Investor relations – What CFOs need to know before an IPO

Investor relations


Published on December 17, 2019

Going public can be complex, expensive, and time-consuming, with new challenges, expectations, and stakeholders: analysts, investors, activists, regulators, and media. How they view the IPO and the company over time can weigh on the company’s performance and perhaps the CFO’s own tenure.

Managing the new pressures requires strong investor relations, but the starting point is not the quarterly close or the earnings call. Rather, it’s having a compelling investment thesis, defining the desired investor base that aligns with your thesis and risk profile, assembling relevant and timely information and insights to guide investors toward management’s view of the stock’s value, telling a compelling and credible story to the Street, and managing investor perceptions in the aftermarket.

In this issue of CFO Insights, we’ll examine the elements of the IPO IR process and the CFO’s role in executing them.

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Paul Fletcher

Paul Fletcher

Paul is a partner in our Toronto, Canada practice. Paul’s client experience is as a qualified CPA in 3 countries (Canada, USA, and the UK) and recognized as a Fellow CPA in Canada, with over 25 years of global experience serving boards of directors, management teams, governments and regulators.


Janet Craig

Janet Craig

Janet is an Executive Director in Deloitte’s Assurance practice. She is among the most senior and recognized investor relations professionals in Canada and has an exceptional record of creating best-in-class investor relations programs, managing complex issues - including proxy solicitation, crisis, M&A, shareholder activism, and equity offerings, including IPOs.


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