IPO CONSULTING
Let us guide you through the entire IPO process.
We have the experience and skills to advise you every step of the way.
If you’ve been considering how to accelerate your growth prospects, going public through an Initial
Public Offering (IPO) could be one highly viable option.
Our Methodology
Our proven M&A model is designed to create optimal IPO result, based on a proven track record.
Our methodology is based on five cornerstones:
Accurately understand your desired IPO outcome and growth objectives
Analysing your strategic edge and prospects, market sector and competitors, to support
the Analyst presentation and Institutional marketing process
Developing IPO strategy based on the processes above, and identifying the investigating accountants, reporting lawyers, prospectus writer, and stock broker
Assembling the most appropriate independent Board of Directors and Due Diligence Committee to ultimately sign off on the Prospectus and IPO
Advisory for the completion process, including facilitating with the ASX listing department, ASIC for Prospectus approval, and relevant accountants, lawyers, prospectus writer, and stock broker
Helping businesses to expand has been at the core of our work for more than 25 years.
Our IPO Process
Step 1 >
Firstly we work to understand your reasons for an IPO. Your motivation could be:
- To raise capital to fund growth prospects
- To lift your company profile
- To provide an exit strategy for existing shareholders
- To make acquisitions with the new share currency
- To provide management and staff with incentives and a share of the business.
Step 2 >
Next we evaluate the viability of an IPO for your business and includes going through the advantages and disadvantages of IP0, the strategic rationale, risks and rewards. We recommend the following criteria to justify your efforts and costs, as well as attract a sufficient appetite from the public:
- At least 3 years of audited profits (before tax), exceeding $3 million per annum
- Growth profile of profits (before tax) exceeding 15% per annum over the last 3 years
- A forecast growth of profits (before tax) of at least 15% per annum over the next 3 years
- Target a Market Capitalisation of at least $50 million post-IPO proceeds
- A large and preferably diversified customer base
- Strong financial reporting and forecasts
- Unequivocal willingness and acceptance from Directors and Senior Management to comply with the Corporate Governance code and ASX guidelines for listed companies
Step 3 >
The next step finalises the process. The IPO process involves the following 10 work streams:
- Appointment of Advisers
- Preparation of management information
- Audit of historical information and track record
- Financial and Legal Due Diligence
- Prospectus preparation and Regulatory approvals
- Analysts presentation
- Verification of Forecasts
- Attracting the right Stock Broker
- Investor Relations and Marketing to Institutions
- Roadshows
We’re here to guide you through the entire IPO process
We have the experience and skills – developed over 20 years – to advise you every step of the way.
Get in Touch
Get in touch for a discreet information session about your exit, expansion or acquisition strategy where we will discuss five key items:
- Understand your desired outcome
- Understanding your business
- Develop a framework for your exit, expansion and acquisition strategy
- Advising the most appropriate and timeous way to be 'Due Diligence' ready
- How to present the transaction only to highly qualified suitors