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. Having the right team in place is essential. We have the necessary experience and a demonstrated track record of guiding our clients as they prepare for an impending IPO and transition into a publicly traded company. 

We 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, comprehensive IR program that extends beyond the IPO. 

The result?  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. 

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