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What we do

IPO Advisory

Advisory services throughout all stages of the initial public offering (IPO) process, ensuring a structured and successful transition to the public equity market. We work closely with our clients from the planning and preparation phases to seize market windows promptly and craft investment theses (equity stories) that maximize the value of their companies

Our approach

How we approach IPO advisory

The journey to a successful IPO is a process that begins well in advance, starting several months before going to market, depending on each client’s level of maturity. We assist our clients throughout all stages of this process, from planning to execution

Planning

Identification of performance improvement opportunities
Assessment of corporate governance readiness
Discussion on structuring internal controls and processes
Creation of the investment opportunity narrative (equity stories)

Preparation

Development of marketing materials for investors
Evaluation of the investor universe and expectations, including prior contact with selected investors (non-deal roadshow)
Advisory in selecting the Advisory team, including banks, lawyers, and auditors
Support in adapting to legal listing requirements
Assistance in establishing the board of directors (if not already in place) objectives

Execution

Assistance in preparing offering documents such as the prospectus and reference form
Coordination of registration with the CVM and stock exchange
Review of the business plan and marketing materials like equity research presentations and roadshow
Monitoring investor demand for the IPO (book building)
Support in pricing the offering and allocating investor orders

We provide advisory services for IPOs both within Brazil and internationally

Ártica Studies

IPO in Practice

Lessons Learned by Entrepreneurs Who Went Through the Process

Financial advisory for companies and investors

Contact our team