Leveraging The Power Of Capital Markets

We provide bespoke solutions to companies exploring public exit, asset sale, or capital raise strategies through the capital markets. Here we take a life-cycle agnostic approach and advise clients ranging from early-stage companies to publicly traded companies. The foremost focus is to build an agile capital markets plan embedded with finance, marketing, legal, and accounting strategies. We work with outside legal, capital, accounting, and audit teams to drive this process over the finish line so you can focus on the important decisions around equity and control rights. We can advise you on that as well. This process generally involves developing two separate business plans, one for the OpCo and the second for the PubCo. When it comes to the OpCo, we take a backseat and help with only the necessary technical requirements. At the PubCo level, we are more involved. We develop a strategy for each, finance, accounting, marketing, recruiting and HR, investor relations, legal and compliance, and research and analytics. The synergies between these different functions are what drive the overall capital markets strategy to your final goal: public exit and/or capital raise.