Lucas Balchun represents clients in an extensive range of complex corporate finance, securities regulation, and general securities and corporate matters.
Lucas draws on his extensive experience to advise private equity firms, investment banks, alternative capital sources, and public and private companies on a broad spectrum of financing and other transactions involving:
Debt offerings, including high yield, investment grade, and convertible bond offerings, as well as leveraged buyouts and other acquisition financings
Equity offerings, including IPOs, follow-on offerings, block trades, preferred equity issuances, and other negotiated equity products
Liability management exercises, restructurings, and other special situation transactions
Mezzanine and hybrid financings
Public company representation and corporate governance matters
Experience
Lucas’ experience includes representing:
The Carlyle Group and NEP Group in NEP’s comprehensive refinancing, including preferred equity and warrant issuance
TPG Angelo Gordon in its asset-backed term loan facility for an unrestricted subsidiary of Altice USA
SI Group in its notes-for-loans exchange offer
GCM Grosvenor on its merger with CF Finance Acquisition Corp.
Genstar Capital and BBB Industries in the bridge facility and first-lien secured notes offering to finance BBB’s acquisition of M&R Precision Parts
Leonard Green & Partners, Ares Capital Corporation, and The Aspen Group in TAG’s preferred equity financing
Platinum Equity and United Site Services in a continuation fund transaction
The Carlyle Group and SierraCol Energy in SierraCol’s inaugural bond issuance
Blue Road Capital in financing its acquisitions of Keany and NatureSweet
Platinum Equity in various acquisition financings and securities offerings for its portfolio companies
One Rock Capital in various acquisition financings, securities offerings, liability management exercises, and other restructuring transactions for its portfolio companies, including BlueTriton Brands’ acquisition of Primo Water
Atotech and Ortho Clinical, portfolio companies of The Carlyle Group, in connection with their respective initial public offerings and subsequent follow-on and secondary offerings
General Motors Financial in more than US$25 billion in investment-grade debt and preferred equity offerings
Teladoc Health in a number of convertible notes issuances and follow-on equity offerings
Qualifications
Bar Qualification
District of Columbia
Maryland
Education
LLM, Georgetown University Law Center, 2016 With Distinction
JD, Georgetown University Law Center, 2015 cum laude
Capital Markets team represents the leading media services and technology company in new funding and debt refinancing to enhance growth and innovation.
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