Robert A. Lucas


Bobby counsels clients - ranging from early stage businesses to privately-held middle market companies to Fortune 500 companies - on all aspects of corporate transactions, including mergers, acquisitions and divestitures. He also represents private equity funds in portfolio company and bolt-on acquisitions. When businesses need experience, practical-minded counsel, they call their trusted adviser and ally, Bobby.

Clients appreciate Bobby’s understanding of the law from a business perspective and his personable style.  His ability to assess clients’ immediate needs and forecast for their future needs makes him a trusted adviser to those he counsels.  Bobby takes a personal interest in his clients’ businesses and their success and provides clients with thorough, coordinated counsel.

Additionally, Bobby is a respected leader in the firm.  He is the office managing partner in Chicago and has been a major driver in the growth of the office.  He is a member of the firm’s Board of Directors, chair of the Business, Acquisitions and Securities Practice Group, and sits on the Finance Committee.

Bobby has significant experience in middle market acquisitions and divestitures, both for corporate clients as well as private equity firms, and equity and debt investment transactions, whether they involve representing issuers or investors.

The following are representative examples of Bobby’s M&A experience:


Acquisitions and divestitures of operating companies

Mr. Lucas has structured a wide variety of stock and asset acquisitions and divestitures of operating companies for a multi-billion dollar conglomerate, with values ranging from $1 million to $100 million.

Sale of equity

Our client, a construction and service company in the telecom and energy industries, was looking for an infusion of capital to grow their existing business. The group, who also provides disaster recovery services and assisted in the New York area after Hurricane Sandy, chose a large private equity firm from among bidders.

The deal was structured as a stock sale. As part of the deal, our clients also received equity in the acquiring company, which was structured as a rollover allowing the use of pre-tax dollars for the equity exchanged. The result was a significant tax savings for our clients, who also maintained their management and oversight roles.