IPO Strategy & Preparation
Supercharging your growth while safeguarding your independence.
For clients with a distinct IPO strategy or dual-track (parallel IPO and M&A processes), we therefore take responsibility for the entire process. We are the project manager and coordinate all stakeholders throughout the process.
We make it as efficient as possible and support the client in selecting the right advisor for each step of the process through our extensive network. We also support the client in all preparations, settlements and after the IPO.
Why IPO?
An initial public offering, or IPO, is an enticing next step for highly successful growth companies. If your business has proven its profitability and growth prospects, you can often secure more capital through an IPO than through M&A or private fundraising – all while retaining your independence and the freedom to implement your strategic vision. For founders and early-stage investors, the IPO is also an opportunity for a partial exit.
Why IPO Advisory?
An IPO is as challenging as it is potentially rewarding. The process lasts over a year and involves multiple hurdles, at each of which careful strategic planning is crucial. Coordinating the various stakeholders takes a huge amount of work. As an entrepreneur responsible for the day-to-day management of your business, you simply don’t have the time, let alone the expertise. By bringing the right advisor on board, you can concentrate on building your company, whose continuing flourishing will put you in the best position for a successful IPO.
Why Carlsquare?
We take responsibility for the entire IPO process. With the help of our global network, we provide creative, unbiased advice on everything from which markets to access to which lawyers, auditors and investor-relations agencies to engage. Our international presence also enables us to provide comprehensive support on cross-border IPOs (see more below), while our integrated full-service offering means that we can advise you on parallel M&A and IPO processes, as well as on the debt measures that commonly follow going public.
What We Take Care of
- Supporting you with bespoke strategic guidance on location, structure, valuation, share allocation, deal tactics and more
- Crafting a compelling equity story for your company & market
- Identifying potential investors and approaching them on your behalf
- Helping you select the right advisor for each stage, including lawyers, auditors, banks and investor relations agencies
- Liaising with listing & rating agencies
- Coordinating all participants at every stage and preparing all necessary documents
Nasdaq Nordic: Ideal Home for Tech Mid-Market Leaders
Your tech company is thriving, but because of high thresholds you aren’t able to venture an IPO in your home country. For businesses like yours seeking funds for the next growth stage, Nasdaq Nordic is a great alternative to M&A. The lower thresholds on the Swedish exchange allow you to retain control of your firm, including its strategic direction, while raising the same amount of capital, if not more. Locally based in Sweden and Germany, and with numerous successful Nasdaq Nordic IPOs under our belt, Carlsquare is ideally positioned to successfully steer German tech firms through the process.