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IPO Services

Deloitte’s IPO services are designed to help you navigate the entire initial public offering (IPO) process. This applies whether you want to list through a traditional IPO or through a special purpose acquisition company (SPAC) and regardless of the country you want to list in. Based in Switzerland, our team of experienced leaders has helped many companies, small and large, successfully list.
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How can we help?

When it comes to going public, we understand that there is no one-size-fits all strategy. That is why we tailor our approach to suit your company`s specific and individual needs, through all the key stages of the IPO process- before, during and after the IPO. Calling upon their combined experience, our team ensures that companies are fully prepared for the process and avoid common pitfalls and obstacles, making for a timely IPO process and smooth transition to becoming a listed company.

Profiling a number of successful stories

1. US listing of a Swiss-based group

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2. SIX listing of a Swiss-based company

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3. Financial carve-out of a global group

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IPO stages and key milestones to consider

Planning for the IPO

 

  1. Advising on the optimal transaction structure
  2. Restructuring services (e.g. carve out, combining financial statements)
  3. Assessing IPO readiness
  4. Developing an IPO checklist
  5. Holding pre-IPO workshops
  6. Helping to develop and document accounting policies and technical support
  7. Facilitating with CH, US and other exchange listings
  8. Assisting with GAAP conversions

 

Common questions from the market

 

  1. Do you want to understand more about a public listing through a SPAC versus traditional IPO?
  2. Will the significant interest in SPAC listings continue and what makes a SPAC deal attractive?
  3. Are you familiar with the key requirements for a CH, US or other listing?
  4. Do you understand how your registrant status (e.g. FPI, EGC, etc.) affects your US listing?
Executing the IPO

 

  1. Providing technical accounting, tax, and audit support
  2. Helping to prepare the registration statement
  3. Drafting disclosures
  4. Helping to prepare form S-1
  5. PMO services
  6. Enhancing control frameworks for COSO or SOX compliance
  7. IT implementation and cyber security assessment

 

Common questions from the market

 

  1. How long will the implementation take?
  2. What are the common risks to mitigate when executing the listing process?
  3. What are the key areas of focus when executing a public listing in CH, US or other countries?
  4. What management resources will be required to execute your public listing?
Post-IPO

 

  1. Assisting with external reporting
  2. Providing on-call accounting services
  3. Providing insight into the implications of a new accounting standard
  4. Monitoring sufficiency of resources and deploying resources as needed
  5. Providing continued SOX support
  6. Training and change management

 

Common questions from the market

 

  1. What is an appropriate organisational structure as a public company?
  2. What are the ongoing financial reporting, controls and corporate governance requirements as a public company?
  3. What are the common ongoing training and development needs for management and staff?
  4. What makes a successful public company culture?

Watch our IPO video series

     

    Resources for you

     

    1. A roadmap to Initial Public Offerings

      Preparing for an IPO can be a complex process. This detailed roadmap addresses all the key requirements that a company needs to consider for a successful process from financial reporting, to IPO accounting and auditing considerations.

    2. Strategies for going public (5th edition)

      In the fifth edition of this report, we explore recent trends, regulations and market shifts that can impact the IPO process, and outline strategies to help your organisation prepare for going public.

    3. Swiss Equity Capital Markets Report

    This report provides an overview of the Swiss based CFOs’ financial outlook impacting Swiss equity  markets, shares key insights for IPO candidates from the Head Primary Market  of the SIX Swiss Exchange and explores current IPO Readiness hot topics.

    Our thinking

    Deloitte IPO Scanner

    Ever wondered how ready you are to perform an IPO? We developed an easy and free scan to gain great insights. Foresight and preparation allows you to execute your IPO process on your terms when your organization is ready. Regardless of market conditions, many companies start between 18 and 36 months before the anticipated IPO date, with an average time being 24 months in advance. Therefore, timing is everything.
    Product

    SOX and internal control over financial reporting services

    SOX programme needs addressed with people, processes, and technology.
    Service1

    Achieving greater returns for private equity in carve-out transactions

    Several industries and sectors appear to be on the verge of transformative change—with digital, artificial intelligence, alternative fuels and changes in consumption patterns being a few of the key contributing factors.
    Perspective
    5 minute read

    Swiss GAAP FER

    For companies whose business and investors are mainly within Switzerland, Swiss GAAP FER is an alternative to IFRS and the Swiss Code of Obligations, and is a way of promoting transparency by accounting in line with stakeholder needs and thereby creating trust in financial reporting.
    Service1
    Explore our thinking

    Get in touch

    Patrick Shelley

    Partner
    +41 58 279 6082

    Andreas Bodenmann

    Partner
    +41 58 279 9788

    Karina Chavez

    Partner
    +41 58 279 6893

    Liam Baynes

    Partner
    +41 58 279 6121