Initial Public Offering Advisory Services
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With Ted having overseen the global equity underwriting activities for one major investment bank, prior to which he served as one of three senior managers for another, Coburn Greenberg is in a unique position to advise companies on their plans to launch initial public offerings. Ted often equates the magnitude and importance to the process to the personal one of buying one’s first house. Coburn Greenberg recommends that the planning process begins twelve-to-eighteen months in advance in order to tackle the following tasks:
- Review and diligence of the Company’s strategic plan
- Feasibility of the plan to enter the public market
- Market’s potential receptivity to the offering
- Valuation considerations
- Corporate goals and objectives attendant to going public
- Alternative approaches to meeting the corporate goals and objectives
- Constitution and readiness of the board of directors
- Constitution and readiness of the senior management team
- Auditor evaluation and preparedness
- External counsel and its preparedness
- Evaluation of the IPO and market’s receptivity by selected institutional investors
- Creation of a plan to present to prospective underwriters
- Selection of the underwriting team and consideration of plan of distribution
- Listing considerations and requirements
- Equity research support
- Transaction structuring and pricing
- Post IPO support and development of investor relations strategy