The Lucas Group helps private equity investors conduct business due diligence on potential investments and acquisition candidates. Typical areas addressed include: market assessment, customer research and interviews, competitive analysis, operations, and financial review.

The firm deploys a nimble and flexible approach - tailored to the unique needs of each situation. The analysis is designed to identify ‘red flags' and business risks early in the process - while also helping the investor to assess growth and improvement opportunities that will create additional value for the company.

Deeply understanding the key elements of the ‘deal evaluation' process, The Lucas Group has completed in excess of 400 due diligence assignments - in a wide variety of industries.

The Lucas Group has substantial experience working with chief executives and senior management teams of portfolio companies.

We understand the need for pragmatic approaches to drive value - often with an urgency to achieve results on a highly accelerated basis.

Our teams assist by bringing data-driven, rigorous analysis to the most important strategic issues facing the company - and then helping to develop practical ‘plans of attack' for moving forward.

With a good feel for the unique challenges faced by private equity portfolio companies, our seasoned professionals help accelerate strategies, decisions and ultimately results - for our clients.

Many of our private equity clients and their portfolio companies seize opportunities to grow and build value via additional acquisitions to the original company platform.

To truly capture the potential value in such situations, it is often critical that the integration process be well thought out and proceed on a timely basis - achieving marketplace synergies, cost savings and a smooth integration of the management teams.

The Lucas Group has many years of experience in assisting with such integration efforts, often beginning with the design of a ‘Day 1 Integration Plan' that is fully developed prior to the completion of the acquisition and ready to be implemented during the critical first 90 days.