LSX IPO Workshop


IPO Workshop

Wednesday, June 22 9:15am - 10:45am

Agenda | Hosts

LSX’s IPO Workshop offers executives the chance to exchange ideas with and seek advice from experts in an interactive group setting. They are an opportunity to unpack key processes, procedures and KSFs to a successful US listing. Capped at 20 participants, the forums operate under strict Chatham House Rule.


Agenda

There’s nothing that comes close to hearing the honest advice and experience of peers treading the same path as you. LSX’s CEO Forums offer executives the chance to exchange ideas with and seek advice from peers in a private group setting. They are an opportunity to share learnings, best practice and some great thinking, as well as meeting other influential people to support your business journey. Capped at 20 participants, the forums operate under strict Chatham House Rule.


9:15am Introductory talk and welcome by Mintz

For companies, founders, and entrepreneurs considering entrance into the public markets, this session will focus on the “3 Ps” of going public – preparation, path, and post-transaction; and the different ways to go public in challenging markets. Are you and your board prepared? What path is most appropriate for you: traditional or an alternative ‘going public avenue. How can you best prepare for success post-transaction?

William Hicks, Co-chair Securities & Capital Markets Group, Mintz

William Hicks, Co-Chair, Securities & Capital Markets Practice, Mintz


9:35am Preparing to be Public, An Organization-Wide Process

Going public is a transformative event for an organization that is complex, requires significant attention for executive management, involves the entire organization and carries high execution risk. Whether you go public via a direct listing IPO, a SPAC, or other reverse merger, the level of effort and the cost of preparation should not be underestimated. Beginning preparation early enables an organization to better manage both.

Your key takeaways:

  • Considerations to prepare your organization for going public
  • How to assess overall readiness
  • How to identify organizational gaps to address

Christopher Martin, Principal, RSM

Christopher Martin, Principal, RSM



09:55am Investment bank perspective

KC Stone, Head of Healthcare, BTIG

KC Stone, Head of Healthcare, BTIG


10:10am Client case study - TBC


10:20am Interactive discussion


10:40am Wrap up by workshop leader


10:45am Workshop finishes



Hosts:

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