During the year (or more) before your company goes public, you’ll be in a constant state of activity, from building relationships with investors, bankers, and sell-side analysts, to engaging in test-the-waters meetings. However, once your S-1 flips public, the U.S. Securities and Exchange Commission (SEC) requires that you wait 15 days before your road show begins. That doesn’t mean you should sit back and relax, though. Use this checklist to maintain your company’s momentum and progress during this time.
Tom McDonald is a Partner/Managing Director and Head of Business Development. He is responsible for marketing the firm’s capabilities to potential new clients as well as the institutional investment community.
Investor days — whether virtual on in-person — should play a key role in your investor relations strategy. Use our new eBook, How to Host a Successful Investor Day, to plan and coordinate your next event.
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