Post-close · Healthcare Services

Independent Sponsor Capital Markets Post-Close in Healthcare Services

Securities and M&A counsel for independent sponsors introducing healthcare services transactions, from LOI to close to the capital markets that open up afterward.

EV range $15M to $120M EV EBITDA $3M to $20M Audience Independent Sponsor
The deal context

An independent sponsor closing healthcare services transactions in the $15M to $120M EV range has a defined set of moves at the Capital Markets Post-Close stage. Most of them are not in a generic M&A textbook.

The typical healthcare services platform sits at $15M to $120M EV with EBITDA in the $3M to $20M range. The thesis runs on roll-up of physician practices and ancillary service lines. Most off-market healthcare deals come through advisors who have seen the structure before. Have one in your call list.

The moves

How Capital Markets Post-Close actually gets structured.

  1. Refinance senior debt at the 12 to 18 month mark when EBITDA growth supports it.

  2. Plan a dividend recap or partial liquidity event at the right margin and leverage profile.

  3. Source growth equity from capital partners with deeper checks than the original LP base.

  4. Build a relationship with strategic acquirers years before the exit window opens.

  5. In healthcare services, layer in PC/MSO structuring as part of the Capital Markets Post-Close workstream.

The common mistake

Waiting until the exit to think about capital markets. The relationships should be working months before you need them.

Jason's take
"The right introduction in month nine can be worth more than the original equity round. The call list is short and known."
Jason Powell · Capital Markets Post-Close
Capital after close

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.

MONTH 18
Senior refi
MONTH 24
Dividend recap
MONTH 36
Growth equity
YEAR 4–5
Strategic exit
ENGAGE THE PRACTICE

Capital Markets Post-Close for Healthcare Services, on independent sponsor terms.

Independent sponsor counsel that already speaks fluent deal-by-deal economics, structures clean LPAs, and travels with capital markets relationships for what comes after close.