Pre-close · Specialty Construction

Independent Sponsor IP Transfer & Licensing in Specialty Construction

When the deal is specialty construction and the question is IP Transfer & Licensing, the structure decisions in the first 30 days outlast the next five years. This is where Jason Powell works.

EV range $8M to $110M EV EBITDA $2M to $18M Audience Buy-side / Sponsor
The deal context

An independent sponsor closing specialty construction transactions in the $8M to $110M EV range has a defined set of moves at the IP Transfer & Licensing stage. Most of them are not in a generic M&A textbook.

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.

The moves

How IP Transfer & Licensing actually gets structured.

  1. Identify all IP, including informal employee-inventor work product.

  2. Pull assignments and works-for-hire records, with gaps remediated pre-close.

  3. Address open-source license compliance in any software stack.

  4. Plan trademark assignment recordation and continuation filings.

  5. In specialty construction, layer in surety pre-qualification for the buyer entity as part of the IP Transfer & Licensing workstream.

The common mistake

Assuming the company owns its IP because the website says so. Without paper, ownership is a hope.

Jason's take
"Every piece of IP in the deal needs a chain of title. Find the gaps before the buyer's counsel does."
Jason Powell · IP Transfer & Licensing
Capital after close

The deal is one thing. The capital that opens up after close is another.

Refinancing, recaps, growth rounds, and the right strategic conversation eighteen months early are all downstream of relationships that take years to build and minutes to use.

MONTH 18
Senior refi
MONTH 24
Dividend recap
MONTH 36
Growth equity
YEAR 4–5
Strategic exit
WORK WITH JASON

Bring the specialty construction deal. Get IP Transfer & Licensing 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.