Tapping capital markets on Wall Street with an initial public offering (IPO) sounds glamorous and is a terrific way to fuel your business expansion plans. But too many small and mid-cap companies find themselves at a serious disadvantage after they've gone public. Adam J. Epstein believes many of those post-IPO financing challenges are rooted in some very common pre-IPO mistakes. Join host Hanna Hasl-Kelchner as she explores those root causes with Adam and seeks fixes. 

WHAT YOU'LL DISCOVER ABOUT THE IPO PROCESS:

• How pre-IPO mistakes plague post-IPO financing option
• Why historic deal data matters
• The most common mistake companies make when picking an investment banker
• How mutual funds run circles around small and mid-cap companies and what you can do about it
• And more

GUEST:

Adam J. Epstein is a nationally recognized small-cap expert and advisor to the boards of pre-IPO and small-cap companies through his firm, Third Creek Advisors, LLC (TCA).  Prior to TCA, he was a long-tenured institutional investor, an experience which gives him a comparative perspective on why some small and mid-cap companies are more successful in their post-IPO financing efforts than others.

He speaks monthly at corporate governance and investor conferences, and is a distinguished National Association of Corporate Directors (NACD) Board Leadership Fellow and faculty member.  He is also the small-cap contributing editor for Directorship magazine and author of the best-selling book The Perfect Corporate Board: A Handbook for Mastering the Unique Challenges of Small-Cap CompaniesThe Perfect Corporate Board: A Handbook for Mastering the Unique Challenges of Small-Cap Companies.  

RELATED RESOURCES:

Contact Adam at Third Creek Advisors, LLC