Advisors > ESOP Financing > Mezzanine Financing

David Surbeck

Name: David Surbeck
Company: Holland & Knight LLP
Title: Partner

p: 215.252.9555
2929 Arch Street
Suite 800
Philadelphia, PA 19104
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David Surbeck represents lenders and borrowers in financing transactions from initial ESOP leveraged financings, through refinancing and restructuring stages and finally late stage and exit transactions.  David's commercial financing and bank lending experience enables ESOP candidates to have the best alternatives and smoother ESOP transaction closings.


  • Temple University, Beasley School of Law, J.D., cum laude
  • University of California, Berkeley, B.A.


Mr. Surbeck advises clients in syndicated, club and single lender transactions, including various secured and unsecured, and specialty collateral structures. In addition, he handles various senior, split-lien and junior financing structures, including cash flow and asset-based financing, sponsor and acquisition financing, Employee Stock Ownership Plans (ESOP) financing and fund finance. His work includes a wealth of experience representing lenders and borrowers in a variety of industries, including mortgage servicing, healthcare, government contracting, heavy equipment, construction and mining, energy, publishing, law firm lending and security services.

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