Taking your company from private to public through an initial Public Offering (IPO) is a transformational change that can deliver huge financial rewards and growth opportunities. It will certainly be an intense period for the management team. Your goals and challenges are key to us, whether you are preparing for an IPO, executing an IPO or additional fundraising. However much support you need, our goal is to help you achieve a successful outcome. Our dedicated capital markets specialists can help assess your company's IPO readiness for a listing, we can act as your Reporting Accountant and guide you through executing the complex IPO process and we can support you on further transactions post IPO.
Your IPO Journey
You should not underestimate the time and resources it will take to prepare your business for a successful IPO. An IPO process can be an intense process demanding commitment of substantial time and resource. This is on top of the day to day management of your business.
We always recommend you invest as much as you can, as early as you can, in preparing for an IPO. By preparing well in advance, you will:
- Identify and resolve potential issues early
- Reduce pressure on management at the time of IPO
- Ensure that the company is ready for an IPO when market conditions are optimal.
The first step on the IPO journey should be to undertake a review of your business. This review should examine your equity story, corporate structure and tax position, your financial and management reporting and the markets available to your business.
Our IPO-readiness assessment is free, quick and easy to complete and provides an initial guide to what your business needs to do to achieve a successful IPO.
The report includes practical insights and recommendations and will identify potential future obstacles so you can start addressing them. We use this review to highlight the priority areas you should focus on. Please get in touch with our Capital Markets specialists to discuss the results or your company’s IPO plans.
An IPO is usually just the beginning of the story. Public companies are under much greater public and regulatory scrutiny with higher reporting requirements and a wider range of stakeholder needs to consider. We can support you with a full spectrum of services including financial reporting, corporate governance and risk management, tax and remuneration planning and post-IPO transactions, integration and separation support.
Reporting Accountant Services
Since 2014, we have acted as reporting accountant on over 170 completed capital markets transactions, including more than 80 IPOs. We have been the leading reporting accountant on AIM IPOs over the last ten years. We can help by acting as your reporting accountant during the IPO process. We can also provide a sounding board for any recommendations you receive from your lead investment bank and other advisers.
What is a Reporting Accountant?
A Reporting Accountant provides certain 'public' opinions required by the rules governing capital markets transactions including providing assurance over a business’s financial track record. The Reporting Accountant will also perform financial due diligence for the directors and the Sponsor or Nominated Adviser (Nomad).
In order to complete market transactions, the London Stock Exchange can require several reports and opinions from your Reporting Accountant. These will differ depending on the nature of the transaction and the requirements of the company's Sponsor, Nomad or other adviser.
You can use the below as a guide to the kind of information you will be expected to provide. Transactions on international markets may require different reports. Our team works closely with our international network around the world to ensure you get the support you need, wherever the transaction is taking place.
If you are undecided as to whether an IPO or private sale is the right option for your business, you could also consider a dual-track process which can maximise optionality for your shareholders? Our guide to planning a mature business exit details the different solutions available to you.
Review of Main and AIM markets
Explore latest transaction activity such as IPOs, fundraises, sector trends and significant deals on our UK Capital Market Insights page.