PREPARING & STRUCTURING A SUCCESSFUL IPO
Guiding Companies Through the Strategic, Regulatory, and Financial Journey to Market Listing
Course Schedule
| Date | Venue | Fees |
|---|---|---|
| 20 – 21 Feb 2025 | Kuala Lumpur, Malaysia | USD 1995 per delegate |
Course Introduction
Taking a company public is one of the most complex and transformative steps in a business’s lifecycle. A successful Initial Public Offering (IPO) requires in-depth preparation, strategic alignment, financial readiness, and a solid understanding of regulatory and market expectations.
This 2-day course offers a comprehensive roadmap for preparing and structuring an IPO. From pre-IPO planning and due diligence to pricing, investor communications, and post-listing governance, participants will gain actionable insights and frameworks to ensure IPO success while minimizing risks and delays.
Course Objectives
By the end of this course, participants will be able to:
• Understand the strategic rationale and implications of going public
• Navigate key steps in the IPO process, from preparation to post-listing compliance
• Develop internal structures and governance aligned with market standards
• Coordinate IPO advisors and regulatory requirements
• Evaluate valuation, timing, and pricing strategies
Key Benefits of Attending
• Learn what it really takes to go public and stay compliant post-IPO
• Avoid costly missteps through structured planning and readiness assessments
• Build confidence in working with underwriters, regulators, and investor relations teams
• Understand the IPO’s impact on management, ownership, and disclosure obligations
• Develop a fit-for-purpose roadmap tailored to your organization’s IPO goals
Intended Audience
This program is designed for:
• C-suite executives preparing for capital market entry
• Corporate finance and business strategy teams
• Legal, compliance, and governance officers
• Investment bankers and advisors supporting IPOs
• Entrepreneurs and board members exploring IPO options
Individual Benefits
Key competencies that will be developed include:
• Ability to design and execute a pre-IPO readiness plan
• Understanding of listing requirements and disclosure rules
• Familiarity with financial restructuring and capital raising strategies
• Skill in coordinating due diligence, investor engagement, and governance setup
• Readiness to manage post-listing performance and regulatory scrutiny
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Stronger IPO execution strategies and reduced transaction risk
• Greater alignment between management, investors, and advisors
• Improved governance, transparency, and internal control systems
• Enhanced ability to attract institutional investors and maximize IPO valuation
• Readiness to meet post-listing obligations and maintain market confidence
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – IPO structures, market preparation, and stakeholder management
• Case Studies – Global and regional IPO journeys, challenges, and outcomes
• Workshops – IPO readiness assessments, valuation exercises, and governance mapping
• Peer Exchange – Experiences and lessons from capital market transactions
• Tools – IPO checklists, roadshow templates, due diligence trackers
Course Outline
DETAILED 2-DAY COURSE OUTLINE
Training Hours: 07:30 AM – 03:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Pre-IPO Planning and Readiness
Module 1: The IPO Decision and Strategic Alignment (07:30 – 09:30)
• Why companies go public: benefits and trade-offs
• IPO vs. alternatives (SPAC, direct listing, private equity)
• Timing, market conditions, and internal assessment
Module 2: IPO Process and Timeline (09:45 – 11:15)
• Step-by-step breakdown of IPO stages
• Key stakeholders: underwriters, legal counsel, regulators, auditors
• Coordinating timelines and managing expectations
Module 3: Governance and Financial Reporting Readiness (11:30 – 01:00)
• Strengthening internal controls and board governance
• IFRS/GAAP compliance and audit readiness
• Disclosure controls, risk factors, and prospectus preparation
Module 4: Workshop – IPO Readiness Assessment (02:00 – 03:30)
• Teams assess a sample company’s IPO preparedness
Day 2: Structuring, Marketing, and Post-IPO Compliance
Module 1: Valuation and Deal Structuring (07:30 – 09:30)
• Valuation techniques and price range setting
• Equity structure and shareholding considerations
• Stabilization, greenshoe options, and lock-up periods
Module 2: Investor Roadshows and Market Communication (09:45 – 11:15)
• Creating the equity story
• Marketing documents, analyst meetings, and Q&A prep
• Investor targeting and feedback loops
Module 3: Post-Listing Obligations and Performance (11:30 – 01:00)
• Reporting cycles, investor relations, and governance
• Managing shareholder expectations
• Compliance with listing rules and securities regulations
Module 4: Final Workshop – IPO Execution Simulation (02:00 – 03:30)
• Teams plan and present a mock IPO launch strategy
Certification
Participants will receive a Certificate of Completion in Preparing & Structuring a Successful IPO, validating their expertise in IPO strategy, planning, regulatory compliance, and investor engagement required for a successful market listing.