M&A,
IPO, &
Going Public

Strategize, organize, and globalize is the path to success. For companies that experience rapid growth, go-to-market trajectory, or an aggressive M&A plan, they find that external CFO’s have become an important resource. External CFOs are valued for their varied experience in M&A, their external networks, independent thinking, and strategic insights.

 

A private company can become publicly traded going through an initial public offering or a reverse takeover. An IPO is the first initial (public) stock offering that you are giving to the general public, and what really turns the company from a private one to a public one. Completion process of going public are subject to a number of conditions, including but not limited to completion of satisfactory due diligence, the negotiation and execution of a definitive agreement and the receipt of applicable regulatory approvals, including the approval of the Securities Exchange, if publicly listed.

 

A merger occurs when two separate entities combine forces to create a new, joint organization. Typically, mergers are done to reduce operational costs, expand into new markets, boost revenue and profits. An acquisition refers to the takeover of one entity by another, so this takes place when one company takes over all of the operational management decisions of another company. The two terms have become increasingly blended and used in conjunction with one another.

​

The different stages of evaluating companies for purchase, preparing for sale, or going public as an exit strategy are complicated and time-consuming processes that require extensive financial expertise. We can help your company with a merger, acquisition, sale, IPO and RTO with the following CFO services:

 

★ M&A & target acquisition analysis

★ Exit strategy development & sale

★ Go-to-market strategies: initial public offering or reverse takeover

★ Deal structuring & negotiations

★ Pre & post due diligence 

★ Professional service referrals & networking

★ Valuation, prospectus, MD&A, financial statement analysis