Initial Public Offerings

Approach your IPO with confidence.

Thorough preparation is crucial to avoiding surprises and delays in the IPO process. We have successfully advised dozens of clients in a variety of industries and states of readiness throughout the entire IPO process. Our proven advisors begin with an assessment of a company’s readiness, followed by hands-on assistance with the preparation of historical, pro forma and selected financial data in compliance with SEC requirements.
We prepare our clients for their external audit and advise management on the SEC reporting process to ensure a successful offering. We have extensive experience working with the auditors, attorneys and investment bankers, allowing for close collaboration throughout the entire IPO process.

Services
  • Readiness Assessments

  • Project Management

  • Audit Preparation

  • Stock Compensation

  • Preferred Stock

  • Cheap Stock

  • Convertible Debt

  • Form S-1

  • SEC Reporting

  • SEC Comments

  • SOX Compliance

  • Process Improvement

The Timeline

Initial Public Offering Process

Additional Resources

Impact Story

Initial Public Offering

A foreign biotechnology company pursued an IPO in the U.S. with an accelerated timeline.

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Insights

IPO Readiness

An IPO is a watershed moment for any company. However, the IPO process itself requires careful planning and diligent project management.

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Impact Story

Private Equity Services

A $250 million portfolio company was closing a large acquisition, integrating prior acquisitions and undergoing its annual audit.

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Insights

Convertible Debt

Convertible debt has become an attractive alternative for investors who want to collect interest in the near term but retain the right to convert the debt to equity should the issuer's.

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Connect with Us

We work with some of the fastest-growing and most dynamic companies in the world, providing the expertise and resources they need to succeed. Learn how we can help your organization.

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