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
Recognition & Leadership
Awards & Accolades
•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