Initial public offerings (IPOs) tapping capital markets on Wall Street sounds glamorous and are a terrific way to fuel 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 IPOs facing challenges are rooted in some very common pre-IPO mistakes.

Discover what they are and how to be better prepared for them.

What You’ll Discover About IPOs :

• How pre-IPO mistakes plague IPOs and their financing options
• Why historic deal data matters to IPOs
• The most common mistake companies make when picking an investment banker and how it affects IPOs
• How mutual funds run circles around small and mid-cap companies and what you can do about it
• PLUS so much more

Guest: Adam J. Epstein 

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, Adam 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.

Adam is also the small-cap contributing editor for Directorship magazine, the boardroom intelligence publication of the National Association of Corporate Directors, as well as the author of the best-selling book The Perfect Corporate Board: A Handbook for Mastering the Unique Challenges of Small-Cap Companies.

Related Resources:

If you liked this interview, you might also enjoy our other Finance episodes.

Contact Adam and connect with him on LinkedIn and Twitter.

Learn more about Third Creek Advisors, LLC

Learn more about the National Association of Corporate Directors

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