Going public. How to prepare to enter the public capital markets?

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Workshop description

The workshop is addressed to companies contemplating or preparing a public offering of shares or debt securities. The participants will gain knowledge of, among others, the public offering and prospectus preparation process, the role of the advisors in this process and the relevant capital markets regulations.

In addition, participants will gain an overview of the current and periodic reporting obligations as well as of the corporate governance requirements applicable to public companies.

Target audience

The topics covered during our workshop are tailored to the particular needs of a given company.

The workshop is addressed to:

  • Management,
  • Financial directors,
  • Existing shareholders of the Company,
  • Specialists responsible for strategy and investor relations,
  • Other employees.

The benefits from participating in the workshop                         

  • Unique knowledge

The workshop participants will gain an insight into the going public process as well as the requirements your Company needs to fulfil in order to conduct a public offering as well as after the listing. We will highlight the potential challenges your Company might encounter, indicate possible solutions, and together with you we will develop a draft timetable of the whole process.

  • Experience

The workshop is led by PwC specialists from the Capital Markets Group, who have extensive experience in capital markets transactions.

  • Real life examples

Participants will have an opportunity to test their knowledge while analysing real life examples of domestic and/or international public offerings of shares and/or debt decurities.

Example of a workshop agenda
  1. Introduction to capital markets
  1. Capital markets in Poland and in Europe
  2. Overview of IPO market activity in recent
  3. Costs of public offerings of securities and "IPO discount".
  4. Comparison of the Company’s potential IPO to other similar deals.
  1. Requirements applicable to companies listing securities on the regulated market
  1. European and national regulations.
  2. Requirements regarding the content of the prospectus.
  3. What type of financial information should be presented in the prospectus?
  4. Complex financial histories.
  5. Other requirements relating to public offerings and prospectuses.
  1. Preparing for an IPO
  1. Key success factors for an IPO.
  2. What to issue: debt or equity?
  3. Which stock exchange and which market to choose?
  4. When is it advisable to address your offer to US investors?
  5. The IPO process and timetable.
  6. Cooperation with advisors.
  7. Equity story – how to develop a suitable message to investors
  1. IPO… and what next?
  1. Corporate governance
  2. Current reporting obligations.
  3. What is confidential information?
  4. Periodic reporting of public companies.
  5. How to build investor relations?
  6. How to carry out the next issue of securities?

 

Trainers

  • Tomasz Konieczny, Partner at PwC. Tomasz is a registered auditor in Poland and UK Certified Accountant. He heads the Capital Markets Group in Central and Eastern Europe. Tomasz has advised on and managed capital market transactions for more than 10 years.
  • Filip Gorczyca is a registered auditor in Poland and member of ACCA. He runs and supervises transactions connected with public and private offerings of companies operating in Central and Eastern Europe. Filip runs courses and is the author of numerous articles and publications in the field of European capital markets.
  • Łukasz Koterwa runs and supervises transactions associated with public and private offerings of companies operating in Poland, Europe and the United States of America. He is involved in advisory projects e.g. in the area of asset valuation. He runs courses and is the author of publications in the area of capital markets.

Organisation of the workshop

Due to the nature of capital markets transactions, our workshop has a closed form – it is addressed to the representatives of your Company only.

The agenda of the workshop will be tailored individually to your needs and expectations.

The workshop is conducted at your Company’s headquarters or in a different location as convenient for you.

Price

The cost of the workshop is determined individually, based on the scope of a given event. A sample price for a one-day workshop, conducted by PwC experts in accordance with the agenda presented above, amounts to PLN 4,900 + 23% VAT (price includes materials for six workshop participants).