Post-close · Cybersecurity Services

Post-Close Cap Table Design for Cybersecurity Services Independent Sponsors

Designing Post-Close Cap Table Design on cybersecurity services deals, with the structure protection and capital connectivity an independent sponsor actually needs.

EV range $10M to $130M EV EBITDA $2.5M to $22M Audience Independent Sponsor
The deal context

Post-Close Cap Table Design on cybersecurity services deals is one of those workstreams that looks routine on a checklist and decides outcomes in practice.

The typical cybersecurity services platform sits at $10M to $130M EV with EBITDA in the $2.5M to $22M range. The thesis runs on MSSP or specialty consulting platform. Cleared workforce is the moat. Cleared workforce can also be the deal-killer in CFIUS reviews.

The moves

How Post-Close Cap Table Design actually gets structured.

  1. Reserve a 10 to 15 percent management incentive pool, vesting on time and performance.

  2. Document profits interests in the LLC operating agreement with a clear strike value.

  3. Build anti-dilution mechanics for the rolled-equity sellers, narrowly.

  4. Plan for add-on equity issuances with pre-approved dilution mechanics.

  5. In cybersecurity services, layer in FSO succession plan in place as part of the Post-Close Cap Table Design workstream.

The common mistake

Designing the cap table for day one only. The cap table you sign at close is the cap table you live with through year five.

Jason's take
"Cap tables are forecasts. Build them for the deal you want in year five, not the deal you signed in week one."
Jason Powell · Post-Close Cap Table Design
Capital after close

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

After close, the call list for refinancing, recapitalization, and growth equity gets short and known. Jason carries that list.

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 cybersecurity services target, and a Post-Close Cap Table Design 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.