IPO IR
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.
Capital Markets Advisory
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.
PEER ANALYSIS
Utilizing an array of internal resources, we obtain peer market intelligence and conduct peer analysis. This helps inform the company’s market position and investor messaging.
Investment Positioning
We develop compelling and rational investment theses and corresponding messaging, and refine as appropriate.
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.
Roadshow Q&A preparation
We help prepare management for roadshows by coaching on presentation delivery and Q&A.
IR Website
We help clients create new or enhanced Investor sections of their websites that reflect best practices.
Post-IPO Planning
We construct a comprehensive, strategic post-IPO investor communications and outreach plan, and develop a well-organized communications infrastructure.
Listing Ceremony & Media
We organize listing ceremonies at the stock exchanges, and media interviews on the first day of trading.
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.