Band 3
Provided by David Surbeck
Employee Stock Ownership Plans
Finance
Commercial Lending
David Surbeck represents a diverse clientele, including corporate entities engaging in forming Employee Stock Ownership Plans (ESOPs) and obtaining financing and other financial services, independent ESOP trustees purchasing companies, and a variety of lenders, including regional, national and international banks, and debt funds in lending and other transactional matters.
David advises lending clients in syndicated, club and single-lender transactions, covering secured and unsecured financing as well as specialty collateral structures, receivables purchases, and factoring matters. He has extensive experience with senior, split-lien and junior financing arrangements, including cash flow and asset-based financing, sponsor and acquisition financing, ESOP financing and fund finance. He counsels clients in industries, such as mortgage servicing, health care, government contracting, heavy equipment, construction and mining, energy, publishing, law firm lending and security services.
David brings a wealth of knowledge to effectively navigate complex ESOP and financial transactions and provide strategic counsel to his clients.
The National Center for Employee Ownership
Association for Corporate Growth
The ESOP Association
Temple University Beasley School of Law
J.D.
University of California, Berkeley
B.A.
Provided by Chambers
David Surbeck provides high-quality work in various lending transactions, including credit facilities and debt restructuring. He works with a range of lenders and borrowers.
Provided by Chambers
He's a very effective attorney
He's a very effective attorney
1 item provided by Polsinelli PC
Main Street Lending Program Documentation Provides Guidance for Borrowers, Lenders
The Federal Reserve Board and U.S. Department of the Treasury released documentation and instructions for borrowers and lenders in advance of the opening of the Main Street Lending Program (MSLP).
Main Street Lending Program Documentation Provides Guidance for Borrowers, Lenders
The Federal Reserve Board and U.S. Department of the Treasury released documentation and instructions for borrowers and lenders in advance of the opening of the Main Street Lending Program (MSLP).