About
Adam S. Lewis, a shareholder, handles mergers and acquisitions for private equity and venture capital investors, family offices, investment advisers, wealth management entities, and private companies. He structures, negotiates, and closes those deals for middle-market companies and investors, along with joint ventures and private equity and venture capital investments, and he advises on entity structure and tax exposure around each transaction. He earned his J.D. from Loyola University Chicago School of Law in 1998, and in 1995 he received a B.S. in Accountancy from the University of Illinois and became a Certified Public Accountant. His work also covers debt and equity offerings, fund formation, and the governance and incentive documents a company needs, and on a sale he negotiates the engagement terms with investment bankers and business brokers before taking the deal to closing.
Who is a good fit for Adam S. Lewis
- Private equity funds completing a merger or an acquisition of a middle-market company.
- Family offices combining with a private company through a merger.
- Venture capital firms pursuing an acquisition of a business.
- Companies forming a joint venture with an investor.
Education and admissions
- Education
- Loyola University Chicago School of Law, J.D., 1998
- University of Illinois, B.S. in Accountancy, 1995
- Bar admissions
- Illinois
Recognition
- Leading Lawyers - Corporate Finance Law; Mergers & Acquisitions Law; Secured Transactions Law, Leading Lawyer (2018-2026)
Specialties
Representative matters
As described on the firm’s website.
- Negotiated add-on acquisitions for a private equity-sponsored asset management and wealth management platform and privately owned RIAs acquisitions and dispositions involving complex regulatory and structuring issues. Successively closed deals representing approximately $3 billion of value and $5 billion in assets under management.
- Represented PE-sponsored buyer in multiple acquisitions of RIA/wealth management firms (ranging in purchase price from $30 million to $300 million). (buyer side)
- Represented PE-sponsored buyer in multiple acquisitions of U.S. and international ESG performance and risk management software, data and consulting services companies (ranging in purchase price from $10 million to $250 million). (buyer side)
- Represented ETF investment firm in multimillion dollar sale of minority interest to international strategic investor.
- Represented global asset management firm in its U.S. acquisitions (ranging in purchase price from $150 million to $400 million).
- Represented PE-sponsored buyer in platform and add-on acquisition for HVAC companies (ranging in purchase price from $8 million to $90 million). (buyer side)
- Represented insurance brokerage company in a multimillion dollar sale to strategic buyer.
Deal profile
- Typical deal size
- Any deal size
- Remote work
- In-person / regional