The Lucas Group

Specializing in Due Diligence for the Lower/Middle Market

Seasoned strategy professionals performing due diligence for private equity investors in the lower/middle market.

Seasoned Experience. Quality Driven.

Have completed 1,000+ diligence assignments since 1991 - with senior professionals deeply involved, leading and driving the work on every assignment and consistently excited about doing the work!

57 Net Promoter Score

30+ Years of Adding Value

1000+ Deals Done

57 Net Promoter Score • 30+ Years of Adding Value • 1000+ Deals Done •

Founded and led by former Bain consultants - with many years together as a team.

Extensive experience across a number of sectors, including:

  • Industrial ‘niche’ manufacturing

  • Business services - incl. tech enabled/software

  • Distribution

  • Consumer brands/retail

  • Healthcare

  • Financial Services

  • Please inquire for others

Our Products

  • While we often engage in comprehensive diligence assignments, our surgical, Pinpoint Diligence approach targets those 2-3 questions at the outset which tell you whether or not to pursue aggressively.

  • Isolating the vital 20% of efforts that drive 80% of profits - then shaping initiatives to drive rapid and remarkable improvements in value.

  • Figuring out the best opportunities for growth in adjacent areas - and setting a practical roadmap and plan to go ‘get the gold’

“Exciting, upbeat, and creating unprecedented value. It’s what we have done for over 30 years and what we promise you.”

Jay Lucas

Founder & Chairman

Insights: The Winning Pivot

Our Curation

Banking crisis puts pressure on PE money supply

Read more

Banking Crisis Raises Concerns About Hidden Leverage in the System

Read more

Bloomberg Invest: Stanhope CEO Sees ‘Substantial’ Crisis Impact

Read more

How AI is Transforming Private Equity

Read more

Let’s Chat.

We love what we do, and it’s always fun to learn. Feel free to reach out to us with any questions or ideas. If we can give some guidance or offer some insight. We’re here to support you and help your business flourish.