Lay the groundwork for a successful Investor Relations Program that extends beyond the IPO.
An IPO is a pivotal event in a company’s capital formation and evolution and having the right team in place is essential. Our firm has the necessary experience and a strong track record of helping companies prepare for an impending IPO. We can provide a wide range of IR services for companies in various stages of the IPO lifecycle, from assisting with banker selection to laying the groundwork for a successful IR program that extends beyond the IPO. The result will be strong Wall Street relationships and the foundation for a best–in-class IR program, ensuring that the company achieves fair valuation and has long-term success in the capital markets.
A sample of our pre- and post-IPO services include:
S-1 review/drafting, guidance, and key metric feedback
Financial model review
Introductions to and advice on investment banks, investors and equity analysts
Corporate positioning and messaging
Road show presentation development and Q&A preparation
Comprehensive peer analyses and monitoring
Development of disclosure processes and policies, as well as spokesperson training
Counseling on corporate governance activities, such as board composition, executive compensation and equity incentive programs
Post-IPO road show perception survey and feedback
IR infrastructure creation, including vendor selection, website development and investor communications materials
Proactive development and maintenance of Wall Street relationships
Buy- and sell-side global targeting programs
Financial media and public relations outreach