Marc R. Baluda is Co-Chair of the firm’s ESOP Group and focuses his practice on transactions and financings involving privately held middle-market and emerging growth companies seeking liquidity. Marc handles strategic acquisitions and spinoffs, private sponsor and institutional buyer transactions with a particular emphasis on employee stock ownership plan (ESOP) transactions. Marc's practice also includes advising maturing companies with respect to their increasingly complex capital structures. 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.
His experience includes: corporate M&A and ESOP transactions, including 50+ transactions ranging in size up to $1.5+ billion; private equity/LBO transactions, including 50+ transactions ranging in size up to $1 billion; venture capital/early stage funding, including 20+ transactions ranging in size up to $25 million; asset-backed securitizations, including 20+ transactions totaling more than $3 billion; and senior loan facilities/lender representations ranging in size up to $80 million.
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.