Bosphorus Consulting Poster

Bosphorus Consulting’s IPO Advisory Services Pre-IPO No matter how many months or years into the future your IPO is scheduled, we can provide you with advice, training and support to help you prepare your business. To perform at the highest level, emerging companies need to build a robust governance structure early, in preparation for their IPO. Demonstrating a history of good practice is invaluable.

As part of our Pre-IPO service, we:

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Act as strategic counsel to the CEO, CFO, PR and marketing teams.

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Develop financial press and investor communications strategy reflecting key financial messages and milestones that are financially-oriented versus customeroriented (Investment Case Set Up).

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Monitor your peers and provide public company peer valuation analysis.

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Create policies and procedures for public communications (insider trading policies, window open/close policies, and employee training programs).

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Develop mechanisms for communicating with investors/analysts (website, investor kits, and collateral material distribution).

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Develop methods for communicating with institutional investors (appoint IR Manager).

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Create sell-side and buy-side outreach programs (part or IR training).

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Draft first year IR plan (annual report, quarterly reporting, conferences calls, presentations, analyst days).

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Develop you Investor Relations website.

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Provide presentation training (IPO presentation, Q&A sessions, and speakers training).

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Provide IR training sessions for employees and internal IR team.

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Prepare an analysis of pre-selected IPO investors.

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Develop your corporate storytelling (for financial press and others).

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Identify the parties to the IPO and their roles (selection & appointment).

Bosphorus Consulting Ltd

Bosphorus Consulting’s IPO Advisory Services During-IPO The success of your IPO is vital to maximizing the success of your business. For example, how do you ensure liquidity and fair value for your shares? We can combine our extensive knowledge of the international investment arena with your understanding of your business to make sure you get the best possible results.

Our during-IPO services include:

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An analysis of pre-IPO/roadshow investors.

Coordinating listing day events.

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Managing financial media relations.

Coordinating the roadshow.

Post-IPO An IPO is the beginning of a challenging phase for any business, and ongoing support is often needed for investor relations and reporting. However, many parties in the IPO process soon disappear once the IPO is complete. We offer ongoing specialist advice and services to support your business in the long term.

If we help take you through the IPO, then we will also help with the following:

As part of our Post-IPO services, we:

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Provide an investment case review.

Create a public company infrastructure and provide ongoing IR support (IR Department).

Periodically update messaging and key milestones.

Monitor peers and provide public company peer valuation analysis.

Organize quarterly analysts/investors announcements (webcasts presentation).

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Write and edit support documents (annual report, press releases, scripts, conference call Q&A, and Q&As for newsworthy issues and special events such as Annual or Extraordinary General Meeting, investor days, etc.).

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Provide assistance with analyst outreach, seeking out conferences and targeting appropriate invitations.

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Develop and manage special events including financial road shows, analyst days, and banking conferences (IR Calendar).

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Work with financial media to ensure message continuity and cohesiveness of IR and PR teams.

Bosphorus Consulting Ltd