Resources.
The book, the calculators, the field notes, and the checklists the practice runs on. Use them on your next deal.
The Five Closings
A field manual for independent sponsors acquiring companies above $10 million. Read the first chapter.
Field Notes
Twenty-five essays on independent sponsor practice. Economics, capital stack, deal stages, capital after close.
Capital Stack Visualizer
Input EV and EBITDA. Get the typical lower-mid-market stack with leverage multiples and annual interest.
Independent Sponsor Economics Calculator
Model the waterfall. Carry, preferred return, catch-up, sponsor commit, exit MOIC.
100-Day Plan Generator
Input the closing date. Get a customized 100-day plan: MIP, board, covenant calendar, customer comms.
Diligence Checklist
Eight workstreams. About 120 items. The framework the practice runs on every deal.
Frequently Asked Questions
What sponsors and capital partners ask most. Practitioner-grade answers.