IPO Consulting for Companies Going Public in Canada

An Initial Public Offering can provide a company with a direct route to the public markets, but it requires coordinated work across management, legal counsel, auditors, a registered investment dealer or underwriter, the applicable exchange and other specialists. ITB helps management prepare for that process and coordinate the work required to move an IPO mandate forward.

ITB helps management teams prepare for and manage the issuer side of a Canadian IPO by organizing readiness, transaction planning and advisor coordination. The work can include financial-statement readiness, valuation and financing strategy, exchange selection, disclosure planning, shareholder distribution and coordination with legal counsel, auditors and registered investment dealers.

Is an IPO Right for Your Company?

Before committing to an IPO, management should assess transaction readiness, financing objectives, valuation, governance, disclosure requirements, the target exchange and the ability to assemble the appropriate deal team. ITB helps management evaluate those issues and compare an IPO with other going-public alternatives where appropriate.

How ITB Supports an IPO

ITB can assist with transaction planning, management preparation, materials, valuation and structure discussions, adviser coordination, workstream management and the organization of the listing process. Related services include capital access strategy and pre-IPO valuation consulting.

Building the Deal Team

An IPO depends on qualified legal, audit and securities-industry professionals. ITB can help management identify appropriate resources and coordinate communication among the parties while keeping responsibilities clearly defined.

Preparing for Dealer / Underwriter Discussions

ITB can help management prepare the company, its materials and its transaction positioning for discussions with CIRO Dealer Members or underwriters. ITB is a management consulting firm and does not act as a securities dealer or underwriter.

From Planning Through Listing

Once the mandate is underway, ITB can help management organize milestones, coordinate advisers and monitor the dependencies that affect the transaction timetable.

For detailed education, see how IPOs work in Canada and Canadian stock exchange options.