IPO Advisory Services
The decision to go public through an Initial Public Offering (IPO) is one of the most critical that a business owner can face. Taking a business public is a complicated and time-consuming process that is fraught with many hurdles and pitfalls. The myriad of issues and problems that must be addressed to achieve a successful offering require the involvement of an experienced advisor. At Aakkam we have the breadth and depth of expertise to guide you through this process. Our services are designed to assist business owners at every step of the process.
Phase 1: Readiness Assessment
Our team will assist in determining whether an IPO is the right step in the company's development. We assess whether the business is ready to operate as a public company, reviewing whether the system of internal controls is sufficient, whether financial information meets statutory registration requirements, and ensuring appropriate executive compensation arrangements are in place to motivate leadership in a public environment.
If an IPO isn't the right immediate step, our Strategy Group helps identify high-value alternatives, including strategic joint ventures, private equity investment, or merger opportunities.
Phase 2: Underwriter Selection & Registration
We work with you to select the best underwriter for your offering based upon factors including experience with similar companies, syndication and distribution capabilities, and cost. We guide you throughout the registration process, including drafting the registration statement (DRHP), responding to regulatory comments, and drafting required financial information and MD&A.
Phase 3: Post-Listing Compliance
Once public, the company will face additional reporting requirements, including periodic financial statement requirements, board committee compliance, and supplemental information reporting for analysts and institutional investors.