Capital raise · Waste & Recycling

Waste & Recycling Deals: Co-Investment Rights Done Right

Negotiating Co-Investment Rights on waste and recycling deals, with the structure protection and capital connectivity an independent sponsor actually needs.

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

An independent sponsor closing waste and recycling transactions in the $12M to $150M EV range has a defined set of moves at the Co-Investment Rights stage. Most of them are not in a generic M&A textbook.

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 Co-Investment Rights actually gets structured.

  1. Define co-invest rights pro-rata to the LP's deal commitment.

  2. Build a 30-day decision window so the deal does not stall.

  3. Limit co-invest fees and carry, if any, to reflect the relationship value.

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

  5. In waste and recycling, layer in permit transfer applications filed before LOI signing as part of the Co-Investment Rights workstream.

The common mistake

Granting unlimited co-invest. The next LP finds out and your firm economics suffer.

Jason's take
"Co-investment is a privilege you give to the LPs you want to keep. Define it accordingly."
Jason Powell · Co-Investment Rights
Capital after close

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.

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

Bring the waste and recycling deal. Get Co-Investment Rights 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.