OVERVIEW
Ready Before the Bell Rings
A four-phase engagement for companies preparing to list on a US exchange, or to uplist to a senior exchange.
OUR SERVICES
From the Story to the Listing Day
Four gated phases, each starting where the last signs off.
Discovery, Foundation & Messaging
Positioning audit, equity story, peer set, and the investment thesis US investors will underwrite.
Content & Communications
Every asset a new issuer is expected to have on day one, written once, in one voice, from the equity story approved in the first phase.
Management Readiness & Listing Prep
Spokesperson training, Q&A preparation, roadshow rehearsal, and investor targeting ahead of the offering.
Governance Training & Listing Activation
Board and executive briefing on life as a public issuer, then the listing-day and first-quarter communications plan.
INDUSTRY PRESENCE
Be a Known Name in Your Industry First
Alongside the investor work, we build the company’s standing in its own sector. The subject here is the operating story: what the company does, who it serves, and why it wins, and the audience is trade press, customers, partners, and talent. An investor who looks the company up should find an established industry name already there.
Delivered by our Digital Media and Public Relations practices, on the same account team. The subject stays the operating business, never the offering.
Company & Executive Social Accounts
We create and manage the accounts, produce the content, and run the engagement for the company and for the executives individually.
- Account Creation and Profile Build-Out
- Content Calendar Built Around the Operating Business
- Establishing the CEO and CFO as Sector Experts
- Day-to-Day Engagement and Community Management
- Listening and Monthly Analytics
Coverage in Your Industry Press
Articles and interviews in the publications the company’s customers, partners, and sector peers actually read.
- Trade and Industry Media Strategy and Targeting
- Feature Articles and Executive Interviews in Sector Press
- Thought Leadership and Contributed Bylines
- Executive Media Training Before the First Interview
OUR APPROACH
Senior Advisory Through Every Phase
Delivered by our Corporate Advisory practice, alongside all four phases.
Capital Markets Advisors
Sequencing, timing, and how each decision will read to the buy side.
Board Readiness
Briefing directors on what public shareholders will expect of them, and how to read the investor relations reporting they will start receiving.
Cross-Border Support
US business-culture training and bilingual spokesperson support for international management teams.
Continuity After Listing
The same team carries into the ongoing investor relations program.
WHERE YOU ARE IN THE PROCESS
Timing Is Everything
The further you are from a filing, the more options you have. Once a registration is underway, what you can say publicly narrows sharply, so the work that builds familiarity has to happen before then.
Exploring a Listing
No S-1 filed and no registration underway: the widest runway, and where the most valuable groundwork happens.
- Equity Story and Positioning
- Industry Media and Social Presence
- Investor Introductions
- Management Coaching and Rehearsal
Pre-Filing
Materials built, management rehearsed, and investor targeting mapped, ahead of the quiet stretch.
- Corporate Presentation and Fact Sheet
- Investor Relations Website and Day-One Materials
- Roadshow Deck and Messaging
- Board and Governance Briefing
In Registration
Publicity restrictions apply, and the work turns to execution alongside your counsel and bankers.
- Roadshow Support and Logistics
- Listing-Day Communications
- Analyst Coverage Initiation Planning
- Post-Listing Earnings Infrastructure
FAQs
Frequently Asked Questions
How early should we start?
Twelve to eighteen months before a filing. This is the only stretch where you can build familiarity freely, and long enough that an industry presence looks earned rather than assembled for the offering.
How do you work with our bankers and counsel?
Alongside both. Counsel handles what is legally required, and your bankers structure the deal; we shape how the company communicates: the story, the materials, and the management readiness.
Does this cover an uplisting from OTC?
Yes. The same program serves companies moving to a senior exchange, and the phases compress where materials already exist.
We’re headquartered outside the US. Does that change the program?
The four phases are the same, with cross-border support running through them: US business-culture training for the management team and bilingual spokesperson support as needed.
What happens after the listing?
The same team carries into the ongoing investor relations program, so the equity story built in the first phase is maintained in your first year as a public company.
NEXT STEPS