Lay the groundwork for a successful Investor Relations Program that extends beyond the IPO
IPO Programs

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​