One advisor, across the journey
Going public is rarely a single event. We stay with a company through each stage — and the bank executes the underwriting or placement when the time comes.
Structure & Foundation
Entity and jurisdiction, capital structure and cap table, governance, board composition, and the key hires a public company needs.
Readiness & Diligence
IPO-readiness assessment, internal controls and SOX preparation, audit support, and the financial model and projections.
Capital & Listing
Capital strategy and investor targeting, underwriter selection, the raise, and the listing — run on the company’s behalf.
Public Company & Growth
Investor relations, earnings guidance, governance, capital allocation, and M&A as the company grows.
At home in U.S. and Canadian markets.
We advise on IPOs, direct listings, cross-border listings, and uplistings — in either direction — with the structuring, governance, and audit readiness a public listing demands.