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We provide a wide range of support services for early-stage and expansion financing, M&A transactions, establishing investment banking relationships and preparing for initial public offerings, including:

  • Developing high-impact presentations, investor summaries and business plans.

  • Preparing management to handle tough questions from angel inventors, venture capitalists or institutional financial analysts.

  • Preparing foreign management teams to address US investors.

  • Researching the opinions of financial analysts on current market climate, timing and positioning for a proposed IPO.

  • Providing objective research to assist management in the selection process of IPO underwriters for maximium analyst coverage and aftermarket support. 

  • Gathering critical information, building the investor database and instituting investor communications polices in preparation for an IPO.

  • Laying the post-IPO foundation for a highly-effective investor relations effort.

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Private Companies: Services
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