Post-close · Deal Workstream

Capital Markets Post-Close.

The introduction of refinancing, growth equity, dividend recap, and strategic exit options after the platform is operating.

The moves

How Capital Markets Post-Close actually gets done.

  1. Refinance senior debt at the 12 to 18 month mark when EBITDA growth supports it.

  2. Plan a dividend recap or partial liquidity event at the right margin and leverage profile.

  3. Source growth equity from capital partners with deeper checks than the original LP base.

  4. Build a relationship with strategic acquirers years before the exit window opens.

The common mistake

Waiting until the exit to think about capital markets. The relationships should be working months before you need them.

Jason's take
"The right introduction in month nine can be worth more than the original equity round. The call list is short and known."
Jason Powell · Capital Markets Post-Close
Capital Markets Post-Close across industries

25 industries with Capital Markets Post-Close pages.

$15M to $120M EV

Healthcare Services

roll-up of physician practices and ancillary service lines

$8M to $80M EV

Home Services

regional roll-ups of HVAC, plumbing, and electrical operators

$10M to $150M EV

Precision Manufacturing

platform plus tuck-in machine shops or aerospace-qualified shops

$10M to $200M EV

Vertical SaaS

platform plus adjacent module acquisitions inside a single end-market

$8M to $90M EV

B2B Services

recurring revenue service platform with bolt-on operators

$12M to $140M EV

Logistics & Distribution

regional acquisitions of brokerages, 3PLs, and last-mile operators

$10M to $100M EV

Specialty Distribution

vertical buy-up of niche product distributors

$10M to $120M EV

Food & Beverage

CPG roll-up or co-packing platform with regional bolt-ons

$8M to $80M EV

Multi-Unit Restaurants

franchisee roll-up or regional concept acquisition

$8M to $90M EV

Auto Aftermarket

service-center or specialty-shop regional roll-ups

$15M to $200M EV

Aerospace & Defense

tier-two or tier-three supplier consolidation with certifications as moat

$10M to $130M EV

Industrial Services

regional consolidation of plant maintenance, specialty contracting, or rentals

$10M to $150M EV

Building Products

regional manufacturer or specialty distributor consolidation

$8M to $110M EV

Specialty Construction

trade-specific buy-ups (roofing, mechanical, electrical, fire protection)

$10M to $150M EV

Insurance Brokerage

regional retail agency roll-ups

$10M to $180M EV

Wealth Advisors & RIAs

RIA aggregation or wealth platform roll-up

$8M to $100M EV

Veterinary Services

general or specialty practice roll-up under an MSO

$10M to $130M EV

Dental Practice Management

DSO buy-up under an MSO

$8M to $90M EV

Education & Training

private school, training academy, or B2B training platform consolidation

$5M to $80M EV

Marketing Agencies

specialty agency or holdco platform with bolt-ons

$8M to $100M EV

IT Services & MSPs

MSP platform with regional or vertical-specific bolt-ons

$10M to $130M EV

Cybersecurity Services

MSSP or specialty consulting platform

$10M to $140M EV

Energy Services

regional oilfield service or renewable services consolidation

$12M to $150M EV

Waste & Recycling

regional hauler or transfer station consolidation

$15M to $200M EV

Specialty Chemicals

niche formulator or contract manufacturing buy-up

Work with Jason

Talk to Jason about Capital Markets Post-Close.

Twenty minutes of practitioner-grade input from a securities attorney built for the independent sponsor model.