Capital Markets Advisory Services
ITB Solutions is a management consulting firm that is focused specifically on the capital markets ecosystem. We are your trusted capital markets partner.
ITB Solutions provides management consulting and advisory services across the capital-markets ecosystem. We work with private and public companies, marketplaces and other market participants that need practical help defining a strategy, organizing a transaction or coordinating execution.
A Going Public Management Consultant helps management organize and manage the business side of a going-public transaction. That can include comparing transaction structures, defining the work plan, coordinating legal, audit, financing, valuation, shareholder-distribution and exchange workstreams, identifying dependencies and keeping the process aligned with management’s commercial objectives.
Who We Advise
Our clients include private and public companies, stock exchanges and other marketplaces, and organizations working within the capital-markets ecosystem. Engagements are structured around the client’s commercial objective and the work required to move it forward. See our services for companies and marketplace and stock exchange consulting.
Going Public & Transaction Strategy
For companies considering a public listing, ITB helps management assess the available routes, develop a practical roadmap and coordinate the transaction team. This can include IPO strategy and coordination, RTO strategy and coordination, transaction structure, valuation, capital planning and preparation for discussions with the appropriate market professionals.
Capital Markets & Corporate Advisory
ITB’s work can also include capital access advisory, transaction-focused valuation consulting, marketplace strategy, corporate governance, M&A-related advisory and market-awareness planning where relevant to the client’s objectives.
Hands-On Transaction Coordination
Our work is hands-on. We help management identify the required workstreams, coordinate advisers and specialists, track dependencies and keep the mandate moving toward agreed milestones. ITB does not replace legal counsel, auditors, registered securities dealers or other regulated professionals; we work alongside them as required.
For detailed education, see going-public methods in Canada and Canada’s stock exchanges.
Discuss an Engagement
Our Clients
At ITB Solutions, we work with marketplaces such as stock exchanges and private capital markets, as well as investment banks, law firms and both private and public companies.
Our Suite of Services
We offer a full range of services that empower businesses, whether public or private, to access financing and, if desired, become public. We also help management identify and implement practical uses of generative AI to improve workflows, productivity and decision making.
We work closely with C-level management to structure and deliver attainable and sustainable success. Our process is simple. We identify and clarify corporate goals and objectives and then develop a roadmap to achieve them. We assist management with the mechanics of listing and financing, as well as managing the process to become publicly traded in Canada. We also provide in-depth knowledge and insight into utilizing a listing to establish a lasting future for management and shareholders.
We don’t just “tell”, we “do”. We offer hands-on implementation of the required actions. Delivering results on staged milestones is often a part of the process until such time as the strategic goal is achieved.
Marketplace Analysis
We help clients develop a better understanding of their particular competitive landscape and larger
markets in general.
Advisory on M&A
We can help source, introduce, and negotiate potential acquisitions or merger targets. We help put good companies together to make great companies.
Investor Relations Advisory
We provide guidance and consultation on the creation and execution of various types of investor relations and market awareness programs.
Network
We leverage our trusted network of industry professionals to get our clients the best possible subject matter expertise and execution across various fields.
Capital Markets
We provide comprehensive consulting and advisory services on capital markets strategies, actions and deliverables. Helping companies go public is our specialty.
Corporate Governance
We help companies ensure they develop and practice proper corporate governance throughout their organization, throughout the listing process and beyond.
AI Implementation
We help management turn generative AI strategy into practical business workflows. ITB assists with identifying high-value use cases, redesigning processes, selecting and configuring appropriate tools, establishing human oversight and governance, training users and moving successful pilots into day-to-day operations.
Reach Us
Tell us what you are trying to accomplish and where the process stands. We will review the objective and the practical next steps.
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