VC & PE Glossary

What Is Working Capital Peg?

Updated

Definition

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.

Useful for: Founders, Investors

A working capital peg is the agreed target for net working capital at transaction close — the reference point for working capital adjustments that true-up purchase price.

How it works

Buyers and sellers negotiate:

  • Peg amount — often 12-month average NWC excluding cash/debt-like items per definition schedule
  • Collar — sometimes immateriality band where no adjustment unless variance exceeds threshold
  • Accounting principles — GAAP consistency, no unusual accrual games pre-close

Example: peg set at $4M NWC. Close at $3.2M → $800K purchase price reduction to buyer (subject to caps). Close at $4.5M → seller may receive $500K add-back if symmetric collar.

Seasonal businesses peg off normalized months — not peak inventory alone. Services firms focus on deferred revenue and unbilled AR treatment.

Locked-box deals fix price at a historical date and pay interest instead of peg adjustments — alternative structure in some UK/EU deals.

Why it matters

  • Founders: Run peg forecasts weekly in final quarter of sale. Align AR collection, inventory builds, and AP timing with advisors.
  • Investors: PE sponsors model peg in returns — missing peg is equivalent to hidden price increase post-signing.

Common mistake

Negotiating peg using headline NWC without agreeing account definitions — disputes over prepaid marketing or customer deposits blow up at close.

See also working capital adjustment, working capital, and locked box.

  • 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 Adjustment — 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.

Common questions

Short answers for founders, LPs, and operators

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