The experience itself varies depending on numerous factors including your selection of underwriters, the sector in which your company operates, how hard you work and your experience or past involvement with public companies. However, one aspect should not vary: a total commitment to credibly positioning your management team and IPO story with investors. There is no room for error.

As the roadshow nears, we become a uniquely valuable advisor.

We write tight, compelling speeches and give management the ability to deliver them the way they were meant to be delivered. We operate your presentation during the roadshow, so you focus on delivery and audience awareness. We coach the entire speaker team and prepare them for the onslaught of one-on-one and group meetings.

We are known for our ability to coördinate sophisticated roadshows. This is of no small consequence as many deals are now co-led. Recent research suggests co-led deals produce better results for issuers. Having a third-party such as us to “direct traffic” keeps teams that are inherently rivals on-side. We are masters of logistical matters, and have knowledge of where investors are and the best way to get to them.

Branding is an important component of transaction marketing. We believe it is often overlooked. We understand how to engage investors with your brand and connect them to its attributes. We ensure the overall impression is one of confidence and clarity. This is very evident at the large group investor luncheons in New York, Boston and London.

We are also a full-time IR practice. We write disclosure policies, media releases, give guidance on earnings guidance, and provide senior-level IR counseling. We ensure the management teams we work with are at their absolute best and have the resources necessary to fulfill their responsibilities of being a public company.

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