02Equity Capital Markets

Prepare the equity story. Organise the route to market.

IPO and SPO advice for issuers and shareholders, connecting readiness, positioning, investor engagement and local execution.

Explore the scope

Mandate overview

An equity process built around readiness and credible execution.

The work starts with the issuer’s objective and current level of preparation. The scope can extend from early readiness through placement and closing.

When clients call us

An issuer or shareholder is evaluating a public equity transaction.

01
Management needs a practical assessment of IPO or SPO readiness.
02
The equity story, valuation framework and investor materials need to be developed.
03
Regulatory coordination and placement execution need one integrated workplan.

Scope of work

The core workstreams of an equity capital-markets mandate.

Workstreams are selected and sequenced according to the issuer and the proposed transaction.

01
IPO and SPO readiness
Assess preparation priorities and define a practical transaction workplan.
02
Equity story
Structure a clear investment proposition grounded in the issuer’s business and objectives.
03
Valuation
Develop a valuation framework and relevant decision scenarios.
04
Investor materials
Prepare consistent materials for the planned investor-engagement process.
05
Regulatory coordination
Coordinate the applicable market and transaction requirements within the workplan.
06
Placement and closing
Support investor engagement, placement execution and transaction completion.

What you receive

Deliverables and timing are agreed at the outset, according to your objective and scope of work.

01
IPO or SPO preparation plan
Readiness assessment, preparation priorities and decisions required before going to market.
02
Valuation and investor presentation
A valuation framework and clear materials explaining the business and proposed equity offering.
03
Placement timetable and coordination
An integrated plan for requirements, investor engagement, placement and closing.

How the work is organised

From readiness to placement.

A staged process keeps management preparation, investor communication and execution aligned.

01
Assess
Clarify the capital objective, readiness gaps and transaction parameters.
02
Position
Develop the equity story, valuation framework and investor materials.
03
Prepare the market
Coordinate requirements and organise focused investor engagement.
04
Place & close
Support placement, transaction decisions and closing workstreams.