Capital raise · Aerospace & Defense

Independent Sponsor Economics Counsel for Aerospace & Defense Acquisitions

Securities and M&A counsel for independent sponsors structuring aerospace and defense transactions, from LOI to close to the capital markets that open up afterward.

EV range $15M to $200M EV EBITDA $3M to $30M Audience Independent Sponsor
The deal context

Independent Sponsor Economics on aerospace and defense deals is one of those workstreams that looks routine on a checklist and decides outcomes in practice.

The typical aerospace and defense platform sits at $15M to $200M EV with EBITDA in the $3M to $30M range. The thesis runs on tier-two or tier-three supplier consolidation with certifications as moat. Foreign LP capital can trigger CFIUS review on the cleanest of deals. Map the cap table early.

The moves

How Independent Sponsor Economics actually gets structured.

  1. Anchor on 20 to 25 percent carry above an 8 percent preferred return, with a 50/50 catch-up.

  2. Set the management fee at 2 percent of invested capital, capped at three years.

  3. Charge a transaction fee of 2 to 3 percent at close, with a clear LP-approval ceiling.

  4. Document the waterfall in the LPA, not in a side letter.

  5. In aerospace and defense, layer in ITAR / EAR registration transferred or refiled before close as part of the Independent Sponsor Economics workstream.

The common mistake

Negotiating economics with the LP only after the LOI is signed. By then, the leverage is gone.

Jason's take
"If you are an independent sponsor, your economics are your firm. Defend them in the LPA, not in conversation."
Jason Powell · Independent Sponsor Economics
Capital after close

The deal is one thing. The capital that opens up after close is another.

The capital that opens up post-close, from refinancing to growth equity to strategic exit, runs through a small set of Wall Street relationships. That network is built in.

MONTH 18
Senior refi
MONTH 24
Dividend recap
MONTH 36
Growth equity
YEAR 4–5
Strategic exit
TALK TO JASON

An LOI on the desk, a aerospace and defense target, and a Independent Sponsor Economics question worth a real conversation.

Twenty minutes of practitioner-grade input from a securities attorney whose first move is to read the deal, not the engagement letter.