Disclosure Schedules Counsel for Specialty Construction Acquisitions
Securities and M&A counsel for independent sponsors preparing specialty construction transactions, from LOI to close to the capital markets that open up afterward.
Disclosure Schedules on specialty construction deals is one of those workstreams that looks routine on a checklist and decides outcomes in practice.
The typical specialty construction platform sits at $8M to $110M EV with EBITDA in the $2M to $18M range. The thesis runs on trade-specific buy-ups (roofing, mechanical, electrical, fire protection). Bonding capacity is the gate. Without it, the independent sponsor deal stalls at the first big project bid post-close.
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 specialty construction, layer in surety pre-qualification for the buyer entity 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.
After close, the call list for refinancing, recapitalization, and growth equity gets short and known. Jason carries that list.
Related deal pages.
Transaction Fee Structuring for Specialty Construction
The fee paid at closing to the independent sponsor for sourcing, structuring, and closing the platform deal a…
Working Capital Adjustments for Specialty Construction
The closing-date true-up that protects the buyer from receiving a business stripped of normal-course working …
Representation & Warranty Insurance for Specialty Construction
A buyer-side insurance product covering breach of seller representations, reducing seller escrow and indemnit…
Indemnification for Specialty Construction
The seller's contractual promise to compensate the buyer for breaches of representations, covenants, and spec…
Disclosure Schedules for Healthcare Services
roll-up of physician practices and ancillary service lines
Disclosure Schedules for Home Services
regional roll-ups of HVAC, plumbing, and electrical operators
Disclosure Schedules for Specialty Construction, 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.