Analyse corporate strategy and 3-5 year outlook with business owners and management

Conduct industry analysis of existing players, their business models and shareholder registers

Undertake risk assessment of current and future business challenges

Collate and analyse peer-derived valuation benchmarks

Run comparative valuation analyses to determine most likely market outcomes

Deliver scenario analyses for different execution options and their likely value outcomes

Act as transaction project managers and bring the company to the point of deal readiness

Refine and enhance company's equity story and
investment case

Establish risk management framework (regulatory, licensing, financial reporting and disclosure)

Establish optimal legal and organisational structures and
advise on selection of Board directors

Manage external communications, from creation of corporate website to building your corporate reputation with investors and other stakeholders

Undertake sustainability audit and establish best-practice
ESG foundations

Onboard financial advisors to execute M&A transaction or IPO (or dual track if appropriate)

Support management throughout due diligence process performed by external advisors (banks, auditors, external counsel)

Support and/or conduct pilot fishing with investors

Deliver full stack deal materials for prospective investors, financial advisors, management and owners

Prepare management for IPO roadshow and provide full support throughout

Provide post-IPO aftermarket IR and PR support