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Capital Markets Services

What We Do

CFGI’s Capital Markets Advisory team has the experience and expertise to guide your company through a successful initial public offering (IPO), alternative public offering (APO), reverse acquisition or recapitalization, de-SPAC transaction or follow-on offering. CFGI has completed hundreds of capital markets transactions in a wide variety of industries. Our approach takes into account all of the usual elements of public financing or Securities and Exchange Commission (SEC) registration while remaining flexible enough to adapt to whatever challenges arise.

The CMA team brings years of experience to the table and works hard to stay current on the latest regulatory developments. Facing scrutiny from the SEC is one of the most challenging processes public companies experience. With the ability to operate anywhere, CFGI gives you peace of mind knowing that every possible challenge is addressed with careful attention to detail.

Whether you are considering capital market transactions in the US, UK, or any other international market, there are several eligibility requirements and continuing obligations that need to be considered. CFGI’s CMA team is located both in the US and UK, with experience from various international markets.

Learn More About Our Solutions

What Is The CFGI Difference?

Leveraging Big-Four experience, CFGI is able to expertly address every aspect of the IPO process. We don’t just go through the motions. Our team members are subject matter experts who have an informed perspective on the market.

WHEN YOU PARTNER WITH US, YOU GET:

Technical
Competency

Quality
of Service

Dedicated
Team Members

Flexibility and
Scalability

Cost-Effective
Solutions

Partner With Our
Capital Markets Team For Better Results.

Partner With Our
Capital Markets Team For Better Results.

Support At Every Stage of The Company Lifecycle

Whether you’re just beginning to consider an IPO or you’re already getting close to a deadline, CFGI’s CMA team is here to help. Our clients range from pre-revenue startups to Fortune 100 public companies. We’ve seen it all — and we possess the knowledge and skills to overcome new challenges as they arise.

WE CAN HELP COMPANIES OVERCOME ANY BARRIERS BEFORE, DURING AND AFTER AN IPO:

Additionally, our team is prepared to help you with transaction and valuation services, tax services and system implementations. If your company doesn’t have a financial team in place, CFGI can provide interim role support — so you can immediately take advantage of leading-edge technical expertise.

Connect With Our Leaders

April Coleman

Partner
(603) 686-2020
acoleman@cfgi.com

Chris Brandes

Partner
(201) 694-1561
cbrandes@cfgi.com

Some of Our IPO Readiness Clients

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Ready To Get Started?

Private Companies

We can document technical memos and position papers to support significant accounting matters and judgments. Plus, we’re experts at providing audit support and preparing financial statements.

Going Public

We’ll guide your accounting and finance team through the entire process, including assisting with due diligence, technical accounting, support, preparation of financial statements and MD&A in compliance with Regulations S-X and S-K, GAAP conversions, SEC comments, pro-forma disclosures, stock-splits and anything else you can throw at us. 

Public Companies

We can augment and assist your accounting and finance team by preparing technical accounting memos and financial statements, providing external audit support, drafting financial disclosures for inclusion in Forms 10-K, 10-Q and 8-K, supporting Sarbanes-Oxley Section 404 compliance and providing transitional finance and accounting resources.