Guiding Your Company to its Next Phase

Whether it involves fueling rapid expansion, preparing for an exit, or orchestrating a transition to the next generation, steering your company toward its next developmental milestone necessitates well-informed guidance.

 

We stand poised to listen, assess, and challenge, translating your circumstances into a spectrum of tailored solutions drawn from our team's extensive experience. We're here to demonstrate and support you with a comprehensive array of Debt and Equity solutions that will propel you toward your objectives.

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Equity Financing via an Initial Public Offering (IPO) or Reversed Take Over (RTO)

 

One viable route is to transition your company into a publicly traded entity, accessing the global pool of capital available to listed firms. Motivations for listing your company may include:

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• Diversifying your ownership structure

• Accessing capital through alternative, less costly means Enhancing your company's public profile and credibility

• Planning for succession and exit strategies

• Establishing a currency for potential acquisitions

• Creating retention mechanisms for key personnel

 

Financing the next phase of your company's evolution can be pivotal, and thorough preparation for a stock flotation is imperative. Making the leap from private to public entails substantial effort across various facets of your business. Our dedicated  team stands by you at every stage of this journey, from selecting the appropriate market and preparing your business to executing the public offering and establishing your presence as a publicly traded entity.

 

A strong post-IPO performance sets the stage for successful follow-on offerings.

 

Are You Prepared for the IPO/RTO Journey?

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Preparing for an IPO can be a rewarding endeavor for you and your management team if executed effectively. However, timing is critical, and meticulous planning upfront is essential to avoid setbacks. Pulling out of an IPO/RTO due to inadequate preparation could set your company back significantly.

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We will evaluate your company through an investor's lens, scrutinizing and challenging growth assumptions.

Our "Readiness Review" assesses various critical areas (such as corporate structure, governance, financial track record, and risk management) essential for IPORTO planning. Addressing these areas ensures that management can focus on engaging with potential investors.

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With our specialised team and experience in Euronext, AIM(LSE)  and other capital markets ( US Nasdaq and Canada TSX), but also the FNFTEX | DEX an UK  Digital Exchange we are confident in delivering the most valuable and cost-effective solutions for a smooth and efficient IPO/RTO process.

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The IPO/RTO Journey – Areas of Focus

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 We assist you in various areas, including:

• Board composition

• ESG considerations

• Choosing your market and listing venue

• Selecting your bank and syndicate

• Executive remuneration and long-term incentive planning IFRS financial statements Scenario planning for working capital and refinancing

• Prospectus drafting

• Managing regulatory oversight

• Developing effective internal control frameworks Risk management and reporting Change management for your staff

 

The IPO/RTO Journey 

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An IPO typically takes between 6 to 12 months, while an RTO takes between 3-6 months, depending on the selected market and regulatory requirements.

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The success of the process heavily relies on accounting and audit work streams meeting key milestone dates.

We work with several qualified accounting firms to achieve the quickest, best and most costs effective results.

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Post-IPO/RTO Advisory

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Drawing on our extensive knowledge from working with companies during the IPO/RTO process, we provide unparalleled "after-care" advice and practical support We can help address typical challenges such as:

• Compliance with listing rules and regulations

• Initial financial reporting and peer benchmarking

• Managing board and committee expectations

• Change management for staff

• Effective governance and internal audit

• Risk management and reporting

• Enhancing financial position and prospect procedures

• Finance transformation and efficiency of finance teams

 

Debt Advisory

 

While IPO activity typically focuses on the equity side of the balance sheet, reviewing the business's funding from a debt perspective is equally important. Institutional shareholders of listed companies have different leverage expectations compared to private shareholders, often preferring lower levels of leverage. Consequently, listed companies can typically secure more favorable debt terms than before listing. Listing without arranging appropriate debt facilities risks impairing shareholder value significantly. Additionally, most private company debt facilities require repayment upon listing.