Post-close · Waste & Recycling

Waste & Recycling Deals: Capital Markets Post-Close Done Right

Independent sponsor counsel for waste and recycling, focused on Capital Markets Post-Close and the deal mechanics that protect sponsor economics and LP alignment.

EV range $12M to $150M EV EBITDA $3M to $25M Audience Independent Sponsor
The deal context

Capital Markets Post-Close on waste and recycling deals is one of those workstreams that looks routine on a checklist and decides outcomes in practice.

The typical waste and recycling platform sits at $12M to $150M EV with EBITDA in the $3M to $25M range. The thesis runs on regional hauler or transfer station consolidation. Permitted volume is the asset, not the trucks. Diligence the permits before the EBITDA.

The moves

How Capital Markets Post-Close actually gets structured.

  1. Refinance senior debt at the 12 to 18 month mark when EBITDA growth supports it.

  2. Plan a dividend recap or partial liquidity event at the right margin and leverage profile.

  3. Source growth equity from capital partners with deeper checks than the original LP base.

  4. Build a relationship with strategic acquirers years before the exit window opens.

  5. In waste and recycling, layer in permit transfer applications filed before LOI signing as part of the Capital Markets Post-Close workstream.

The common mistake

Waiting until the exit to think about capital markets. The relationships should be working months before you need them.

Jason's take
"The right introduction in month nine can be worth more than the original equity round. The call list is short and known."
Jason Powell · Capital Markets Post-Close
Capital after close

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

The capital that opens up post-close, from refinancing to growth equity to strategic exit, runs through a small set of Wall Street relationships. That network is built in.

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

An LOI on the desk, a waste and recycling target, and a Capital Markets Post-Close question worth a real conversation.

Twenty minutes of practitioner-grade input from a securities attorney whose first move is to read the deal, not the engagement letter.