Our senior team has collectively advised on over $25 billion in transactions across a wide range of geographies. The service we can provide to our clients is predicated on a deep understanding of issuance dynamics – from structural considerations to syndicate building to execution.

Rose & Company can assist a prospective issuer throughout all phases of an offering cycle from evaluating structure and exchange to execution. We offer various services to help companies prepare for offerings, including:

• Advising on listing options and security structure;
• Developing key investment themes and messages;
• Refining corporate presentations;
• Providing introductions to investment bankers and research analysts;
• Evaluating and recommending syndicate structure;
• Advising on allocation structure; Proving independent advice throughout the press; and
• Preparing an outreach and communications strategy following the transaction.

Before a company files its registration statement and enters a “quiet period,” there is an opportunity to establish its brand in the market.

For a company that does not have a well-established presence in the market, there is a significant benefit to developing a baseline of communications to create a precedent for normal course of business communications that can continue through the various stages of an offering. These actions can help to build awareness ahead of a potential initial public offering.

Rose & Company is intimately familiar with the regulatory framework around securities offerings and can help create a communications plan to be executed prior to the offering. We also can create a strong foundation for ongoing financial communications after the offering, including investor website development, implementing earnings best practices and launching a social media presence.