Portfolio Investments

02Equity Capital Markets

Prepare the equity story. Organise the route to market.

IPO and SPO advice for issuers and shareholders, connecting readiness, positioning, investor engagement and local execution.

Mandate overview

An equity process built around readiness and credible execution.

The work starts with the issuer’s objective and current level of preparation. The scope can extend from early readiness through placement and closing.

When clients call us

An issuer or shareholder is evaluating a public equity transaction.

  • 01

    Management needs a practical assessment of IPO or SPO readiness.

  • 02

    The equity story, valuation framework and investor materials need to be developed.

  • 03

    Regulatory coordination and placement execution need one integrated workplan.

Scope of work

The core workstreams of an equity capital-markets mandate.

Workstreams are selected and sequenced according to the issuer and the proposed transaction.

  1. 01

    IPO and SPO readiness

    Assess preparation priorities and define a practical transaction workplan.

  2. 02

    Equity story

    Structure a clear investment proposition grounded in the issuer’s business and objectives.

  3. 03

    Valuation

    Develop a valuation framework and relevant decision scenarios.

  4. 04

    Investor materials

    Prepare consistent materials for the planned investor-engagement process.

  5. 05

    Regulatory coordination

    Coordinate the applicable market and transaction requirements within the workplan.

  6. 06

    Placement and closing

    Support investor engagement, placement execution and transaction completion.

How the work is organised

From readiness to placement.

A staged process keeps management preparation, investor communication and execution aligned.

  1. 01

    Assess

    Clarify the capital objective, readiness gaps and transaction parameters.

  2. 02

    Position

    Develop the equity story, valuation framework and investor materials.

  3. 03

    Prepare the market

    Coordinate requirements and organise focused investor engagement.

  4. 04

    Place & close

    Support placement, transaction decisions and closing workstreams.

Working principles

Preparation before promotion.

01

Issuer readiness

The process begins with the information and decisions required for credible execution.

02

Consistent positioning

Valuation, materials and investor communication are developed as one proposition.

03

Local execution

Regulatory coordination and placement activity are integrated into the timetable.

Selected experience

Relevant execution experience.

Company-confirmed mandates are shown where relevant; supporting public records are linked when available.

Evaluating an IPO, SPO or equity-readiness programme?

Begin with the issuer’s objective, current preparation and intended route to market.

Discuss the mandate