Lucas provides strategic counsel and communications support to companies involved in a broad range of special situations and high-profile corporate events, including shareholder activism defense and proxy contests, mergers and acquisitions and crisis management. He also assists clients with ongoing investor relations and corporate communications strategies. His areas of expertise include:
Mergers & Acquisitions
He has advised companies on a variety of both friendly and unsolicited M&A transactions. Notable experience includes working with: Mylan in its combination with Upjohn; Ionis in its acquisition of Akcea; C&J Energy Services in its merger of equals with Keane Group; Cray Inc. in its acquisition by Hewlett Packard Enterprise; Red Hat in its acquisition by IBM; Husky Energy in its unsolicited offer to acquired MEG Energy; Forest City in its acquisition by Brookfield Asset Management; Marriott Vacations Worldwide in its acquisition of ILG; Jacobs in its acquisition of CH2M; Harman in its acquisition by Samsung; Pep Boys in its acquisition by Icahn Enterprises; and Axiall in its acquisition by Westlake.
Shareholder Activism & Defense Preparedness
He has advised on numerous public and private activist situations, helping companies defend against some of the most notable activist investors, including Trian Partners, JANA Partners, Elliott Management, Starboard Value, Third Point, Pershing Square, Land & Buildings, Saba Capital and Bulldog Investors. Lucas has advised clients including Procter & Gamble, American Homes 4 Rent, Mack-Cali, QTS, Taubman, and multiple closed-end funds managed by Franklin Templeton among many others.
Crisis Preparedness & Communications
He assists and advises clients on a number of complex crises or special situations, including cyber security incidents, large-scale corporate reorganizations, workforce reductions and facility closures, reputational attacks, litigation, workplace misconduct and sexual harassment and unplanned leadership changes.
Investor Relations & Corporate Communications
He works closely with management teams and outside financial and legal advisors to develop and enhance clients’ IR and PR materials and strategies to ensure key messages resonate with internal and external stakeholders, including around quarterly earnings, planned leadership changes and other corporate events or updates.
Lucas joined Joele Frank in 2015. He received a BS in Marketing from Boston College’s Carroll School of Management and a BA in English from Boston College’s Morrissey College of Arts & Sciences.