Deals Advisory and IPO

Deals Advisory and IPO

Initial Public Offer or IPO refers to the raising of fund initially from the public by issuing shares publically. Our IPO Advisory Services team provides the end-to-end, “turn-key” solutions and strategies your organization needs through the IPO process.

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All Services

Initial Public Offer or IPO refers to the raising of fund initially from the public by issuing shares publically. Our IPO Advisory Services team provides the end-to-end, “turn-key” solutions and strategies your organization needs through the IPO process.

We aid businesses with IPO readiness by assisting in evaluating and implementing the requirements for going public and reporting as a public company. Below are some considerations for your IPO journey.

Strategies for going public and being public

The market for IPOs can be volatile. Favorable conditions for going public can vanish as quickly as they arise. Careful pre-IPO planning is critical. The plan must consider the tasks and the timing of the tasks required to go public and operate in public. The company must be prepared to perform in the glare of the public spotlight.

  • An effective and efficient finance function
  • Improved decision-making support
  • Value driving internal controls
  • Risk mitigation
If you are considering taking your company public, or playing a role in an initial public offering, consider the impact on all areas of the company to create the competence, confidence, and performance to maximize the value of the IPO.
Preparing for an IPO

Evaluate

  • Strategic option evaluation
  • Tax strategy and structure assistance
  • Business plan development
  • Discussions with investment bankers, legal counsel, external auditors and professional advisor
  • Pre-IPO workshops
  • CPE Sessions

Assess

  • IPO readiness assessments
  • GAP analyses
  • Activity identification and prioritization
  • Gap Remediation and interdependency identification
  • Roadmap development
  • Project planning
  • Board charters and policies

Execute

  • Form S-1 preparation
  • Accounting policy development
  • Disclosure drafting
  • Finance process improvement
  • SOX readiness
  • Board preparedness
  • Internal Audit transformation
  • Tax operating model or outsourcing
  • Investor relations Deals Advisory

Sustain

  • On-call accounting policy support
  • Investor relation and market value services
  • Accelerated external reporting
  • Sufficiency of resources monitoring
  • Implementation of new accounting standards
  • Tax compliance or provision services
Deal advisory is defined as a category of strategic financial services that help businesses evaluate and navigate deals to maximize value creation. Deal advisory services guide businesses on growth, functional capabilities, and develop a competitive edge over their peers.

Scope of Deal Advisory Professional Services

1. Due Diligence Advisory:

Financial due diligence:
It includes a careful analysis of the organization’s historical financial performance, financial position, liabilities, recorded and unrecorded contingencies, working capital, fixed assets, balance sheet adjustments, and core financial terms of the existing business contracts. The financial due diligence involves tax and legal, due diligence, business valuation, human resource, IT, and environmental due diligence.

Commercial due diligence:
Deal advisors examine the target business’ relative market position, market conditions, and its ability to deliver predicted results. They identify critical business factors such as market trends and outlook, macroeconomic influencers, regulatory environment, the competitive position of the client company, and relationship with key customers and suppliers. The integrated approach of combining commercial, financial and tax due diligence services gives the client a better view of the business. 

2. Buy-side Advisory:

Acquiring an existing business is one of the easiest ways to get a head start in developing your market. Buy-side advisory helps you assess the business potential, screen targets, strategically evaluate targets, initiate discussions between the parties, execute the transaction, and close the deal.

3. Sell-side Advisory:

When selling or divesting a business, advisors act as key links. They prioritize your objective for sale or divestment and develop the process accordingly. They are experts in cost calculations, legal compliance, help identify various types of buyers, and manage other aspects concerning a sale.

4. Debt & Equity Advisory:

Advisors guide you through the complete process of identifying the right form of finance, the right package of information, by skillfully sourcing the finance and negotiating the terms. They focus on some issues like recapitalization; financing or refinancing; acquisition financing; raise funds; and financial restructuring.