Pre-close · Education & Training

Independent Sponsor Change of Control Consents in Education & Training

Managing Change of Control Consents on education and training deals, with the structure protection and capital connectivity an independent sponsor actually needs.

EV range $8M to $90M EV EBITDA $2M to $15M Audience Buy-side / Sponsor
The deal context

An independent sponsor closing education and training transactions in the $8M to $90M EV range has a defined set of moves at the Change of Control Consents stage. Most of them are not in a generic M&A textbook.

The typical education and training platform sits at $8M to $90M EV with EBITDA in the $2M to $15M range. The thesis runs on private school, training academy, or B2B training platform consolidation. Accreditation continuity is the only thing that matters in the first 30 days post-close.

The moves

How Change of Control Consents actually gets structured.

  1. Build a consent matrix from the data room contracts.

  2. Sort consents into required, prudent, and informational categories.

  3. Assign owners and deadlines for each consent.

  4. Track consent progress in a single closing dashboard.

  5. In education and training, layer in accreditor pre-notification calendar set as part of the Change of Control Consents workstream.

The common mistake

Discovering a required consent on the day before close. The signing slips, the deal team loses leverage.

Jason's take
"Consents are a project, not a footnote. Run them like a project."
Jason Powell · Change of Control Consents
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 education and training target, and a Change of Control Consents 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.