Company: Holland & Knight LLP
Philadelphia, PA 19104
View on a map
Send this advisor a private message (esopmarketplace.com email).
Add this advisor to your Process Map
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.
Views this year: 142