IPO Advisory

• IPO Market Update & Assessment

• Public Company Readiness Work Plan

• Syndicate Structuring

• Research Analyst Evaluation

• Investment Bank Introductions & Liaison

• Fee Negotiation

• Analyst Education & Diligence

• Analyst Modeling Process

• Equity Investment Messaging

• Analyst Day Facilitation

• Investor Presentation Development & Coaching

• Establish Ongoing Investor Relations Function

• Exchange Selection & Interaction

• Prospectus Development

• Public Investor Targeting

• Pricing and Allocation

• Banker selection and syndicate structure

The role of an IPO advisor is crucial to a company's transformation to becoming a publicly held company. The IPO advisor is responsible for guiding their clients through the entire IPO execution journey. This entails not only assisting in accessing the public markets but also addressing any obstacles and challenges along the way. Our expertise is invaluable in helping organizations navigate through traditional IPOs or explore alternative strategies. We provide expert guidance and support, ensuring that our clients are well-prepared for the transformational event of going public. Our independent advisory model ensures that we are free of any conflicts that are inherent in the traditional investment banking model.