Technology • Successful Listing Mid-June 2025
IPO Readiness and Listing Support for a Technology Company
Overview
Oakfyn supported a technology company in preparing for and completing an equity listing on a regulated stock exchange, enabling the client to raise additional capital and access public markets. We acted as an embedded PMO, led regulatory and issuance coordination, supported initial offering price negotiations, and assisted management during the investor roadshow.
Challenge
The client was 'audit-ready' but not yet 'IPO-ready.' Key challenges included no structured outreach or alignment with authorities and issuance departments, need to validate readiness across governance and compliance workstreams, identification and management of taxable events potentially triggered by pre-IPO steps, and an existing ESOP program requiring adjustment for a public-company context.
Solution
Oakfyn served as a central execution partner, acting as a PMO-led CFO Office for IPO readiness and delivery. We ran a structured IPO readiness review, built and managed the IPO masterplan, initiated discussions with relevant authorities, supported offering preparation and pricing negotiations, and ensured materials supported investor acquisition objectives. We delivered a comprehensive 120-page IPO Readiness Review Report including gap assessment and action plan.
Results
Services
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