VC & PE Glossary

What Is Working Capital Adjustment?

Updated

Definition

A working capital adjustment is a post-closing purchase price change in M&A when the company's actual net working capital at close differs from the agreed target or peg.

Useful for: Founders, Investors

A working capital adjustment true-ups the purchase price after close when net working capital differs from the negotiated peg — protecting buyers from sellers draining liquidity pre-close.

How it works

Typical M&A mechanics:

  1. Parties agree peg — target net working capital (often trailing average)
  2. Closing balance sheet measured within days of close
  3. Adjustment: if actual NWC < peg, price drops $1 for $1 shortfall (within caps); if actual > peg, seller may receive add-back per collar rules

Definitions matter — which accounts count as current, treatment of debt-like items, and normalization for seasonality. Disputes go to independent accountants per purchase agreement.

Founders running asset-light SaaS may see minimal adjustments; inventory-heavy or services businesses with large AR/AP swings face bigger true-ups.

Venture-backed sellers should manage working capital in the final 60–90 days — accelerating payables or delaying receivables collection hurts adjustment math even if cash feels high.

Why it matters

  • Founders: Model proceeds net of adjustment scenarios in exit planning. Communicate with operators so close-week accounting matches peg methodology.
  • Investors: Sponsors enforce pegs to avoid funding immediate post-close liquidity injections — adjustment economics are part of IRR.

Common mistake

Treating enterprise value as all-cash to sellers without peg collar — a $2M working capital miss can erase expected distributions.

See also working capital peg, working capital, and locked box alternatives.

  • Working Capital — Working capital is current assets minus current liabilities — the short-term liquidity buffer a company uses to fund inventory, receivables, and payables in day-to-day operations.
  • Working Capital Peg — A working capital peg is the target net working capital level agreed in an M&A deal — the baseline used to calculate post-closing purchase price adjustments.

Common questions

Short answers for founders, LPs, and operators

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