Post-close · Industrial Services

Post-Close Cap Table Design Counsel for Industrial Services Acquisitions

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

EV range $10M to $130M EV EBITDA $3M to $22M Audience Independent Sponsor
The deal context

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

The typical industrial services platform sits at $10M to $130M EV with EBITDA in the $3M to $22M range. The thesis runs on regional consolidation of plant maintenance, specialty contracting, or rentals. An EMR over 1.0 will cost you a half-turn at close unless you fix the story upfront.

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 industrial services, layer in MSA renewal calendar mapped pre-LOI 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.

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.

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

Post-Close Cap Table Design for Industrial 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.