CRITICAL QUESTIONS TO ASK YOUR IPO ADVISOR
Before engaging an advisor to help with your IPO, do your due diligence and ask the following questions.
01
Will the advisor devote a senior team to all aspects of the process to ensure efficient execution?
02
Who are the relevant peers/comps and why? How will the Company be valued?
03
Does the advisor understand the trends, drivers and metrics of your industry?
04
Does the advisor possess the modeling expertise to assist with the financial forecast?
05
Who are the most respected and influential equity research analysts in your sector?
06
How regularly does the advisor talk to portfolio managers at important buy-side accounts?
07
Can the advisor gather feedback from investors prior to launching the IPO?
08
What controllable factors contribute most to an enhanced valuation multiple?
09
What growth rate do you need in order to achieve a premium valuation?
10