IPO Readiness

• Assessment of IPO general readiness (e.g., ownership structure, corporate governance, board composition, etc.)
• Value creation and full potential plan development and support
• Assessment of IPO legal readiness (e.g., management responsibility, internal risk and compliance management, employment contracts, etc.)
• Assessment of IPO accounting readiness (e.g., internal controls, accounting standard, financial statements, accounting systems and processes, etc.)
• Assessment of IPO feasibility (e.g., business model, sector, competitors, maturity, equity story, etc.)
• Development of roadmap to close potential gaps
• Market valuation and evaluation of expected public market valuation
• Refinement of “equity story”

Fast-growing SMEs, mature SMEs, large Corporations

All

Leveraging connections of strong individuals, partnering to build valuable businesses. We work towards sustainable success based on tenacity and operational excellence. https://www.blrpartners.com/en

• Long standing experienced partners and advisors
• Tailor-made value creation and full potential plan development and support
• Comprehensive services
• Multiple personal IPO experience
• Extensive network

• IPO SoftwareONE AG

• Hans Grüter,
  grueter@blrpartners.com, +41 79 644 3063

• Assessment of IPO general readiness (e.g., ownership structure, corporate governance, board composition, etc.)
• Assessment of IPO legal readiness (e.g., management responsibility, internal risk and compliance management, employment contracts, etc.)
• Assessment of IPO accounting readiness (e.g., internal controls, accounting standard, financial statements, accounting systems and processes, etc.)
• Assessment of IPO feasibility (e.g., business model, sector, competitors, maturity, equity story, etc.)
• Development of roadmap to close potential gaps
• Market valuation and evaluation of expected public market valuation
• Refinement of “equity story”

EY offers all of the above services with a dedicated capital markets team. You can find more information on IPO readiness assessment.

EY’s IPO High-Level Diagnostic workshop or its IPO Readiness Assessment covers all areas specific to the IPO case: strategy, structures, taxes, financials, internal systems, functions, leadership and the planned timeline.  During the IPO High-Level Diagnostic workshop or IPO Readiness Assessment, the target state of your Company is compared with the current state to reveal any gaps. EY analyzes these in greater detail in individual follow-up workshops and clarify the time, content and resources required to close them. The result report, as the main deliverable, defines the strategy that lays the foundation for the development of  the required work streams and a road map.

EY can support you in closing the identified gaps of the Company and achieving IPO readiness. These services may include

• GAAP Conversions,
• Support in Formalizing Internal Control System (ICS),
• Develop Alternative Performance Measures (APM),
• Support to set up or improve the Financial Statement Close Process and Reporting,
• Preparation of Compensation Report,
• Support with Tax Compliance and Tax Structuring,
• Etc.

EY also discusses strategic funding considerations and develops an initial target structure and IPO base case in line with your objectives.

Fast-growing SMEs, mature SMEs, large Corporations

All

EY provides consulting, assurance, tax and transaction services that help solve the client's challenges and build a better working world for all. www.ey.com

EY is the number one organization by audit share for helping high growth companies to list publicly. With its IPO experience, EY knows what it takes to be ready for an IPO. EY's IPO readiness service is the first step in what EY describes as the “IPO value journey” and is designed to guide your company through a successful transformation from private to public status. Achieving readiness will ensure a strong debut in the capital markets. Getting IPO readiness right means implementing change throughout the business, organization and the corporate culture.

EY works hand in hand with you to identify and discuss any gaps that need to be addressed on your IPO value journey. 

• EY supported as advisor with the preparation of carve-out financials, IPO preparation, tax and valuation work for the spinoff IPO of an international corporation headquartered in Switzerland.
• After a successful IPO readiness assessment, EY acted as reporting accountant for an IPO at the SIX Swiss exchange to a global software and cloud technology solution provider listed, headquartered in Switzerland.
• EY acted as an accounting and tax advisor in listing through a reverse merger on the SIX Swiss exchange to a multinational biotech company.
• EY acted as a reporting accountant in an IPO at the SIX to a multinational e-commerce pharmacy and medical wholesaler.
• EY acted as a reporting accountant in a cross-border IPO to a multinational IT and business service provider.

• Tobias Meyer, Partner, Head Transaction Accounting & IPO Advisory within Financial Accounting Advisory Services,
  tobias.meyer@ch.ey.com, +41 58 289 36 94
• Marc Ledermann, Manager, Transaction Accounting & IPO Advisory within Financial Accounting Advisory Services,
  marc.ledermann@ch.ey.com, +41 58 289 46 65

Work with a trusted small team of senior advisors for a successful IPO readiness.

• Assessment of IPO general readiness (e.g., mindset and awareness of consequences of IPO, ownership structure, corporate governance, board composition, etc.)
• Assessment of IPO legal readiness (e.g., management responsibility, internal risk and compliance management, employment contracts, etc.)
• Assessment of IPO feasibility (e.g., business model, sector, competitors, maturity, equity story, etc.)
• Development of roadmap to close potential gaps in order to optimize transaction security
• Market valuation based on value drivers and assessment of expected public market valuation
• Refinement of “equity story” and positioning (based on the investor’s perspective on the business model)

IFBC provides its services in-house with a dedicated transactions and capital markets team (IPO legal readiness is established together with leading legal counsels, and investor pre-sounding is executed in collaboration with leading investment banks).

As a leading independent Swiss corporate finance and M&A advisor IFBC supports its clients in the context of private and public M&A, debt advisory as well as related corporate finance matters. Furthermore, IFBC advises companies in the areas of performance and financial risk management as well as specific accounting topics. Based on this expertise and its long-standing experience, IFBC provides independent and comprehensive advice for a successful IPO readiness.

Fast-growing SMEs, mature SMEs, large corporations

Financial Services, Energy, Industry, Business Services, Life Sciences & Healthcare, TMT, Real Estate, Construction

IFBC is a leading independent corporate finance and M&A advisor in Switzerland. IFBC has a long-standing experience in realizing capital market transactions. Clients from IFBC benefit from high senior involvement securing best-in-class project execution.

In addition, IFBC supports companies in various industries in the areas of performance and financial risk management as well as IFRS advisory.
www.ifbc.ch

IFBC is a leading independent Swiss corporate finance and M&A advisor, specialized in corporate transactions working with large corporates, SMEs and financial investors.

• Founded in 1997
• Around 20 highly qualified employees with more than 150 years of combined professional experience in corporate finance and financial management
• Regular involvement in national and international transactions across different industries
• Member of Globalscope international M&A network
• Recognized fairness opinion provider by the Swiss Takeover Board

Key people:

• Dr. Thomas Vettiger, Member of the Swiss Takeover Board, Chairman of the Board of Directors of the Investis Group, Member of the Board of Directors of Globalscope
• Prof. em. Dr. Rudolf Volkart, former professor of business administration and director of the Swiss Banking Institute at the University of Zurich
• Heinz Karrer, former CEO Axpo Group, former president of economiesuisse, member of different BoD

• Vifor Pharma, public tender offer to its shareholders by CSL, CHF 10.9b (December 2021), Advisor to Vifor Pharma
• Talenthouse, IPO by way of a contribution in kind, undisclosed, (May 2021), Independent valuation advisor to Talenthouse
• BLS, Issuance of two listed debut bonds, CHF 200m (November 2018), Advisor to BLS
• SwissSign Group, sale to Post, undisclosed (October 2021) Advisor to shareholders of SwissSign Group
• Netcetera, establishing of Giesecke+Devrient as a new anchor shareholder, undisclosed (September 2020), advisor to Netcetera

• Dr. Thomas Vettiger, Co-Founder and Managing Partner,
  info@ifbc.ch, +41 43 255 14 55

• Assessment of IPO general readiness (e.g., ownership structure, corporate governance, board composition, etc.)
• Assessment of IPO legal readiness (e.g., management responsibility, internal risk and compliance management, employment contracts, etc.)
•  Assessment of IPO accounting readiness (e.g., internal controls, accounting standard, financial statements, accounting systems and processes, etc.)
• Assessment of IPO feasibility (e.g., business model, sector, competitors, maturity, equity story, etc.)
• Assessment of IT & Cyber Security Readiness
• Assessment of ESG Readiness  
• Development of roadmap to close potential gaps
• Market valuation and evaluation of expected public market valuation
• Refinement of “equity story”
• Compliance framework for ongoing listing requirements

All these services are offered in-house.

Find more info on capital markets here. For information around IPO's, click here. 

Fast-growing SMEs, mature SMEs, large Corporations

All

• With 14 offices in Switzerland and one in Liechtenstein PwC Switzerland is part of PwC’s global network
• Over 30 local Swiss capital market experts with extensive listing experience & expertise across industries
• Dedicated Sparks experts across assurance, tax & advisory services
• Large practice focusing on SMEs & family business needs in Switzerland
• Track record of successfully completing numerous Swiss IPOs
• Team of over 3500 professionals deployed in over 30 key global capital markets for your global access 

PwC has vast experience of working on a wide range of IPOs and can help you to evaluate the critical issues related to planning your IPO. PwC understands the challenges your business will face and its specialist industry knowledge puts PwC in a unique position to advise you on your transformational event. With its in-depth knowledge of the execution process and the rules and regulations governing IPOs, PwC can help you successfully pre-assess and navigate every phase of the complex IPO process.

• Full credentials upon request, various on-going projects.

• Marc Huber, Partner, Deals & IPO Advisory, marc.huber@pwc.ch, +41 79 287 74 88
• Marc Lehmann, Director,
  Operational Excellence & Sustainability, 
  marc.lehmann@pwc.ch, +41 79 985 69 93
• Christophe Bourgoin, Partner, Investor Reporting, Capital Markets and Accounting Advisory Services (CMAAS), christophe.d.bourgoin@pwc.ch, +41 79 800 4641
• Michael Eiber, Partner, Investor Reporting, Capital Markets and Accounting Advisory Services (CMAAS), michael.eiber@pwc.ch, +41 79 257 1783
• Benjamin Fehr, Partner, Legal Services, benjamin.fehr@pwc.ch, +41 79 580 15 62