Road to IPO

Service Offerings: Private Companies

• Content Creation

• IPO Preparedness

• Capital Markets Counsel & Navigation

• Roadshow & Analyst Day Preparation

• Investor Access & Targeting

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Situation

A late-stage biotech was preparing to go public but lacked the bandwidth and experience to manage the IPO process alongside day-to-day operations. Management needed a partner who could take on both the content and deal strategy without slowing down the business.

Approach

We assumed responsibility for drafting the S-1, delivering a complete draft in under six weeks with minimal demands on management’s time. We built a cohesive IPO equity story, adapted and proposed new slides for investor materials, and worked with the syndicate to refine the final draft. Beyond content, we provided counsel on banker selection, identified ideal investors pre- and post-deal, and prepared leadership for the scrutiny of a roadshow and SEC review.

Result

Within six weeks, the company had a full S-1 draft, updated investor materials, and a clear IPO narrative. With bankers, investors, and SEC interactions managed in parallel, leadership remained focused on running the business while entering the public markets prepared for the expectations of life as a listed company.