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Capital Markets Services

Paving the way from first filing through post-IPO compliance

The journey to and through public markets is more than clearing a few regulatory hurdles. It requires dedicated resources, specialized expertise, and new reporting and operational processes. Whether you’re preparing for an IPO or already managing the demands of public company operations, having an expert at your side offers a competitive advantage in the public market.

As your advisor, we’ll keep you prepared for every challenge and opportunity that comes with being a public company. Our capital markets services team provides full-scope technical, organizational, and compliance support before, during, and after an IPO. We bring diverse experience across client profiles — upper-middle-market private companies planning to go public, established public companies, and private equity groups preparing for an exit — with revenue ranging from $250 million to $3 billion. Backed by subject matter experts in assurance, tax, consulting, and IT, we understand the intricacies of SEC, PCAOB, FASB, and SOX requirements.

Public companies count on us for accelerated reporting and compliance that builds investor confidence — and we’re ready to do the same for you.

Public markets move fast. We’ll help you keep pace with strategies that strengthen and sustain your position.

IPO readiness assessment

Assess people, processes, and technology, and identify gaps and opportunities.

Process improvements

Strengthen internal controls, upgrade reporting systems, and document technical positions.

Financial & regulatory preparation

Prepare financials, build reporting packages, and train teams for compliance.

Post-IPO support

Stay ahead of compliance requirements, documentation, and audit readiness after going public.

Responsive, collaborative support for your capital markets transformation

When you work with us, you gain more than technical expertise. You’ll have a dedicated team invested in your success through every milestone of the public markets journey. Our approach is hands-on and responsive: We listen closely, communicate clearly, and customize our guidance to your goals, timelines, industry, and regulatory environment. Through transparency and proactive support, we make complex challenges manageable.

Meet Our Team