Lucas' recent client successes include advising:

• A New York-based private equity fund on its acquisition of an Australian mortgage business.
• A San Francisco-based private equity fund on the recapitalization and IPO of its portfolio company.
• A Los-Angeles based private equity fund on multiple international acquisitions.
• Los Angeles and New York-based publicly-traded partnerships on converting to corporations post-2017 tax reform.
• Various private equity and hedge fund professionals on solutions to the new “three-year carry” capital gain rules.
• A Los Angeles-based credit fund manager on the tax implications of setting up a Japanese KK subadvisor.
• Various industry professionals on self-employment tax strategies.
• An energy fund on Latin American power purchase agreement investments.
• A Singapore sovereign wealth fund on investments in loan origination and life settlement platforms.
• A sovereign wealth fund on the implications of 2017 tax reform for its MNC investee companies, such as airlines and telecoms.
• A U.S. credit fund on airplane leasing transactions in Ireland.
• Clients on the U.S. tax aspects of structuring an India-focused VC/PE fund.
• A U.S. hedge fund on a restructuring of an Atlanta-based real estate investment.
• A U.S. credit fund on setting up an Irish treaty platform for its direct lending investments.
• A Canadian sovereign wealth fund on an acquisition of multiple U.S. partnerships and corporations from a San Francisco private equity fund.
• A Hong Kong-based asset manager on U.S. tax deferral techniques/platforms.
• A credit fund on the acquisition of multiple blocker entities from a U.S. private equity fund.
• Clients on the availability of foreign tax credits for a withholding tax imposed on a series of VC funds selling an India investment to a multinational retailer.
• A hedge fund on the acquisition of Latin American receivables.
• A Middle Eastern sovereign fund on investment in a Brazil clean energy platform.
• Lenders in ZIPS Car Wash Chapter 11 Restructuring Exit - May 8, 2025.
• BKM Capital Partners in Forming $1.5 Billion Real Estate Platform With Kayne Anderson Real Estate - May 7, 2025.
• Amentum in Agreement to Divest Rapid Solutions Product Business to Lockheed Martin - April 23, 2025.
• Organovo Holdings in Sale of FXR Program to Eli Lilly - March 26, 2025.
• Vantage Discovery in Sale to Shopify - March 21, 2025.
• 908 Devices in Sale of Bioprocessing PAT Device Portfolio to Repligen Corporation - March 4, 2025.
• Artemis Real Estate Partners on Sale to Barings - February 18, 2025.
• CaseWorthy on Eccovia Acquisition - February 13, 2025.
• Fisher Investments in $3 Billion Strategic Investment by Advent International and ADIA - January 7, 2025.
• CAI on the Acquisition of Parsable, Inc. - September 27, 2024.
• Semnur Pharmaceuticals, Inc. in $2.5 Billion SPAC Merger Agreement with Denali Capital Acquisition Corp. - September 3, 2024.
• Marubeni Corporation on Strategic Investment in Wheels, Partnering with Apollo Funds - July 29, 2024.
• Varicent and Great Hill Partners on Strategic Investment from Warburg Pincus, Great Hill Partners, and Spectrum Equity - July 18, 2024.
• Hanwha in Acquisition of Philly Shipyard - June 24, 2024.
• Goldman Sachs in Thoma Bravo’s $5.3 Billion Acquisition of Darktrace - April 30, 2024.
• Morgan Stanley, J.P. Morgan, Rabo Securities and the Other Underwriters in AGCO Corporation’s Inaugural $1.1 Billion Senior Notes Offering - March 26, 2024.
• Equilend in Sale to WCAS - January 23, 2024.
• Underwriters on Chesapeake Utilities Corporation’s Common Stock Offering - November 15, 2023.
• Lenders in Connection with Legends’ Acquisition of ASM Global - November 7, 2023.
• Spearmint Energy on $92 Million Tax Equity Financing for Battery Energy Storage Project in ERCOT - October 20, 2023.
• Underwriters on ONEOK’s $5.25 Billion Senior Notes Offering - August 14, 2023.
• Symphony Technology Group in $1.4 Billion Take-Private of Avid Technology - August 9, 2023.
• Vance Street Capital Management and Micronics Engineered Filtration Group in Acquisition of AFT - July 28, 2023.
• Freedom Acquisition I Corp. in Business Combination with Complete Solaria - July 19, 2023.
• Symphony Technology Group in Acquisition of Wrike - July 12, 2023.
• Quotient Technology, Inc. in $430 Million Business Combination with Neptune Retail Solutions - June 22, 2023.
• Symphony Technology Group in $1.5 Billion Acquisition of Momentive Global - June 2, 2023.
• Vector Capital in Acquisition of Riverbed Technology - May 30, 2023.
• Sisecam Chemical Resources LLC in Acquisition of Sisecam Resources LP - May 26, 2023.
• Oakley Capital Portfolio Company vLex in Acquisition of Fastcase - April 12, 2023.
• PartnersAdmin LLC in Sale to TMF Group - March 27, 2023.
• Symphony Technology Group in $1.5 Billion Acquisition of Momentive Global - March 14, 2023.
• Jaguar Global Growth Corporation I in Business Combination with GLAAM - March 3, 2023.
• Clarion Capital in Majority Stake Acquisition of Vin Di Bona Productions - January 20, 2023.
• IEQ Capital in a Growth Investment from Stone Point Capital LLC - January 19, 2023.
• Vector Capital in Sale of MarkLogic to Progress - January 3, 2023.
• Underscore Talent in Sale of Majority Stake to TheSoul Publishing - December 13, 2022.
• HyperloopTT in Business Combination with Forest Road Acquisition Corporation II - November 28, 2022.
• Oak Hill Advisors in One of Largest-Ever Private U.S. Conservation-Focused Forest Investments - November 2, 2022.
• Prize in Business Combination with Rose Hill Acquisition Corporation - October 20, 2022.
• Digital Transformation Opportunities Corp. in its merger with American Oncology Network – October 5, 2022.
• Vector Capital and its portfolio company Planful in its acquisition of Plannuh – September 12, 2022.
• The Riverside Company in its acquisition of Siffron – September 12, 2022.
• FiscalNote in its $1.3 Billion Business Combination and Becoming a Publicly Traded Company - July 29, 2022.
• Nomi Health in the acquisition of Everyone Health and Sano Surgery – July 22, 2022.
• Orchestra BioMed in Merger with Health Sciences Acquisitions Corporation 2, Strategic Collaboration and Closing of Series D Financing - July 5, 2022.
• The special committee of the Board of Directors in the sale of US Well Services to ProFrac – June 30, 2022.
• Guggenheim Partners in a Series B2 round in Acrisure – May 30, 2022.
• Symphony Technology Group and its portfolio company Onclusive in its acquisition of Critical Mention – May 26, 2022.
• Canopy Growth in the acquisition of Jetty – May 17, 2022.
• Brex in the acquisition of Pry Financials – April 18, 2022.
• Guggenheim Investment Management in a Series B funding round in OnCorps – March 20, 2022.
• Vector Capital and its portfolio company MoxiWorks in the acquisition of ActivePipe – February 21, 2022.
• Symphony Technology Group in the sale of eProductivity Software from Electronics for Imaging – January 10, 2022.
• Symphony Technology Group and Dodge Construction Network in a sale of a portion of STG investment in Dodge to Clearlake Partners and an additional investment by Clearlake into Dodge – January 4, 2022.
• Guggenheim Partners in an investment in Wire 3 – December 6, 2021.
• Vector Capital and MarkLogic in the acquisition of Smartlogic – November 22, 2021.
• Guggenheim Partners in its investment in Kitman Labs – November 3, 2021.
• Oak Hill Advisors in its joint venture with Bluesource (seller of carbon credits) to acquire $500 million of woodlands to generate carbon offset credits – October 20, 2021.
• Vector Capital in the combination of CM Group with Insight Capital’s Cheetah Digital – October 20, 2021.
• Canopy Growth in the acquisition of Wana Brands – October 13, 2021.
• Vector Capital and its portfolio company Mood Media in its acquisition of PlayNetwork from Octave Group – September 20, 2021.
• Francisco Partners in its majority investment in and RugsUSA and acquisition of a stake in RugsUSA from Comvest Partners – September 9, 2021.
• L2 Point and Morgan Stanley Private Credit in a $60 million investment in Revolution Foods – September 7, 2021.
• HIG Capital in the acquisition of Jackson Paper Manufacturing – August 31, 2021.
• FiscalNote in its acquisition of Predata – August 17, 2021.
• Brex in its acquisition of Weav – August 16, 2021.
• Francisco Partners in its and Accel-KKR’s $550 million investment in Vendavo – August 3, 2021.
• Symphony Technology Group in its sale of Connexity to Taboola – July 22, 2021.
• Symphony Technology Group and Winshuttle in its acquisition by Clearlake and Precisely – June 13, 2021.
• Symphony Technology Group in the $1.2 billion acquisition of FireEye's products business – June 1, 2021.
• Symphony Technology Group and its portfolio company Escalent in the acquisition of Grail Insights from NewQuest Capital Partners – May 31, 2021.
• Symphony Technology Group in its agreement to sell SPH Analytics to Press Ganey – May 25, 2021.
• Symphony Technology Group-backed Cadmium CD in the acquisition of CommPartners – March 22, 2021.
• Symphony Technology Group in its $4 billion acquisition of the Enterprise business of McAfee - March 7, 2021.

• Speaker on UBTI issues, Stanford Management Company annual legal counsel conference, Palo Alto
• Speaker, Wells Fargo Tax Reform panel for hedge funds, San Francisco
• Speaker, BofA Merrill Lynch hedge fund tax roundtable, San Francisco
• Speaker, PEI Private Equity Conference, San Francisco
• Speaker, American Bar Association Tax Committee meeting, San Francisco
• Speaker, EY Alternative Funds Symposia, San Francisco and Los Angeles
• Speaker, EY International Tax Conferences, New York and Singapore