Capital raise · Specialty Distribution

Independent Sponsor Economics for Specialty Distribution Independent Sponsors

Independent sponsor counsel for specialty distribution, focused on Independent Sponsor Economics and the deal mechanics that protect sponsor economics and LP alignment.

EV range $10M to $100M EV EBITDA $2.5M to $18M Audience Independent Sponsor
The deal context

Independent Sponsor Economics on specialty distribution deals is one of those workstreams that looks routine on a checklist and decides outcomes in practice.

The typical specialty distribution platform sits at $10M to $100M EV with EBITDA in the $2.5M to $18M range. The thesis runs on vertical buy-up of niche product distributors. Most distribution multiples are wrong by half a turn until the rebate accounting gets normalized.

The moves

How Independent Sponsor Economics actually gets structured.

  1. Anchor on 20 to 25 percent carry above an 8 percent preferred return, with a 50/50 catch-up.

  2. Set the management fee at 2 percent of invested capital, capped at three years.

  3. Charge a transaction fee of 2 to 3 percent at close, with a clear LP-approval ceiling.

  4. Document the waterfall in the LPA, not in a side letter.

  5. In specialty distribution, layer in supplier reaffirmation letters before LOI signs as part of the Independent Sponsor Economics workstream.

The common mistake

Negotiating economics with the LP only after the LOI is signed. By then, the leverage is gone.

Jason's take
"If you are an independent sponsor, your economics are your firm. Defend them in the LPA, not in conversation."
Jason Powell · Independent Sponsor Economics
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

Independent Sponsor Economics for Specialty Distribution, 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.