Rollover Equity in M&A: How... | Lippes Mathias LLP

Rollover Equity in M&A: How Independent Sponsors Are Using It to Structure Better Deals

February 11, 2026 | Corporate Blog

Rollover equity is one of the most critical deal tools in the buyer / independent sponsor toolkit. Essential bridge (capital stack) and bond (alignment with seller). Averaging 16.9% in the latest survey (see linked article). At Lippes Mathias LLP, we love spending time up front with clients on deal structuring and brainstorming on all aspects of deferred consideration - especially designing an effective rollover equity structure that all parties value (seller, isponsor buyer, capital partner, and lender).

John Koeppel's commentary on "Rollover Equity Rises as Credit Conditions Reshape the Middle Market" by Ryan McCann for Middle Market Growth.

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