IPO Handbook: Considerations for Business Owners and Executives Taking Their Company Public

Joshua Ford Bonnie, Simpson Thacher & Bartlett LLP
Doug Chu, PwC
William R. Golden III, Simpson Thacher & Bartlett LLP
Meredith Strong, PwC

Going public can open the door to new opportunities and grant access to capital that can change the trajectory of companies of all sizes. However, the IPO process is not without pitfalls, including limitations brought on by timing and technology.

Driving Fundraising Readiness – A Practical Guide by Experienced Investors

Raising a round can be daunting. How do you stand out in the crowd? What are the essential elements to get your financial model right? How should you choose your investors to support your business’ next phase of growth?

DFIN's IPO & Public Listing Report - Q3 2023 Edition

"The largest tech offering in years, ARM Holdings, raised ~$4.9 billion, making Q3 the busiest quarter by proceeds this year. Unicorns moved through the IPO pipeline, with Instacart and Klaviyo making their public debuts. All eyes are on inflation, market volatility, and the government shutdown and the impact it may have on exchange bells ringing in Q4." Craig Clay, President, DFIN

New DFIN Paper Illuminates the Road to a Public Offering

When I talk to executives who are considering an IPO, I can often identify the ones who haven’t been through a public offering before.

The first timers tend to underestimate the sheer number of critical and time-consuming tasks that need to be completed to ensure a successful launch.

DFIN's IPO & Public Listing Report - 2Q 2023

Explore the latest IPO & Public Listing Report

"After a very tough start to Q2, the quarter closed with some early fireworks. Cava, Fidelis Insurance, Savers Village, Vesta Real Estate and Kodiak Gas raised a combined total of $1.7 billion during the last 2 weeks of the quarter. As the IPO window slowly opens, a robust pipeline should bring a much-needed breeze to the hot summer months." Craig Clay, President, DFIN

The initial public offering (IPO) market looks a lot different now than it did just two or three years ago. Join client PMV Pharmaceuticals, Oracle NetSuite & DFIN to hear how to prepare for the market return and what companies should invest in to prepare for their next stage in the IPO process. We will discuss aligning your ERP and financial reporting roadmaps plus more strategic considerations to drive success throughout your IPO Process.

At the 2023 IPO Summit, Meaghan Miller, Vice President, Global Capital Markets at Donnelley Financial Solutions (DFIN), appeared with host Judy Shaw on the NYSE Floor Talk show to discuss how DFIN can help companies preparing to go public. Emphasizing good governance and the importance of financial reporting, Meaghan explained how products like Venue and ActiveDisclosure are essential to a successful public offering.

Listing in America. Why More European Companies May List in the U.S.

Could Europe’s loss be America’s gain? Big name companies across the pond have raised eyebrows by choosing New York-based stock exchanges rather than European counterparts.

In this video, Craig Clay, President of Global Capital Markets, DFIN, discusses how the Force Management Command Center allowed the company to be initially all virtual and then hybrid, while delivering engaging content in one location, providing the sales team with necessary resources.

In this video, Craig Clay, President of Global Capital Markets, DFIN, highlights DFIN’s five-year transformation journey from RR Donnelley’s legacy of print to the company’s strategic focus on software.

Amidst economic uncertainty, civil unrest, the pandemic, and more, DFIN has been able to create sales success in software utilizing Force Management through the following avenues:

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