Preparing an IPO

As an analyst involved with preparing to an issuer’s public listing, you will be busy with varying facets of the offering, including the work-up of the investor presentation with your banking team, building out the Company’s financial model, and interfacing with external vendors to execute the roadshow itself. As you divide your time between investment banking and equity capital markets, you will find our involvement leading up to and including the roadshow extremely helpful. We allow you to turn the presentation, tweak and create graphics and provide quotations relating to the roadshow so you can focus on other responsibilities.

It may be useful to learn more regarding typical expenses incurred during the roadshow. We can provide you with specific data relating to:
  • Travel
  • Accommodation
  • Appropriate venues for group institutional lunches
  • Branding; and
  • A/V requirements

Our roadshow support services ensure flawless roadshow campaigns. Understanding the expense structure early can enable your banking team to set expectations with the issuer early.

Generally, we are recommended by banking teams and positioned as a third-prty roadshow specialist that assists with areas outside the purview of the bank.


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