Entering the capital market presents companies with a number of complex tasks - from strategic decisions to detailed reporting and governance requirements. Whether an IPO, dual-track strategy or bond issue: companies are faced with the challenge of aligning their structures, processes and communication for the capital market - often under high time and expectation pressure.
How do you take the step to capital market maturity?
Achieving capital market readiness means more than just fulfilling regulatory requirements. It is about clearly defining your own positioning on the capital market, analysing internal structures and IT systems, optimising reporting processes, penetrating tax and legal issues, credibly integrating ESG aspects and establishing a governance set-up that creates trust among investors and meets regulatory requirements.
What complexities need to be taken into account?
Companies are often faced with the challenge of keeping an eye on all relevant topics at the same time:
- What measures are required to emphasise a company's market position compared to its peer group and at the same time establish capital market-compatible IR and reporting structures?
- How can precise, consistent and capital market-compliant financial reporting (especially IFRS & US GAAP) be ensured?
- How can internal financial processes, IT structures and the Target Operating Model (TOM) be aligned to support efficiency, scalability and compliance?
- Does corporate governance meet the requirements of listed companies?
- How can ESG strategy and reporting be credibly anchored?
- How can the management team be optimally prepared for capital market communication?
How can fields of action be identified and prioritised at an early stage?
A structured, realistic look at the status quo is the first step. Our "Capital Markets Readiness Assessment" helps companies to systematically analyse where they currently stand, what the market demands and what gaps need to be closed. This results in a clear, realisable action plan - tailored to IPOs, dual-track strategies or bond issues.
What is needed for successful implementation in practice?
Companies benefit from interdisciplinary support when it comes to efficiently implementing the multitude of technical, regulatory and organisational requirements. This does not require a standard solution, but customised support: project-oriented, integrated and tailored to the respective situation.
Our team supports you in these matters and brings together perspectives and answers from a wide range of areas: Capital Markets, Accounting & IT, Corporate Governance, Tax, Legal, ESG & Sustainability Reporting, HR and Project Management. In addition, we work in partnership with commercial and investment banks, private equity companies, institutional investors and legal advisors to create optimal solutions for your company. This is the only way to create a sound basis for a successful capital market transaction.
