Post-close · Specialty Chemicals

Specialty Chemicals Post-Close Cap Table Design: An Independent Sponsor's Counsel

Independent sponsor counsel for specialty chemicals, focused on Post-Close Cap Table Design and the deal mechanics that protect sponsor economics and LP alignment.

EV range $15M to $200M EV EBITDA $3M to $28M Audience Independent Sponsor
The deal context

The economics on a specialty chemicals platform deal usually hinge on a handful of structural decisions. Post-Close Cap Table Design is one of them.

The typical specialty chemicals platform sits at $15M to $200M EV with EBITDA in the $3M to $28M range. The thesis runs on niche formulator or contract manufacturing buy-up. The IP lives in the formulator's head as often as in the company. Structure for that risk explicitly.

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 specialty chemicals, layer in chemical inventory transfer filed 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.

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
WORK WITH JASON

Bring the specialty chemicals deal. Get Post-Close Cap Table Design 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.