Our primary focus is to prepare our clients for life as a listed company by laying the foundations for a robust investor relations programme. Experience has shown us that whilst the momentum created by the IPO is ideal in raising the profile of the stock post listing, unpreparedness in the company’s disclosure and reporting practices considerably increases the risk of damaging reputation at a time when attention towards the company’s performance is particularly heightened.
IPO Health Check
Our IPO health-check aims to assess the IR readiness of the client prior to engaging in the listing process. We look to identify areas of structural weakness in relation to the company’s communication and IR function and highlight areas that need further development. Typically this analysis is best carried out well ahead of the IPO kick-off process. <<More>>
IPO Health Check
As part of our assessment we look to appraise the internal reporting structures as well as processes and infrastructure, in isolation as well as under the burden of onerous regulatory reporting requirements. We would also look to assess how any pre-existing market and peer surveillance mechanisms that may be in place will benefit the client in the listing process and beyond. The results of our assessments lays the foundations ahead of time to ensure IPO readiness, whilst avoiding any potential disruptions when executing the transaction; and, which in turn, supports the successful outcome of the IPO.
Our pre-IPO support is centred on the set-up of the IR function including the installation of the relevant IR infrastructure including the development of the IR website. Critically, our role is to plan for life after the IPO when all other key advisors would have completed their jobs. <<More>>
Pre IPO Support
We prepare for the engagement required after the completion of the IPO and our support extends to implementing disclosure policies and managing relationships with rating agencies as the transition to a listed company is completed. The ultimate goal is to shape the IR programme in a manner that helps support management’s vision and optimise the stock valuation.
The period after the listing is a period of heightened attention for a company and making the right impression is key. We outline a 180-day programme of IR activities post IPO that ensures a smooth transition and provides the market with confidence in the company’s approach to investor relations and broader capital market engagement. <<More>>
By the time of the listing we would typically have developed a comprehensive IR calendar that would cover the reporting timelines for the company and its peers and outline a clear set of activities for the next 6-12 months. Following on from the material created during the IPO process, we would also develop a structure for the various investor materials such as fact sheets and earnings presentations to ensure consistency in messaging going forward.