Independent Sponsor Disclosure Schedules in Logistics & Distribution
When the deal is logistics and distribution and the question is Disclosure Schedules, the structure decisions in the first 30 days outlast the next five years. This is where Jason Powell works.
Disclosure Schedules on logistics and distribution deals is one of those workstreams that looks routine on a checklist and decides outcomes in practice.
The typical logistics and distribution platform sits at $12M to $140M EV with EBITDA in the $3M to $22M range. The thesis runs on regional acquisitions of brokerages, 3PLs, and last-mile operators. Fuel-volatile years make for clean entry multiples. Read the math, not the narrative.
How Disclosure Schedules actually gets structured.
Coordinate disclosure schedule preparation with the seller's diligence file, not against it.
Specifically disclose against specific reps, with cross-reference indexing.
Use the schedules to surface known issues, not to hide them.
Update schedules at signing and again at closing where allowed.
In logistics and distribution, layer in earnout indexed to gross margin, not revenue as part of the Disclosure Schedules workstream.
Treating disclosure as a dump. The schedules carry the same legal weight as the reps; they need the same precision.
"Disclosure schedules are the most underrated document in M&A. They protect both sides when done right."Jason Powell · Disclosure Schedules
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.
Related deal pages.
Transaction Fee Structuring for Logistics & Distribution
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Working Capital Adjustments for Logistics & Distribution
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Representation & Warranty Insurance for Logistics & Distribution
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Indemnification for Logistics & Distribution
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Bring the logistics and distribution deal. Get Disclosure Schedules done right.
Direct counsel from a securities and M&A attorney with billions in structured transactions, the independent-sponsor-native playbook, and the capital markets network that opens up post-close.