The success of the IPO and the company’s post-IPO performance are determined by the company’s competence in the following aspects: corporate governance, ownership structure, strategic planning, internal controls and corporate communications.
Our approach involves the dedicated allocation to the client of a multidisciplinary team proficient in the respective aspects, which is coordinated by a project-management structure.
Capital market service modules
- How to prepare a company for an IPO in Brazil (Bovespa Mais and Novo Mercado)
- Pre-IPO Assessment
- Adapting to the needs of a publicly held company
- Refining the business plan
- Indicative valuation of the company
- Project management (PMO) for coordinating the entire IPO process
Pre-IPO Assessment: the company’s targets and controlling shareholders are defined from the very beginning. Cypress evaluates the company’s preparedness for going public, identifying the critical paths to a successful IPO.
Adapting to the needs of a publicly held company: Cypress coordinates the main adjustments for the transformation into a publicly held company, especially in the areas of corporate governance, ownership structure, strategic planning, internal controls and corporate communications.
Refining the business plan: a well prepared business plan is critical for drafting the offering memorandum and gaining investor confidence. Cypress heads up this process in order to better present the company’s investment case to the market.
Indicative valuation of the company: in this phase we conduct a financial valuation, taking into account the conditions of both the company and the market. The objective is to guide shareholders on the economic value of their assets ahead of the IPO.
Project management (PMO) for coordinating the entire IPO process: Cypress coordinates all agents involved (auditing firms, banks, lawyers, company’s team) and the post-IPO event calendar. The process require meticulous and discrete management with no bumps in the process.