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Marc R. Baluda focuses his practice on private equity transactions and financings. Marc handles strategic acquisitions and spinoffs, private sponsor and institutional transactions and is chair of the Firm’s employee stock ownership plan (ESOP) Group. Marc's practice also includes advising maturing companies with respect to their increasingly complex capital structures. More specifically, he represents private equity funds in their acquisition and recapitalization of portfolio assets, as well as banks and other financial institutions deploying capital. Foreign investors and conglomerates seek Marc's counsel in relation to acquisition strategies involving privately held entities in the United States.

Marc’s experience includes 100+ transactions ranging in size up to $2 billion; private equity/LBO transactions, venture capital/early stage funding, asset-backed securitizations, and senior loan facilities/lender representations. Marc also has industry experience specific to the wine industry.

In addition to this transaction-based practice, Marc advises clients post transaction in the conduct of their ongoing operations. His clients include directors, officers and trustees seeking to comply with corporate, partnership and ERISA fiduciary duties.

Concentrations

  • Private equity and private debt
  • ESOPs
  • Corporate finance
  • Fiduciary duties

Competenze

Esperienze Professionali - Attività Accademiche

  • $1.5B consumer products company in the Midwest
  • $615M distributor in Southern U.S.
  • $300M hotel chain in the Midwest
  • $300M government contractor in mid-Atlantic
  • $235M brokerage company in Virginia
  • $200M consumer products company in Utah
  • $165M consumer products company in California
  • $150M equipment manufacturer in the Midwest
  • $145M equipment rental company in Arizona
  • $90M consumer products company in California
  • $85M restaurant operator in southern U.S.
  • $70M brokerage company in Florida
  • $63M restaurant operator in southern U.S.
  • $62M government contractor in Virginia
  • $60M professional services company in New York
  • $50M credit facility on behalf of market leading bank
  • $45M timeshare company in Florida
  • $44M professional services company in New York
  • $40M online retail company in Canada
  • $30M professional training business in Arizona (partial recapitalization)
  • $25M agricultural machinery company in Northwest
  • $24M industrial products company in Washington
  • $14M industrial services company in Mississippi
  • $10M software company in California
  • $2.5M asset acquisition in Hawaii

Riconoscimenti e Premi

  • Listed, Super Lawyers magazine, Northern California Super Lawyers, 2011-2018
  • Member, Winning Team, M&A Advisor’s Turnaround Awards, "Sec. 363 Sale of the Year (Under $100mm)" for the sale of Hot Dog on a Stick, 2015
  • Past President, Director and Counsel, The Guardsmen
    • Participant, #betternow Campaign (video)
  • Past Chairman, San Francisco General Hospital Foundation, Heroes & Hearts
  • Member, American Bar Association
  • Member, Association for Corporate Growth
  • Member, ESOP Association, Finance Committee
  • Member, National Center for Employee Ownership

Formazione

Formazione
  • Laurea magistrale in Giurisprudenza, University of California, Hastings College of the Law
  • Diploma di maturità, cum laude, University of California at Los Angeles
Abilitazioni
  • California

Related Capabilities

Private Equity Diritto Societario Fusioni e Acquisizioni Tax Venture Capital & Emerging Technology Diritto Agroalimentare Employee Stock Ownership Plans (ESOPs)