IPO & Private Placement positioning

auronext building

APPROACH A company which had previously mandated Accellency to reposition its equity story was preparing for an IPO. Building on the new equity story work, Accellency was retained before, during and after the IPO process to ensure that the new equity story positioning was properly reflected in the investor presentation, information memorandum and other documentation. […]

Financial marketing & operational support

mobile banking graphic

APPROACH Accellency had been working for a large growth equity-backed FinTech company on an equity story repositioning ahead of another round of private capital raising. The company wanted to rapidly implement Accellency’s equity story recommendations before reaching out to investors. Accellency provided operational support and execution services in 3 workstreams: 1/ corporate website transformation: leveraging […]

Exit Readiness

AI graphic

APPROACH Before launching the sale process for one of their portfolio companies, a global large cap buyout fund engaged Accellency to crystallise the equity story and get the management exit ready. Accellency worked closely with the management and private equity team, leveraging their business plan and exit strategy, to sharpen and formalise the equity story […]

Equity Story repositioning

Pharmacy company

APPROACH A private equity-backed midcap healthcare company had been through one unsuccessful transaction process and was looking to reset its equity story before making a second attempt at a sale. Accellency applied its proprietary 8-step equity story methodology, starting with a series of workshops with the top management of the company. This process led to […]