Purpose & Aproach
Our role is to act as a strategic advisor across the IPO lifecycle, from early-stage readiness assessment to post-listing transition support.
We focus on building a credible equity story, aligning internal structures with public company standards, and coordinating all advisors involved in the process.
Scope of Services
Sell-Side Due Diligence
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Outcome:
A clear, defensible deal story and strategic roadmap.
Financial Preparation & Reporting Enhancement
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Corporate Governance & Public Company Framework
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Valuation & Equity Story Development
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Transaction Structuring & Advisor Coordination
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Investor Relations & Market Communication Readiness
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Post-IPO Transition Support (Optional)
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Leadership




