B2B Services Deals: Family Office Capital Raise Done Right
When the deal is B2B services and the question is Family Office Capital Raise, the structure decisions in the first 30 days outlast the next five years. This is where Jason Powell works.
Every B2B services acquisition has its own gravity. Family Office Capital Raise is the workstream where independent sponsor counsel earns the seat.
The typical B2B services platform sits at $8M to $90M EV with EBITDA in the $2M to $18M range. The thesis runs on recurring revenue service platform with bolt-on operators. Most B2B services deals look better in the CIM than in the data room. Skip the CIM, ask for the contracts.
How Family Office Capital Raise actually gets structured.
Lead with the deal and the structure, not with the firm pitch. Family offices invest in deals first.
Build a Reg D 506(b) or 506(c) deck depending on whether you have a pre-existing relationship.
Confirm accredited or qualified-purchaser status before sharing transactional detail.
Match the LP's preferred check size to the position you can offer in the deal.
In B2B services, layer in MSA assignability mapped customer-by-customer as part of the Family Office Capital Raise workstream.
Pitching family offices the same way you pitch institutional PE. They want shorter conversations and tighter alignment, not a fund deck.
"Family offices are not small institutions. They are sophisticated buyers of single positions. Pitch accordingly."Jason Powell · Family Office Capital Raise
The deal is one thing. The capital that opens up after close is another.
Capital after close is where the IRR actually gets made. The right introductions at month nine through month thirty are where this practice works as hard as it does at the LOI.
Related deal pages.
LOI Negotiation for B2B Services
The 4 to 8 page agreement that frames the deal economics, exclusivity, and diligence period.
Independent Sponsor Economics for B2B Services
The package of deal-by-deal carry, management fees, and transaction fees that compensates the independent spo…
Management Fee Structuring for B2B Services
The annual fee paid by the deal entity to the independent sponsor for ongoing oversight, board service, and p…
Equity Rollover for B2B Services
The portion of seller proceeds reinvested into the post-close entity, aligning seller with buyer.
Family Office Capital Raise for Healthcare Services
roll-up of physician practices and ancillary service lines
Family Office Capital Raise for Home Services
regional roll-ups of HVAC, plumbing, and electrical operators
An LOI on the desk, a B2B services target, and a Family Office Capital Raise 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.