IPO Program

Client's profile

A financial company has executed a number of debt placements (local notes and Eurobonds), and is willing to take a step further on its fundraising strategy through an IPO, with the aim of strengthening its capital structure and enhance its liquidity and indebtedness ratios.


For its capabilities, contact network and institutional outreach, the company decided to bring in IRStrat as a key advisor in this process, contracting the IPO Program solution, with the mandate of easing the placement process, shorten the execution time, and maximize the valuation and size of the placement (full greenshoe or exercise of the whole over-allotment option).



IRStrat performs a preliminary market study and assesses the client's issuance scope in the local and international equity market, to elaborate a detailed action plan for achieving an optimal placement. Likewise, IRStrat prepares a work agenda detailing the precise steps to complete the filling of the prospectus, as well as carry out the roadshow and book building

Our team, working with the senior management, begins to develop the company’s investment thesis, history and competitive advantage, as well as the communication style (qualitative and quantitative), and an optimal prospecting and communication strategy.