IPO and M&A Preparedness

Be Prepared to Grow Your Capital Structure

Are you ready to move your private company to the next growth level? There are four general routes a company can take:

1. Initial Public Offering (IPO)
2. Private Equity Placement
3. Private or Public Debt
4. Merger or Acquisition (M&A)

All paths require planning and carefully leveraging your resources to help ensure maximum returns to shareholders.

IPO Preparedness

Private companies considering a potential IPO need to research the pros and cons carefully in making a decision. While it is a primary mechanism for tapping into the U.S. public debt and equity markets, it also comes with a slew of SEC rules and regulations. Understanding these rules and regulations, and navigating through them in the most efficient and effective manner, is what our preparedness program offers. Candela Solutions conducts preparedness training for the board of directors, executive management and internal auditing to help them better understand the new SEC landscape and associated risks.

Preparing for a Sale, Merger or Acquisition

Private companies whose strategy is a sale, a merger or acquisition (M&A), need to have a solid roadmap in place to show they are worthy of the pending investment. Strong controls over financial statements, operations and compliance will prove to investors, creditors or buyers that you are prepared to provide them with a solid rate of return.

The Candela Solutions team is ready to assist in helping you walk down the IPO or M&A path. Download more information here.

Enhancing Reputation with Key Stakeholders, such as Creditors

Clearly all companies, whether public or private, require value for each dollar spent on governance and compliance. While initial efforts may be motivated by legislation, looking beyond compliance for market leadership position through robust internal controls is prudent. A strong position regarding compliance, reporting and operations will offer a competitive advantage for a number of key stakeholder groups; including, creditors, analysts, rating agencies, customers and suppliers.

Private Companies anticipating an IPO (initial public offering) or M&A (merger and acquisition) activity should be heavily motivated to enhance their governance, risk and compliance practices. Indeed, all organizations can benefit from strong internal controls and governance practices, which in turn can become a powerful competitive advantage. A solid governance structure along with sound management controls can go a long way in raising the comfort level of creditors, regulators, investors, employees, vendors and other stakeholders.

Companies of all types, especially those on an expansionary growth path, can mitigate risks and seize opportunities by engaging Candela Solutions to enhance readiness efforts.

Refer to related in-house training sessions:

• Corporate Governance: Protecting Shareholder Interests through Strong Stakeholder Relations
• COSO's Internal Control - Integrated Framework: 2013
• Decision Rights and Information Flows: Understanding Two Common Causes for Failure
• Governance, Risk and Compliance (GRC): Putting it all Together
• IPOs & Reverse Mergers
• Risk Assessments in Action: Understanding Enterprise Risk Management Frameworks