Accessing Capital Markets

We guide your smooth transition to public markets

When going public, you need to focus on growth and operations while navigating legal, banking, audit and regulatory hurdles.

Are you ready for the reporting demands of a public company?
Will your growth strategy resonate with potential investors?
Will your tax strategy minimize value leakage?
Are your internal controls ready to be certified by management and auditors?
Can your IT infrastructure support your growth, reporting requirements and controls?

Our professionals have collectively marketed, allocated and priced more than 1,000 equity offerings, and we can help you get it right.

ARTICLE

SEC heightens urgency on cybersecurity

New disclosure requirements may prompt public company boards and management to take a closer look at their cybersecurity procedures.

How we can help you

Our teams perform engagements with a balance of experience, scale, innovation and skill and the highest levels of quality.

IPO & Direct Listing Services

Our experienced professionals understand the nuances of the initial public offering process and the regulatory environment and guide you with strategies... Show more for pursuing listed status in a way that increases your company’s value.

We skillfully lead you through the five IPO process phases of company evaluation, underwriter due diligence, SEC registration, exchange listing, and marketing to investors.

SPAC Pre-Merger Services

Your plans for your SPAC structure and merger process will benefit from our guidance, and our financial and buy-side due diligence will... Show more provide you with a deep understanding of your situation.

We provide tax structure assistance and help you communicate Regulation S-X requirements, conform disclosures and prepare pro forma financial information while addressing merger accounting issues. We also assist as you prepare key disclosures, file proxy statements and respond to SEC comments and amend reporting where necessary.

SPAC Target Readiness Services

As you search for a company to take public, we assist you in determining a target’s readiness to report and operate like a public company. Our... Show more professionals can assess whether the target has the appropriate corporate governance, financial reporting, tax, IT and human capital structures for a move to public markets.

In addition, we provide SOX assessment/SOX readiness services and assist in preparation of S-4 filings, technical accounting and project management.

SPAC Post-Merger Services

Your merger or acquisition will proceed smoothly with our assistance. We also provide guidance on SOX assessment and SOX readiness as well... Show more as your filing of Form 8-K with any pro forma financial information as needed.

We assist you in analyzing any reporting issues and considering follow-on offerings, and we can advise you on how to file Forms 10-K and 10-Q with appropriate disclosure of your acquisition. We also provide additional public company remediation, including ongoing SOX readiness assistance and long-term incentive plan/compensation analysis.

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