Upton Advisors provides IPO advisory services to emerging growth companies seeking access to the public-equity markets. While a successful IPO can position your company for a long and prosperous public-company journey, the IPO process itself is challenging and time-consuming.
We can guide your management team through the IPO process to ensure an efficient and effective offering for the public markets. With extensive public securities underwriting experience, we provide informed oversight of the offering process in order to maximize the services of your underwriters. With our help, your management team will be well prepared to pursue and execute a successful IPO while also remaining focused on your core business objectives. IPO services include:
-IPO viability assessment
-Underwriter solicitation and selection
-Underwriters' due diligence
-Offering document preparation
-Management's investor presentation preparation
-Investor Q&A preparation
-Investor relations strategy
-Research coverage strategy
