Objective

• To prepare management of a gene therapy company for its initial public offering and develop communications materials surrounding IPO

Program

• Evaluated investment bank pitch books and provided feedback to management regarding each firm’s capabilities
• Created the draft outline for the business section of the S-1 document
• Prepared detailed Q&A document of potential analyst questions
• Worked with investment banks on the road show deck to ensure the message was clear, concise and consistent
• Assisted management in the smooth transition of a co-manager one month before IPO roadshow
• Facilitated development of IR section of company website
• Managed third party vendor relationships:
  • IPO presentation design and content
  • IR Website
• Conducted Speaker Training
• Managed NASDAQ IPO Ceremony

 Results

• Successful IPO in which company raised $52 million
• Shares increased 23% in first day of trading and by more than 65% one year post-IPO