Actionable Ideas for Companies and Sponsors

Private Company Non-Deal Marketing Prior to IPO

Non-deal roadshows for private companies provide key benefits to clients, including:

1. Real-time investor feedback to help issuers position their equity story ahead of filing Form S-1
2. Increased certainty of market receptivity for management and the Board to de-risk execution
3. Ability to educate institutional thought leaders ahead of starting an IPO process
4. Ability to market in foreign jurisdictions (e.g., European issuer marketing in the U.S.)
5. Provision of performance data points with institutional accounts, allowing issuers to benchmark businessgrowth/momentum at the time of the IPO