{{item.videoDuration}}
{{item.title}}
{{item.text}}
{{item.videoDuration}}
{{item.title}}
{{item.text}}
What we can help with
We support our clients in each phase of the transaction. We provide comprehensive financial advisory services, from support in developing the business and financial strategy and in determining the optimum financing option (including the market for listing), through assistance in selection of the other advisors and in preparation of the prospectus, to support in the roadshow and in the placement of securities. We also provide assurance services, including audit, review and examination of financial information in prospectuses.
We support both small companies acting as issuers of securities for the first time as well as large international corporations utilising the financing opportunities offered by local and global capital markets on a regular basis.
We also help our clients to adapt their internal processes and reporting systems to meet the requirements and expectations applicable to public companies. As part of those activities, we assist companies in the conversion of their financial statements to International Financial Reporting Standards (IFRS) or US Generally Accepted Accounting Principles (US GAAP).
Our key assets are: our knowledge of best practices worldwide and the extensive experience of our specialists. Thanks to our expertise we are able to prepare comprehensive and effective capital markets solutions, tailored to the individual profiles and specific needs of our clients.
IPO - support with initial public offering
It is a structured way of analysing and reporting on a company’s readiness for going public.
Key areas of a diagnostic include:
Financial reporting procedures and internal controls
Corporate structure and tax considerations
Financial track record
Corporate governance
The scope is always tailored to the Company’s needs
- The output is a roadmap of what needs to be addressed during the IPO preparation process. The project does not take long; depending on each particular case, it takes about 3 weeks from start to finish.
- We will evaluate all factors that will impact a company's ability to carry a successful public offering and later functioning as a public company. As a result of our work you will receive a report that sums up requirements that your company has to meet, analysis of the current situation and our recommendation concerning the following activities.
Our IPO services
- Audit & Assurance
- Capital Markets
- Finance & Accounting
- Information Technology
- Governance, Risk & Compliance
- Valuation
- Corporate Finance & Debt Advisory
- Tax
- Legal
- HR Management
- Training, Workshops & Open Seminars
Audit & Assurance
- Audit and review of financial statements, including carve-out/combined financial statements
- Accounting advice
- IFRS conversion
- Comfort letters
- Reports on prospective financial information
- Reports on pro forma financial information
Capital Markets
- IPO diagnostic
- IPO/Iisting project management
- Choosing listing venue
- Stock exchanges listing and ongoing reporting requirements
- Strategy and equity story
- Presentation of pro forma financial information
- Drafting Operating and Financial Review and other sections of the prospectus
- Selecting and working with investment banks
- Working with regulators
- Long form reports
- Working capital reports
- Reports on financial reporting procedures
Finance & Accounting
Smart close" of financial reporting
Streamline management reporting and budgeting process
Design and streamline manual and ERP internal controls
Set-up shared service centres
Information Technology
ERP selection
Project management of data migration
Project management of information systems integration/ separation
Data security assurance
Governance, Risk & Compliance
Corporate governance requirements of stock exchanges
Implementation of corporate governance framework (structure, policies, reporting)
Identification of board of directors and committees members
Establishment/transformation of internal audit function
Implementation of investor relations function
Valuation
Company valuation
Financial business modelling
Presentation tools for sensitivity and scenario analysis
Corporate Finance & Debt Advisory
Strategic options analysis (IPO vs. private equity vs. debt)
Financial strategy development and implementation
Cash flow modelling
Arrange transactions with strategic and financial investors, negotiate debt financing and derivatives and hedging programmes
Rating advisory
Debt restructuring and creditor negotiations
Tax
Tax health checks
Analysis of group pre and post IPO effective tax rate
Tax structure of group, including domicile of listing vehicle
Tax aspects of management
Tax structure of capital raised, use of proceeds and deductibility of transaction related costs
Transfer pricing structuring
Opinions on tax income and costs
Opinions on generic tax risks
Correspondence with tax authorities
Legal
Legal structure of group, including foreign laws implications
Set-up of domestic and foreign SPV & JV
Legal due diligence
Draft loan & collateral agreements
HR Management
Remuneration schemes for top management and board members
Stock option plans
Disclosure of remuneration schemes in annual reports
Training, Workshops & Open Seminars
IPO workshops
Executives and managers workshops and open seminars (strategy, governance, finance, logistics and project management)
IFRS/ other GAAPs training
Training on management of investor relations
Related content
{{filterContent.facetedTitle}}
{{contentList.loadingText}}
{{contentList.loadingText}}
