
Harbor Beach Capital LLC
 Harbor Beach Capital LLC Investment ManagersFinance Harbor Beach Capital LLC (Harbor Beach Capital) is a private equity firm founded in 2016 by Craig L. Farlie, Erik Rudolph, Michael F. Turner and Brian J. Urbanek. The firm is headquartered in Fort Lauderdale, Florida. | Founder | 01/07/2016 |
Former positions of Brian J. Urbanek
| Companies | Position | End |
|---|---|---|
| G-ESTATE LIQUIDATION STORES INC | Director/Board Member | 15/04/2016 |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Corporate Officer/Principal | 01/02/2006 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | 01/04/2004 |
Sun Capital Partners, Inc.
 Sun Capital Partners, Inc. Investment ManagersFinance Sun Capital Partners, Inc. (Sun Capital Partners) is a private equity firm founded in 1995 by Rodger R. Krouse and Marc J. Leder. The firm is headquartered in Boca Raton, Florida. | Private Equity Investor | - |
Training of Brian J. Urbanek
| Creighton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
Sun Capital Partners, Inc.
Sun Capital Partners, Inc. Investment ManagersFinance Sun Capital Partners, Inc. (Sun Capital Partners) is a private equity firm founded in 1995 by Rodger R. Krouse and Marc J. Leder. The firm is headquartered in Boca Raton, Florida. | Finance |
G-Estate Liquidation Stores, Inc.
 G-Estate Liquidation Stores, Inc. Apparel/Footwear RetailRetail Trade G-Estate Liquidation Stores, Inc. engages in the operation of department stores which offers apparels and home fashions. It offers range of merchandise includes apparel for all ages, accessories, footwear, home decor, gifts, designer fragrances, fashion jewelry, bedding and bath, accent furniture and toys. The company was founded in 1915 and is headquartered in Omaha, NE. | Retail Trade |
Harbor Beach Capital LLC
Harbor Beach Capital LLC Investment ManagersFinance Harbor Beach Capital LLC (Harbor Beach Capital) is a private equity firm founded in 2016 by Craig L. Farlie, Erik Rudolph, Michael F. Turner and Brian J. Urbanek. The firm is headquartered in Fort Lauderdale, Florida. | Finance |
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