Aerospace & Defense Platform & Add-On Integration: An Independent Sponsor's Counsel
Securities and M&A counsel for independent sponsors integrating aerospace and defense transactions, from LOI to close to the capital markets that open up afterward.
Aerospace & Defense deals in the lower middle market run a specific playbook. Platform & Add-On Integration is where the structure either holds or starts to leak.
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.
How Platform & Add-On Integration actually gets structured.
Plan integration sequencing in the 100-day plan, with clear go-live dates.
Map customer contracts, vendor relationships, and employee benefits for transfer.
Update the platform's operating agreement to reflect new add-on equity and governance.
Coordinate insurance program consolidation across platform and add-on entities.
In aerospace and defense, layer in ITAR / EAR registration transferred or refiled before close as part of the Platform & Add-On Integration workstream.
Leaving the add-on as a parallel entity. The synergies live in the integration, not the addition.
"Integration is when the multiple actually expands. Plan it as a deal, not an aftermath."Jason Powell · Platform & Add-On Integration
The deal is one thing. The capital that opens up after close is another.
Most independent sponsors solve the closing capital and then run into the post-close capital problem alone. The capital markets relationships that matter at month 18 are part of this practice.
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Bring the aerospace and defense deal. Get Platform & Add-On Integration done right.
Direct counsel from a securities and M&A attorney with billions in structured transactions, the independent-sponsor-native playbook, and the capital markets network that opens up post-close.