We ready companies for public listing through the implementation of financial controls, formalized governance, investor relations, transaction structuring, and regulatory preparation.
Positioning for the public markets
The path to a successful IPO is demanding, with little room for missteps. We make this arduous process systematic through our end-to-end guidance. Companies that undertake the preparation journey with us reap benefits far beyond accessing growth capital.
The disciplines required to operate as a listed entity spur broader enterprise maturation. Our clients undergo meaningful improvements across finance, governance, operations, technology, and investor relations.
The organizational enhancements made unlock value long after the IPO transaction. With our support, leadership teams keep their focus on driving the business forward confidently, knowing a trusted advisor is managing the public markets preparation intricacies.
Our experience de-risking and smoothing the journey results in a successful IPO foundationally stronger companies.
Implement accounting standards like IFRS or GAAP
Establish automated reporting, planning and analysis
Formalize internal controls and risk management
Obtain audited financial statements
Define board structure, committees and charters
Create governance policies like conflict of interest
Develop robust investor relations function
Oversee executive compensation design
Enhance IT systems, cybersecurity safeguards
Institute formal procurement processes
Develop IR content/collateral and messaging
Assist with exchanges, investment bank selection
Manage listing process and regulatory filings
Draft IPO prospectus and lead investor roadshows
Deliverables
We ready enterprises for public listing by implementing the financial systems, governance, controls, and processes required to meet regulatory requirements and effectively access the capital markets.
Key Deliverables
- Readiness Assessment Report
- Project Plan for IPO Preparation
- Audited Financial Statements
- Governance Policies and Manuals
- Executive Compensation Program Design
- Investor Targeting Strategy
- IPO Prospectus and Regulatory Filings
- Investor Roadshow Presentations and Marketing Materials
Our phased approach allows us to systematically guide clients through the demanding preparation process leading up to a successful IPO transaction. We can tailor the scope based on specific needs and gaps uncovered in the readiness assessment.