IPO Preparation

Tranched Preferred Stock

This article covers accounting for tranched preferred stock, why companies benefit from financing this way, and why investors benefit as well.
IPO Preparation

Why Diverse Teams Make IPOs Better: An Overview

Being Public and Reporting

Quarterly Reporting

Quarterly reporting is critical for public companies. Learn the requirements and best practices for efficient quarterly reporting in your S-1 and 10Q.
Being Public and Reporting

The Negative Abnormal Performance of IPO Stocks

Some IPO stock prices have been shown to have negative abnormal performance. This article summarizes the research that has been done to explain this.
IPO Preparation

IPO Dividend Policies

The SEC requires companies to state their dividend policy in their registration statement. This article describes the dividend strategies that most registering companies follow.
Being Public and Reporting

Restatement Effect and Prevention

This article gives an overview of financial restatements, including types of restatements, public reactions, and methods to prevent them.
Considering an IPO

Reverse Mergers

Reverse mergers are a way to go public without going through an IPO. If you’re unfamiliar with reverse merger, SPACs, or seasoning requirements, this is the article for you.
Considering an IPO

Regulation A+ Mini-IPO

Learn about Reg A+ offerings (mini-IPOs) and what to expect if your company is considering this alternative form of equity financing.
Startup and Private

Private Equity

Private equity can be confusing, but it doesn’t have to be. Learn the basics of the private equity industry in this article.
Startup and Private

Pre-IPO Dividends

Before going public, some companies offer pre-IPO dividends to their shareholders. This article explains when and why companies use this strategy.
Startup and Private

Pre-IPO Acquisitions

Looking to acquire as you prepare to go public? This article discusses the pros and cons of pre-IPO acquisitions.
Other

Post-IPO Payout Initiation – Dividends & Share Repurchases

Many companies don’t state that they will offer dividends in their initial public offering, but do soon after. This article describes why and when companies engage in a payout initiation post-IPO.
IPO Preparation

Non-GAAP Financial Measures

Learn the SEC’s reporting guidelines and regulations surrounding Non-GAAP financial measures in your S-1 and other filings.
Startup and Private

Mezzanine Loans

Mezzanine lending is a hybrid loan option for companies that need an influx of cash but in which the owners want to retain control.
Startup and Private

M&A: Buy Side vs. Sell Side

Before engaging in a merger or acquisition, be sure to learn about the services and incentives of advisors on each side of the deal.
Considering an IPO

The JOBS Act

As you prepare to go public, your company may qualify for special treatment under the JOBS Act. Here's an explanation on the parts of the Act matter to you.
Other

Investor Relations Team - An Overview

Investor Relations teams are an important part of going public. Read here about how, when, and more about creating a successful team.
Considering an IPO

Investment Banks and IPOs: Selecting a Bookrunner

Investment Banks perform some of the most important work in an IPO. Find out what these banks do and how to select the right one for your IPO.
Startup and Private

Liquidation Preferences

Learn about the mechanics of liquidation preference calculations and how these provisions can influence the amount that shareholders receive during an exit.
Startup and Private

Overview of Startup Financing

Gain a broader perspective about startup financing and find out how startups raise capital to fund their growth.
Considering an IPO

SPAC: Lessons Learned

A special purpose acquisition company (SPAC) is a company designed to raise capital through an initial public offering (IPO) for the purpose of funding the merger or acquisition of target companies within a specified timeframe.
Startup and Private

Startup Debt Covenants

Negotiating debt covenants is often part of getting a bank loan. This article describes different types of debt covenants and their impacts on your business.