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James Lucas, The Abernathy MacGregor Group James Lucas
The Abernathy MacGregor Group
James Lucas
Managing Director
The Abernathy MacGregor Group
 
Biography
James Lucas provides investor relations and corporate PR services to clients that range from technology to energy companies. He also has extensive experience with mergers and acquisitions, restructurings, securities offerings, corporate crises, proxy matters and corporate responses to activist shareholders.

Representative clients have included:

Adobe: advised on responses to Apple's criticisms of Flash in 2010; provided support for the $3.4-billion acquisition of MacroMedia in 2005 and the $1.8-billion acquisition of Omniture in 2009.

America West Bank: developed and led implementation of communications strategies that enabled the bank's recapitalization – with minimal customer erosion – through a Chapter 11 Bankruptcy Court proceeding.

Avery Dennison: assignments since 2000 ranged from potential litigation to various product-related issues to support of M&A.

Baker Hughes: advised on its $5.5-billion acquisition of BJ Services in 2009, and provided communications support for litigation and other events, including an investigation into violations of the Foreign Corrupt Practices Act, beginning in 2000.

Broadcom: projects included support of an unsolicited acquisition proposal and support of patent litigation that resulted in an $800-million favorable settlement.

CA Technologies: helped management refine its investor-relations strategies, and advised on issues such as shareholder mix and stock-repurchase strategies.

Openwave Systems: advised on responses to an activist shareholder, and led communications support of the filing of intellectual property litigation involving foundational mobile web patents.

Schnitzer Steel Industries: beginning in 2005, assisted with management changes and strategic transactions amid litigation under the Foreign Corrupt Practices Act. Recent projects included consulting on IR processes and practices in 2010 and, in 2011, writing the annual report.

Sterling Financial: advised on PR and IR issues related to announcements of major financial losses, a senior-management transition and a capital raising as Sterling emerged in 2010 as the largest independent bank in the Pacific Northwest.

VeriSign: retained in 2007 by independent directors to announce the unexpected replacement of long-time CEO. Later projects included advising on analyst day in 2009 and the $1.3-billion sale in 2010 of a major business unit.

Mr. Lucas joined The Abernathy MacGregor Group in 2000 after operating, for six years, his investor relations and corporate PR consulting business in Santa Monica that focused on medical and technology clients. Before that, he led communications functions at Health Net, one of the largest HMOs, during a period in which it doubled its revenues and converted to for-profit status amid a dozen unsolicited acquisition proposals, and Maxicare Health Plans, then the largest publicly traded HMO company during the period in which it underwent a successful bankruptcy-law reorganization.

He remains active in the National Investor Relations Institute, having served three terms as the Los Angeles Chapter's president and more than 10 years on its board. He has worked with various non-profits, including the American Heart Association, and continues to swim competitively. He began his career as a daily newspaper reporter and is a graduate of Kenyon College and Duke University.
Contact Tammy Dang (tdang@niri.org) with session or speaker inquiries.
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