Working Capital Peg — Explained for M&A Interviews

    2025-08-21
    Technical
    M&A
    • 1 min read

    Definition, mechanics, typical adjustments, and a quick table with examples; how it flows to cash and purchase price.

    Working capital peg explained

    The working capital peg is the normalized net working capital level the parties agree should be delivered at closing. After closing, actual working capital is compared to the peg; the purchase price is adjusted dollar‑for‑dollar for any shortfall or excess. This keeps the business "cash‑free, debt‑free" without starving operations.

    How to calculate a peg

    • Pick the definition: typically AR + Inventory − AP; sometimes includes other operating items
    • Choose the lookback: LTM average, seasonally adjusted, and exclude one‑offs
    • Normalize for unusual collections, stock‑outs, or vendor terms changes
    • Document the exact components to avoid post‑close disputes

    Example (normalized peg)

    ItemAvg (LTM)NormalizedAdjustmentNotes
    Accounts Receivable$95m$90m−$5mOne‑time quarter‑end push
    Inventory$80m$85m+$5mSafety stock reset post stock‑out
    Accounts Payable($70m)($68m)+$2mVendor terms normalized
    Net WC Peg$105m$107m+$2mBuyer and seller agree to $107m

    If actual closing NWC is $102m vs a $107m peg, the purchase price is reduced by $5m. This flows through the cash paid at closing and the post‑close true‑up.

    Downloads

    Grab a peg calculator and checklist here.

    Get the printable interview sheet for peg Q&A here.

    See also