Adam S. Lewis

Adam Lewis guides private equity funds, venture capital firms, family offices, investment advisers, wealth management entities and private companies through M&A transactions and general corporate matters. With a practical, business-focused mindset, he maps clear paths for clients to achieve their business goals. 

Adam structures, negotiates, documents and closes mergers and acquisitions, private equity and venture capital financings, public and private debt and equity offerings, structured financings, joint ventures, private equity fund formations, and other business transactions for middle-market companies and investors across industries. Additionally, his experience includes governance and employee incentive documents, distribution, supply and manufacturing agreements, software license agreements, investment banking and business broker engagements and many other transactional agreements. 

Clients also rely on Adam to advise on entity structuring, address tax exposure and resolve shareholder disputes. In each instance, he identifies risks and options and provides practical, commercially sound solutions so clients can make informed, strategic decisions.  

Experience

• 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). 
• 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). 
• 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). 
• Represented insurance brokerage company in a multimillion dollar sale to strategic buyer.