Process
Related Links:
IPO Services - Our Approach
Service offerings
Our Approach

Turning a privately-owned enterprise into a publicly-traded company is a rigorous process that demands the interlocking efforts of skilled professionals drawn from legal, investment banking and underwriting backgrounds. Our IPO Services team includes professionals with industry experience to help you better understand what it takes to "go public". We are experienced in working with venture capitalists and Street-savvy CEOs and CFOs, as well as companies with less extensive knowledge of the IPO road show process or publicly traded company obligations.

Our services include:

  • Developing/refining messaging to Wall Street
  • Financial and industry analyst outreach
  • Presentation preparation and training
  • Timing of news
  • Corporate branding issues
  • Investor presentations
  • IPO team selection
  • M&A strategy
  • Financial and corporate releases
  • Marketing materials
  • Introductions and feedback
  • Investment conferences
  • Real-time monitoring of the competitive sector
  • Business press
  • Industry analyst programs
  • Disclosure training
  • Road show slide development
  • Presentation and Q&A preparation
  • "Pricing day" business press considerations
  • IR web site coordination


You know your brand.. You have a vision..
Let us realize it.