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Initial Public Offerings, SPACs, and Spin Offs
Whether preparing for an IPO, SPAC transaction, or spin off, our multidisciplinary team combines investor relations, financial communications, media relations, employee engagement, digital strategy, and executive preparedness to help companies navigate one of the most consequential milestones in their lifecycle. From early planning through Listing Day, first earnings, and beyond, we help companies build credibility, engage stakeholders, and establish the foundation for long-term success as a public company.
Our Capabilities Across All Transaction Stages
Preparation / Pre-Quiet Period
- Build corporate & investment narrative
- Educate financial media and build relationships with key influencers
- Enhance company-owned materials to include investor-friendly content
- Pursue speaking opportunities at industry & investor conferences and events
- Increase executive visibility
- Engage investor audiences
Pre S-1 Filing
- Engage bankers and lawyers
- Select a stock exchange
- Develop S-1 narrative, investment thesis, and infographic content
- Benchmark peers’ IR content, messaging, and KPIs
- Train senior leadership team on RegFD “Dos and Don’ts”
Post S-1 Filing
- Host Analyst Day
- Build investor roadshow presentation, talking points, and Q&A document
- Create roadshow video
- Hold executive speaker and media training sessions
- Assist with consensus modeling
- Stand up public company IR program, including IR website development
Listing Day
- Execute a bell ringing at the selected stock exchange
- Host a media roadshow with financial and industry outlets
- Leverage social media to share news across all channels
- Bring employees on the journey and share in launch day celebration
- Disseminate other external stakeholder communications
Post-Listing and Beyond
- Support quarterly earnings materials development and preparation
- Update and maintain IR website
- Determine financial guidance disclosure
- Engage with research analysts and investors, including non-deal roadshow and conference support
- Gather market perception feedback
- Consider Investor Day
Trusted Counsel When It Matters Most
Speak to One of Our Financial Services Communications Advisors
Contact Us
Have a question or interested in learning more about Edelman Smithfield? Please reach out to us for more information.