Chris Lucas, CFA, CPA/ABV
About What We Do & How We Got Here
Mr. Lucas has more than 30 years of investment and business valuation experience. He has analyzed, valued and managed billions of dollars of assets including privately held business equity interests, leveraged loans, high yield bonds, credit default swaps (CDS), collateralized loan obligations (CLOs) and a variety of other types of assets backed securities (ABS), total return swaps (TRS) and credit linked notes (CLN).
Prior to founding the Lucas Valuation Group in 2018, Mr. Lucas was a principal at ValueScope, Inc. where he assisted business owners and managers, accountants, financial institutions, attorneys and others with valuations of businesses, intellectual property, complex derivative securities, purchase price allocations and other types of analyses. Mr. Lucas has qualified to testify as an expert witness in both federal and state courts on many occasions.
ORIX Finance Asset Management where he managed a team of credit analysts and oversaw a $1.2 billion investment portfolio;
Deutsche Bank Securities, Inc. where he was made investment recommendations for Deutsche Bank’s proprietary investment book; and
Highland Capital Management, LP where he managed a $500 million portfolio of loans and bonds and produced record profits among Wall Street CLO managers in 2002. During his stint at Highland, Mr. Lucas also spent a year working as the CFO of a distressed cruise line in which Highland had a large stake.
Mr. Lucas is graduate of the University of Texas at San Antonio (BBA – Finance) and Texas A&M University (MS – Finance).
Mr. Lucas is a charter holder of the CFA Institute and a Certified Public Accountant, licensed in the state of Texas. In addition to earning the CFA and CPA designations, he has earned the Accredited in Business Valuation credential from the AICPA and the Certified Exit Planning Advisor credential from the Exit Planning Institute.