Vertical SaaS Platform & Add-On Integration: An Independent Sponsor's Counsel
Independent sponsor counsel for vertical SaaS, focused on Platform & Add-On Integration and the deal mechanics that protect sponsor economics and LP alignment.
Every vertical SaaS acquisition has its own gravity. Platform & Add-On Integration is the workstream where independent sponsor counsel earns the seat.
The typical vertical SaaS platform sits at $10M to $200M EV with EBITDA in the $2M to $30M (or run-rate ARR) range. The thesis runs on platform plus adjacent module acquisitions inside a single end-market. The ARR number on the CIM is rarely the ARR number on the closing balance sheet. Reconcile early.
How Platform & Add-On Integration actually gets structured.
Plan integration sequencing in the 100-day plan, with clear go-live dates.
Map customer contracts, vendor relationships, and employee benefits for transfer.
Update the platform's operating agreement to reflect new add-on equity and governance.
Coordinate insurance program consolidation across platform and add-on entities.
In vertical SaaS, layer in ARR bridge built before LOI signing as part of the Platform & Add-On Integration workstream.
Leaving the add-on as a parallel entity. The synergies live in the integration, not the addition.
"Integration is when the multiple actually expands. Plan it as a deal, not an aftermath."Jason Powell · Platform & Add-On Integration
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.
Related deal pages.
Transaction Fee Structuring for Vertical SaaS
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Working Capital Adjustments for Vertical SaaS
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Representation & Warranty Insurance for Vertical SaaS
A buyer-side insurance product covering breach of seller representations, reducing seller escrow and indemnit…
Indemnification for Vertical SaaS
The seller's contractual promise to compensate the buyer for breaches of representations, covenants, and spec…
Platform & Add-On Integration for Healthcare Services
roll-up of physician practices and ancillary service lines
Platform & Add-On Integration for Home Services
regional roll-ups of HVAC, plumbing, and electrical operators
Platform & Add-On Integration for Vertical SaaS, 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.