IPO & Funding

Guiding Canadian Companies Through Successful IPOs, Private Placements, and Secondary Offerings

Accessing capital is crucial for growth. We provide expert advisory services for IPOs, private placements, and secondary offerings, helping you navigate the capital markets, attract investors, and achieve your funding goals. Launch with confidence.

IPO & Funding

Capital Access

Raising capital through an IPO, private placement, or secondary offering can be complex. We provide expert guidance and support throughout the process, helping you navigate the capital markets, attract investors, and achieve your funding goals. Fuel your growth.

Expertise

IPO Advisory
Private Placements
Secondary Offerings
Prospectus Preparation
Underwriting
Equity Dilution
Listing Requirements

Why Choose InterGest Canada for Your IPO & Funding Needs?

IPO Advisory
Private Placements
Equity Offering
Listing Compliance
Growth Planning
Regulatory Expertise

Navigating Complex Regulations: Expert Guidance for a Successful IPO

A successful IPO requires navigating a complex web of regulations. We possess in-depth knowledge of Canadian securities laws, listing requirements for the TSX and CSE, and the requirements for prospectus preparation as outlined on SEDAR. Our expertise ensures a smooth and compliant IPO process, minimizing delays and maximizing your chances of success.

Market Insight

Strategic Market Positioning: Attracting Investors to Your IPO

We provide strategic market positioning for your company by analyzing comparable companies, market trends and investor sentiment to set a competitive share price. We will assist in determining your ideal investor relations plan, including a plan to highlight your growth strategy. Our research leverages market data and benchmarks, enabling us to position your IPO effectively to attract your target investors, adhering to best practices for prospectus marketing and investor communications.

Targeted Investors

Targeted Investor Outreach: Connecting You with the Right Capital Sources

We specialize in targeted investor outreach, leveraging our extensive network of accredited investors, venture capital firms, and private equity groups who align with our clients’ specific funding needs. We provide expert guidance on preparing the necessary offering documents, ensuring compliance with National Instrument 45-106, and navigating the requirements for prospectus exemptions. Our approach is designed to efficiently connect you with the capital sources best suited to your private company’s funding goals.

Flexible Structures

Custom Tailored Structures: That help your business succeed.

We understand that each business requires a tailored funding approach. Our expertise in structuring private placements encompasses a range of options, including convertible securities, debt instruments, and various equity structures. We work with you to create a plan that maximizes your return, aligns with your business objectives, and adheres to regulatory guidelines. We provide guidance on all structuring, drafting, and negotiation processes for private offerings.

Market Research

The Market Research Needed to Succeed.

Success in equity offerings depends on robust market research and a clear understanding of investor demand. We offer in-depth market analysis, identifying key trends, assessing competitive landscapes, and providing forecasts based on current economic indicators. Our research assists in developing a pricing strategy that maximizes value while ensuring the equity offering resonates with potential investors. Our process is informed by industry data and helps in the development of an investor relations strategy.

Maximize Returns

Our Equity Offerings Help Maximize Returns To Your Business.

We provide expert assistance through every stage of your stock offering, from valuation and pricing strategies to effective marketing and investor relations. Our goal is to ensure that your equity offering achieves the maximum possible value, while meeting regulatory requirements and ensuring full disclosure for your investors. We focus on aligning your offering strategy with market demands and investment opportunities.

Continuous Compliance

Guidance That You Can Trust In This Field.

Continuous compliance is essential for maintaining a public listing. We provide guidance on meeting ongoing obligations, including timely filings of financial statements, material change reports, and insider reports, as set out in National Instrument 51-102. Our services extend to monitoring regulatory changes, adapting your compliance practices accordingly, and minimizing risks associated with non-compliance.

Comprehensive Support

Ensuring Full Compliance Within Canada's Regulatory Environment

he Canadian legal framework for public companies is complex, requiring adherence to securities laws, corporate governance best practices, and listing requirements. We offer comprehensive support in navigating these complex regulations, including the Canada Business Corporations Act, and provincial securities legislation. Our guidance is designed to protect your company, avoid legal issues, and ensure a successful, compliant, and ethical operation in Canada's complex regulatory landscape.

Strategic Planning

Guidance For Effective Growth Strategies

We provide expert knowledge and strategic advice to help your company create and execute growth plans effectively. Our advice includes developing strategies that consider the legal, financial, and operational impacts on your business and address your financial goals, leveraging government programs and funding, identifying your expansion strategies and opportunities.

Business Direction

Defining Your Business Objectives, Strategy, and Long-Term Vision

We help you establish clear business objectives, strategic directions, and long-term planning. We guide your business in exploring legal and ethical avenues for growth, considering industry best practices and maintaining compliant business operations. By developing a strategic direction and clear goals, we provide the roadmap needed for your business to thrive.

Why Switch to InterGest?

Navigating the complexities of IPOs, private placements, and secondary offerings can be daunting. We provide expert advisory services to guide you through the capital markets, attract investors, and achieve your funding goals with confidence. Secure your growth.

We Assist

  • Early Stage Companies

    A common challenge for early-stage companies is obtaining funds, which usually means getting funding from friends and family. We assist these types of organizations by providing knowledge about tax and regulatory considerations, which will save you from any pain in the future.

  • High-Growth Stage Companies

    These companies are at a turning point, usually thinking about how to scale their business and if they should go public.

  • Mature and Established Companies

    Mature organizations are interested in expansion and revenue growth. As such, we help these organizations explore secondary offerings to raise additional money.

Demystifying Capital Markets: Expand Your Knowledge of IPOs and Funding

  • What are the Key Steps in an IPO Process?

    Embarking on an Initial Public Offering (IPO) is a multifaceted process that begins with selecting professional advisors such as investment bankers, legal counsel, and auditors. Key steps include conducting due diligence, drafting a prospectus, securing regulatory approvals, marketing the offering to potential investors, and ultimately listing the company's shares on a stock exchange. Each phase requires meticulous planning and execution to ensure a successful IPO.

  • Understanding the Role of a "Lead Underwriter"

    A lead underwriter is an investment bank or financial institution that plays a central role in managing an initial public offering (IPO). The lead underwriter is typically responsible for structuring the offering, conducting due diligence, marketing the shares to potential investors, and ultimately pricing and distributing the shares to the public. Their expertise is key to the success of an IPO.

  • What is a "Road Show" in the Context of an IPO?

    A "road show" is a series of presentations given by a company's management team and the lead underwriter to potential investors during the IPO process. The purpose of the road show is to market the offering and generate interest among investors. It will typically show off the company's financial performance and potential.

  • Understanding "Due Diligence" in Capital Markets

    Due diligence is a thorough investigation of a company's business, financial performance, legal matters, and other relevant factors before an investment or transaction is made. In the context of capital markets, due diligence is crucial during IPOs, private placements, and other financing transactions to assess the risks and opportunities associated with the investment.

  • What is "Bookbuilding" in an IPO?

    "Bookbuilding" is the process by which the underwriter of a new issue stock constructs a book of investor interest in the stock. As the underwriter talks to its clients to gauge their interest, it collects nonbinding indications of the number of shares that clients would like to purchase and at what price.

FREQUENTLY ASKED QUESTIONS

  • What are some of the typical steps involved in a company's successful Initial Public Offering?

    There can be many actions that are necessary for IPO success, which are: Selection of advisors, Preparation to see if your company is ready, due diligence so that your financials make sense, to attract new investors!

  • What are some of the typical steps involved in a company's successful Initial Public Offering?

    There can be many actions that are necessary for IPO success, which are: Selection of advisors, Preparation to see if your company is ready, due diligence so that your financials make sense, to attract new investors!

  • What is a typical road show, and how does this marketing campaign impact funding for a business?

    The point of a road show is to show the company's story to potential investors. This can be a powerful tool in creating new relationships, and building trust.

  • What makes a successful underwriter?

    The skills that come with an underwriter, like knowing market intelligence, due diligence, and market management are all key to working with the best.

  • How can I secure more and more equity through multiple channels?

    You will want to maintain relationships through various channels! By working with your own board, the underwriter and others with you, then everything should be easy from there!