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Transaction Readiness and IPO Services

Disruptive events and transformative opportunities such as IPO, merger, acquisition, divestment, or capital raise, can redefine your business, presenting challenges and possibilities that need strategic expertise. At Deloitte, we empower businesses to navigate these pivotal moments with confidence, resilience, and a clear path to success. By aligning with your vision, we help you unlock growth, exceed stakeholder expectations, and thrive in an evolving business landscape.

At Deloitte, we understand that preparing your company for the transaction requires a tailored approach. Our Switzerland-based Transaction Assurance team has extensive experience supporting companies in public listings, M&A, divestitures, integrations, and financing across Swiss and US markets. We combine deep expertise in accounting, financial reporting, finance operations, controls, and regulatory compliance to meet your company's specific needs. We provide hands-on support, from identifying key actions to delivering practical results, ensuring a smooth and efficient transaction process with cost-effective solutions.

Keep your options open

The IPO market can be volatile, so companies often explore various exit or growth options while preparing for a public offering. This strategy keeps them flexible, allowing them to capitalize on either going public or being acquired. Key benefits include:

  • Increased attractiveness to investors: Preparing for an IPO, even if the company chooses a trade sale, signals readiness for public listing, boosting its value by demonstrating strong governance and financial discipline.
  • Enhanced operational readiness: IPO prep strengthens internal processes like financial reporting and compliance, making the company more appealing to buyers who see it as lower-risk and well-managed.
  • Efficient use of resources: Preparing for an IPO can improve operational efficiency and decision-making, benefiting both the sale process and the company’s value.

Ultimately, this approach ensures the company is prepared for either an IPO or trade sale, maximizing value, boosting investor confidence, and reducing risks in a dynamic market.
 

Our approach

Our Switzerland-based Transaction Assurance team has extensive experience supporting companies in public listings, M&A, divestitures, integrations, and financing across Swiss and US markets. We provide hands-on support, from identifying key actions to delivering practical results, ensuring a smooth and efficient transaction process with cost-effective solutions.

Are you transaction-ready? Aspects to consider

… and for IPOs specifically

IPO specific services

  • IPO readiness assessments
  • GAP analyses
  • Activity identification and prioritisation
  • Gap remediation and interdependency identification
  • Roadmap development
  • Project planning
  • Board charters and policies
  • Strategic option evaluation
  • Tax strategy and structure assistance
  • Business plan development
  • Discussions with investment bankers, legal counsel, external auditors and professional advisors
  • Pre-IPO workshops
  • CPE Sessions

 

  • Form S-1 preparation
  • Accounting policy development
  • Disclosure drafting
  • Finance process improvement
  • SOX readiness
  • Board preparedness
  • Internal Audit transformation
  • Tax operating model or outsourcing
    Investor relations
     
  • On-call accounting policy support
  • Investor relation and market value services
  • Accelerated external reporting
  • Sufficiency of resources monitoring
  • Implementation of new accounting standards
  • Tax compliance or provision services
     

Get your company's tailored readiness score

Curious about your IPO readiness? We have developed an easy and free tool, that provides you with useful insights and identifies potential areas for improvement. Our knowledgeable team can address IPO considerations relevant to your organisation in areas such as: Equity story, Diligence & Working Capital, Financial Reporting, Risk & Controls and more. With proper foresight and preparation, you can execute your IPO process on your terms when your organisation is fully prepared.

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Profiling a number of successful stories

We supported a large Swiss based company with their US public listing. Management leveraged our deep experience in dealing with the US Securities Exchange Commission (SEC) to proactively anticipate and address the SEC hot topics upfront and lead the drafting of the IPO registration statement. This freed up management`s time to focus on the day-to-day running of the business.

Provided comprehensive support during a SPAC merger, including the preparation and review of US GAAP-compliant financial statements and SEC filings. Delivered tailored guidance on finance effectiveness strategies to optimize financial processes

Management appreciated having a one-stop-shop advisor with the ability to lead them through the whole IPO process as well as ensuring the following key elements were underway: optimal project governance, carving out a significant business, performing the readiness assessment, GAAP conversion, preparing financial statements and effective support of their cultural change as a public company.

We supported one of the largest industrial companies in Switzerland in the preparation of carve-out financial information. In addition to this we supported the implementation of a new finance target operating model including improved internal control systems and corporate governance, as well as strengthened tax and treasury structures.