We guide you safely through the transaction with expertise, experience and focus
Capital Markets
Successful in the capital market
The stock market offers companies and their owners a wide range of opportunities. By issuing shares or bonds, fresh capital can be used to finance further growth, realize strategic goals, or make the ownership structure fit for the future. A wide range of variants and structures are available for this, such as an initial public offering (IPO), De-SPAC or bond issue. All are associated with different challenges and complexities – but also offer great opportunities. An initial public offering (IPO) is also a valid way for private equity investors to divest assets in whole or in part.
“Capital markets are highly dynamic and difficult to predict. In order to operate successfully in the long term under these conditions, it is essential to prepare for a transaction in a strategically sound and structured manner. We support issuers throughout the entire transaction process with our in-depth capital market expertise and comprehensive transaction experience, helping them to define and implement a clear, individually customized roadmap for the capital market.”
Your benefits
New issuer or experienced capital market participant
Your contact for all capital market issues
Going public means opening up to a new group of investors and thus greater transparency and greater public interest. The decision to go public changes a company fundamentally and permanently. Timely professional preparation (e.g. through an IPO readiness assessment) is essential for a successful IPO and “life” as a public company.
In the run-up to a capital market transaction (e.g. IPO, capital raise, De-SPAC or bond issue) a company faces many questions: Are the company profile, future growth opportunities, and strategic direction attractive to investors? What facts and data are needed to convince investors? To what extent does sustainability (reporting) play a role in the transaction? Is carve-out or pro forma financial information or a profit forecast required? Which internal systems, processes, and structures need to be adapted or newly created? How do you put together a strong and focused internal and external project team?
The period after the transaction also harbours challenges for issuers who want their shares or bonds to enjoy long-term and sustainable success in the capital market. From day one, the company must be in a position to fulfil all legal and regulatory requirements as well as the expectations of investors and the public. In addition to the realization of operational and strategic goals, this also includes reliable and trustworthy communication with all stakeholders.
Would you like to know how to organize your capital market transaction successfully and in your interests? Then we are the right partner for you!
Smooth transaction even in a turbulent stock market environment
Our experienced capital market specialists will answer all your structural, operational, and regulatory questions, identify potential stumbling blocks, and work with you to draw up a detailed plan for your individual route to being public. We guide you through the entire transformation process – from initial strategic considerations and early internal preparation, through the intensive transaction execution phase and into the secondary market. Our clients value our holistic, tailored and objective advice which is based on our in-depth knowledge and experience from many transactions across different industries and countries. We are at your disposal with the full range of experts to help you conquer any challenges you may face – you can rely on that.
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Earnings forecast
SPACs: A Gateway to the US Capital Market
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Going public in the US via a merger with a US-listed SPAC
Our services at a glance
- Strategic Planning
- Preparation
- Transaction realization
- After the transaction
Strategic Planning
- Target definition
- Analysis of business plan
- Selection of listing venue and segment
- Determination of (preliminary) transaction structure and schedule
Preparation
- Readiness Assessment
- Tax and structuring advice
- Establishing capital market readiness (financial reporting, IFRS conversion, CSRD/EU Taxonomy reporting, internal control system, corporate governance, risk and compliance management, remuneration systems, IT and cybersecurity)
- Determination of relevant KPIs to underpin the equity story
- Tool selection and implementation (consolidation, disclosure management, etc.)
- Selection of further advisors
Transaction realization
- Preparation and review of historical financial information (e.g. carve-out financial statements, pro formas) and KPIs and presentation in the prospectus
- Preparation and review of the profit forecast
- Issuance of comfort letter
- Support with due diligence
- SOX, US GAAP and SEC reporting
- Project management and coordination
- Practical support for the internal project team, in particular the finance function
After the transaction
- Preparation for the Annual General Meeting
- Board reporting
- ESEF implementation
- Financial and sustainability reporting
- Ongoing support for the finance function
Preparing for an IPO?
Our guide highlights the ten key questions every leadership team should address when considering going public – from shaping your equity story and defining the right KPIs to managing risks, governance, cybersecurity and the transition to life as a public company. We support you with a clear IPO readiness assessment and practical guidance for a smooth path to the capital markets.
Capital Markets: insights and studies
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