US listing readiness
Review business, financial, ownership, governance and internal-control foundations. Identify target markets, information gaps and specialist responsibilities.
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Location is used only with your permission and stored locally.
CAPITAL SERVICES / RESEARCH & COLLABORATION
Listings, Mergers & Restructuring
Connect capital pathways, transaction structures and specialist coordination across listing preparation, public-company acquisitions, asset injections and cross-border integration.
START WITH THE BUSINESS
Businesses preparing for public markets, acquiring a listed platform or pursuing industrial and cross-border acquisitions.
My work begins with research, architecture and planning, followed by implementation coordination and review within an agreed scope. Clarify the business, objectives and evidence before deciding which work to pursue.
Readiness checklists, pathway comparisons, transaction discussion papers, due-diligence responsibilities and integration roadmaps.
SCOPE & STRUCTURE
Select the modules the current question requires, connecting business, structure and execution.
Review business, financial, ownership, governance and internal-control foundations. Identify target markets, information gaps and specialist responsibilities.
Assess initial public offerings, reverse mergers and suitability for OTC markets. OTC trading and exchange listing are distinct; any subsequent NASDAQ or NYSE pathway requires separate review.
Screen targets against strategic fit, transaction objectives and funding plans. Coordinate business, legal, financial and tax reviews, including historical liabilities and missing information.
Compare control, consideration, ownership and entity relationships. Coordinate specialist review of key terms, prerequisites, approvals and closing responsibilities.
Define business and asset boundaries and connect organizational, ownership and governance arrangements. Consolidation, disclosure and tax matters are reviewed by the relevant specialists.
Connect ongoing disclosure, international financing, industrial collaboration and investor relations. Test transaction objectives against subsequent operating results.
FROM DISCUSSION TO DELIVERY
Agree on scope, deliverables, timing and fees after the initial conversation.
Understand the context, business foundation and objectives; identify missing information.
Question and scope checklistConnect entities, assets, rights and pathways; identify matters for specialist review.
Structure map and options appraisalOnce prerequisites are clear, assign materials, tasks, participants and stage reviews.
Tasks and responsibilitiesUpdate decisions and next steps using operating changes and practical feedback.
Review notes and next-step planThis personal website provides an entry point for research, structural discussions, planning and coordination. Legal, audit, tax, securities issuance and trading work is undertaken by appropriate specialists under applicable requirements. Financing, listing, liquidity and market performance depend on actual conditions and are not guaranteed service outcomes.
CONNECTED SERVICES
LET’S START A CONVERSATION
Understand the context and objectives first, then agree on the scope together.
Business and target market, ownership and financial information, potential targets, transaction objectives, funding plan and responsible team.
A brief overview is enough for the first email. Detailed materials can follow once we agree how to proceed.