Do you have experienced advisors, including lawyers, auditors and financial consultants, and investment bankers? Advisors who regularly work with the SEC and investment bankers who truly understand your market sector will actively assess potential challenges, streamline the transaction process, and prevent common obstacles that can delay offerings, create disclosure concerns, complicate and ultimately delay or endanger the viability of the overall process. Ensuring efficiency and smooth execution is essential. Pick advisors you like and who truly care about you and your process.
Have you identified potential investment bankers and top analysts in your industry?
- Think about the ideal number and combination of lead bankers for your IPO, ensuring they can collaborate effectively and complement each other’s strengths, especially when it comes to successfully closing the deal if market conditions turn challenging.
- Choose primary bankers who can both understand and convey your story with the same passion and clarity that you do.
- Select co-managers who are strong supporters of your business model and have relationships with top analysts in your sector.
The best advisors are those who deeply understand your business and care about you and the outcome. You will be spending a lot of time with this group and relying on their judgment so choose carefully!