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IPO Readiness Presentation


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Public Offerings and Preparing for an IPO Launch

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IPO Readiness Presentation

  1. 1. Public Offerings and Preparing for an IPO Launch Presented by Tony Macaione, Partner January, 2010
  2. 2. Who is TATUM? The largest consulting, financial advisory and interim management organization focused on the Office of the CFO 37 offices nationwide Nearly 1,000 professionals primarily in the U.S. More than 6,000 clients served across all industries and sizes with combined assets of over $400 billion Click Here to Add Slide Headline 2009 survey: 100% of Tatum’s clients would use us again. 2
  3. 3. What Does TATUM Do? Interim Management - CFO/CIO/Controllers/PMO Restructuring and Bankruptcy/Workout Advisory Complex Project Assignments, including work for CEO’s/CFO’s Capital Markets Support, including Public Offerings and IPO’s Liquidity Protection Programs for Lenders and Borrower Buy-side and Sell-side Due Diligence and Transaction Support Click Operational Turnaround Management Here to Add Slide Headline Post Acquisition Integration and Training Technology and IT Assessments 2009 survey: 79% of Tatum’s clients approached us when they faced with a material financial challenge. 3
  4. 4. Frequent, rapid transition is the norm for business today Competitive Landscape Changes Merger? Sale? Acquisition? IPO? Infrastructure upgrade Organizational Financial Difficulty Transitions Click Here to Add Slide Headline Product Expansion Rapid Growth Start Up Revenues LAUNCH $0 $X.0 Billion 4
  5. 5. IPO Timetable – High Level Overview Pre-filing period Where Tatum fits in!! Corporate housekeeping Assemble your IPO team Interview and choose lead underwriter and other advisors Pre-filing Waiting Organizational meetings Management presentation Click Here to Add Slide Headline S-1 drafting sessions and initial filing with SEC Waiting period Receive and clear SEC comments Prepare for roadshow Post Effective Post Effective Price and launch 5
  6. 6. IPO – Roles & Responsibilities Company’s Management Identifying the right internal & external team Financial reporting, budgets & forecasts Tatum can S-1 drafting perform Auditor coordination these roles 404 Prep - key process, systems & controls Preparing for the roadshow in-whole or Pricing and launch in-part. Click Here to Add Slide Headline Outside Legal Counsel Coordinate S-1 Process These Coordinate comment letters ones, too! 6
  7. 7. Picking the right team of advisors Click Here to Add Slide Headline Tatum can assist throughout the entire process 7
  8. 8. Post IPO launch considerations Managing relationships with Wall Street Analyst and investors. Preparing for the initial Form 10-Q The sooner you prepare for post launch SEC reporting requirements Click Here to Add Slide Headline the better. Preparing for Board and Audit Committee meetings Identifying required materials and frequency of communications. 8
  9. 9. Key Drivers of the need for Tatum Services Five general categories Capital transactions Bank relationships and transactions M&A transactions Restructure and turnaround management Control and reporting issues Click Here to Add Slide Headline Qualified Lead: STRONG SENSE OF URGENCY Tatum slogan: “Create more value” We are not a commodity service, i.e. a staffing firm Value created must exceed price 9
  10. 10. Public Offerings and Preparing for an IPO Launch Interim Management – Consulting – Financial Advisory Click Here to Add Slide Headline Tatum - create more value 954-607-3671 10