IPO IR
We work closely with private companies as they approach an IPO, supporting them as they work toward this important milestone. We provide an array of services to facilitate a successful transaction and smooth transition into a public company, while being mindful of building management and corporate credibility.
Investment Banking Introductions
Peer Analysis
Investment
Positioning
Roadshow Presentation
Roadshow
Support
Support
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Investment Banking Introductions & Advisory on Selection
Leveraging our broad network, we help clients meet and select the right underwriters for their company, sector, and stage of development. We also stay involved throughout the process.
Peer Analysis
Utilizing an array of internal resources, we obtain peer market intelligence and conduct peer analysis. This helps inform the company’s market position and investor messaging.
Investment
Positioning
Positioning
We develop compelling and rational investment theses and corresponding messaging, and refine as appropriate.
Roadshow Presentation
Development
Development
We collaborate with the underwriters to ensure that our clients have effective, well-designed roadshow presentations to clearly portray investment stories and position companies within their competitive landscapes. We also prepare other IPO communications such as news releases.
Roadshow Support
We work with the underwriters to ensure pursuit of the most appropriate investor targets for each company, oftentimes expanding beyond the banks’ institutional clients, and provide management with background information on investors.
Roadshow Q&A
IR Website
Post-IPO Planning
Listing Ceremony & Media
Broad-spectrum advisory &
Support
Roadshow Q&A
preparation
We help prepare management for roadshows by coaching on presentation delivery and Q&A.
IR Website
We help clients create new or enhanced Investor sections of their websites that reflect best practices.
Post-IPO Planning
We construct a comprehensive, strategic post-IPO investor communications and outreach plan, and develop a well-organized communications infrastructure.
Listing Ceremony
& Media
& Media
We organize listing ceremonies at the stock exchanges, and media interviews on the first day of trading.
Broad-spectrum advisory &
Support
The transition into a public company is a significant one. We guide our clients in an array of areas to accomplish a smooth transition that builds management and corporate credibility.
TESTIMONIALS
“As a newly public company we were faced with so many new and different obligations and opportunities. The team at The Equity Group has been there to expertly advise and guide us in all facets of our investor-facing efforts.”
DANICA HOLLEY, COO
“We at Smith & Wollensky certainly benefitted from your skills and guidance, and I as the main beneficiary am grateful. When we first went public, The Equity Group got us up and running successfully from an IR standpoint. Your expertise in investor communications and relations were certainly of value.”
ALAN MANDEL, FORMER CFO
“The Equity Group helped us overcome each one of our obstacles by providing guidance, arranging introductions and played a significant role in the Company going public. Today, we consider them an integral part of our team.”
JON WHEELER, FORMER CHAIRMAN AND CEO
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