In the offering period the underwriter runs the distribution. The company still has a great deal to do: the equity story has to be coherent, management has to be ready to present it, and the board has to make commercial judgements about size, structure and price.

We help management prepare the presentation materials and rehearse them, assemble the supporting analysis behind the story, and frame the commercial trade-offs for the board as the offering develops.

What we deliver

  • Equity story developed with management and tested for coherence
  • Presentation materials prepared and rehearsed
  • Supporting analysis behind the business case
  • Commercial framing of size, structure and pricing decisions for the board
  • Coordination with the underwriter through the offering period
Scope of this service. Marketing, distribution, underwriting and pricing of the offering are carried out by the licensed underwriter or placement agent engaged by the company.