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Representative Experience

Private Equity & Platform Deals

Buy-and-build counsel for sponsors and platforms: rollups, add-ons, and diligence that keeps the thesis on track.

Dozens of transactions and hundreds of millions in deal volume across a decade of buy-and-build work.

Typical deal size: Typically $3 million to $30 million enterprise value per acquisition (lower middle market)

The situation

A buy-and-build works only if the tenth acquisition runs as cleanly as the first. Sponsors lose value when diligence gets thinner as the pace picks up, when add-on paper drifts from the platform standard, and when integration is an afterthought. The legal work has to be repeatable, not reinvented every deal.

What we handle

  • Platform acquisitions and add-on transactions
  • Repeatable diligence playbooks built for volume
  • Reps and warranties, escrow, and indemnity packages
  • Earnouts, rollover equity, and management incentive terms
  • Debt and intercreditor coordination on financed deals
  • Post-closing integration and contract standardization
  • Ongoing support to management teams between deals

How these deals work

  1. 01 We build a diligence playbook for the platform, so every add-on is reviewed against the same standard instead of from scratch.
  2. 02 We run each acquisition on that playbook, flagging the issues that move price and clearing the rest quickly.
  3. 03 We negotiate the purchase agreement, escrow, earnout, and rollover terms consistent with the platform's positions.
  4. 04 We integrate the acquired contracts and paper so the next add-on closes faster than the last.

Who it's for

PE sponsors, family offices, independent sponsors, and management teams building a platform through acquisition.

Common questions

Private Equity & Platform Deals, answered.

What is a buy-and-build or platform rollup?
A strategy where a sponsor acquires a platform company and then grows it by acquiring smaller add-ons in the same space. The legal challenge is repeatability: running many acquisitions to a consistent standard without slowing the pace.
How do you keep diligence consistent across many add-ons?
With a playbook built for the platform. We define what gets reviewed, what the standard positions are, and where to spend time, so the fifth add-on gets the same rigor as the first without starting over each deal.
How is rollover equity typically handled in a platform deal?
Sellers often roll a portion of their proceeds into equity of the platform, which aligns them with the go-forward business. The terms that matter are vesting, the securities being issued, and what happens on a later sale. We paper those clearly.

This page provides a general overview of private equity & platform deals matters. Every situation is different. Contact Mond Law to discuss the specifics of your matter.

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