CAPITAL MARKETS ADVISORY
CAPITAL MARKETS ADVISORY
We work closely with private companies as they approach an IPO, supporting them as they work toward this important milestone. We provide an array of services to facilitate a successful transaction and smooth transition into a public company, while being mindful of building management and corporate credibility.
Leveraging our extensive experience and broad network within the capital markets ecosystem, we introduce clients to an array of investment banks and advise them on the selection of underwriter(s) for their IPO. We help them assess various firms and establish the right fit based sector, size, and other factors. We also stay involved and advise throughout the process.
ROADSHOW PRESENTATION DEVELOPMENT
We collaborate with the underwriters to ensure that our clients have effective, well-designed roadshow presentations to clearly portray investment stories and position companies within their competitive landscapes. We also prepare other IPO communications such as news releases.
ROADSHOW SUPPORT
We work with the underwriters to ensure pursuit of the most appropriate investor targets for each company, oftentimes expanding beyond the banks’ institutional clients, and provide management with background information on investors.
LISTING CEREMONY & MEDIA
We organize listing ceremonies at the stock exchanges, and media interviews on the first day of trading.
POST-IPO PLANNING
We construct a comprehensive, strategic post-IPO investor communications and outreach plan, and develop a well-organized communications infrastructure.
BROAD-SPECTRUM ADVISORY & SUPPORT
The transition into a public company is a significant one. We guide our clients in an array of areas to accomplish a smooth transition that builds management and corporate credibility.