Our Service offering
IPO Advisory
Unbiased expert advice on all critical aspects of the IPO process prior to and during the transaction
Public Market Offerings
Analytical assessment of financing alternatives and the pros and cons of each option
Capital Sourcing
Extensive deal structuring experience and network of relationships across major pools of capital
IPO Advisory Services
We serve as an independent capital markets advisor, guiding clients through the complexities of the IPO process, and minimizing the stress and burden on management. We prepare private companies for success in the public markets, anticipate the issues, and make sure they avoid potential pitfalls. Furthermore, we serve as an “on-call” resource 24/7/365. Specific services include:
- Assessing IPO Readiness
- Evaluating Market Windows
- Assisting with Offering Size & Structure
- Assessing the Investment Banking Landscape
- Managing the Underwriter Selection Process
- Recommending Appropriate Syndicate Structures
- Negotiating Gross Spread & Allocation of Economics
- Validating Valuation Methodology & Assumptions
- Assisting to Craft Investment Highlights
- Identifying Influential Equity Research Analysts
- Facilitating Introductions to Important IPO Investors
- Providing Drafting Support on Registration Statement
- Preparing for Analyst Diligence & Completion of the “Street” Model
- Assisting with Investor Targeting, Roadshow Preparation and Marketing Materials
“An IPO is a significant event for an issuer and its financial sponsor, and we believe that both parties benefit by having an advisor by their side prior to and during the transaction process”
For a list of critical questions to ask your IPO Advisor
Click Here
Public Market Offerings
Public companies have numerous options from which to choose in order to raise primary capital, or as a means to provide liquidity to financial sponsors, founders or other shareholders. A company’s ability to select the most appropriate, cost-efficient financing alternative begins with an analytical assessment of the structural elements of such options. We can help clients evaluate the trade-offs and determine the optimal approach.
Areas of Expertise:
- Marketed Follow-Ons
- Block Trades
- Confidentially Marketing Public Offerings
- PIPEs
- Convertible Notes
Capital Sourcing
Private companies may raise equity or debt for a variety purposes, including to fund internal growth, pursue acquisitions, transfer family ownership, or provide partial liquidity to shareholders.
Raising capital within the dynamic and fragmented private markets can be challenging as well as time and resource intensive. Locust Hill Advisors manages the entire process, from developing the appropriate strategy, through coordinating due diligence and leading negotiations with potential investors.
We bring an extensive network of relationships across multiple pools of capital, including private equity firms, family offices, crossover investors, insurance companies and strategic/corporate investment funds.
Areas of Expertise:
- Private Equity
- Growth Equity
- Crossover Equity
- Subordinated/Mezzanine Debt
- Senior Debt