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In this series, PwC IPO Services Leader, Mike Bellin, sits down with fellow advisors and industry experts to discuss the latest capital market trends and IPO readiness considerations. 


Path to Public: Where we are and where we’re going
     
*Previously aired on May 1, 2025* 
The path to going public is evolving as market conditions, regulatory changes and new opportunities reshape the landscape. Companies are navigating a volatile market, the rise of private capital and increased trade tensions, all while exploring alternative routes such as SPACs and other transactions. 

Join us as we discuss what's driving these changes and how companies can prepare.  

Mike Bellin
Mike Bellin
IPO Services Leader
PwC US
Eric Watson
Eric Watson
Deals Partner
PwC US
Daniel Tay
Daniel Tay
Managing Director, Technology Equity Capital Markets
Morgan Stanley





Path to Public: Capital markets 2025 outlook
     
*Previously aired on January 23, 2025* 
As we analyzed in our 2025 Capital markets outlook, US public markets are gearing up for a 2025 resurgence driven by interest rate cuts, pent-up investor demand and a growing backlog of initial public offering (IPO) hopefuls. 

In this episode, we'll dive deeper into these factors, as well as the possible impact from the 2024 election results, and discuss what should be top of mind for companies looking to go public. 

Mike Bellin
Mike Bellin
IPO Services Leader
PwC US
Doug Chu
Doug Chu
Capital Markets Advisory Leader
PwC US
John Vanosdall
John Vanosdall
Accounting Advisory Leader
PwC US



Path to Public: Demystifying the SEC’s IPO review process
     
*Previously aired on September 24, 2024* 
You've taken a pivotal step in your IPO journey -- submitting the draft registration form (DRS) through the SEC review process -- so what's next? Discover the key to successfully navigating and preparing for SEC reviews and gain insights into the latest trends shaping the capital markets landscape. 

In this episode, Mike Bellin, IPO services leader at PwC US, sits down with PwC's Doug Chu and Kyle Moffat and Cooley's Reid Hooper, as they provide valuable knowledge on regulatory compliance, what lies ahead and best practices for a smooth journey to going public.

Mike Bellin
Mike Bellin
IPO Services Leader
PwC US
Doug Chu
Doug Chu
Capital Markets Advisory Leader
PwC US
Kyle Moffatt
Kyle Moffatt
Professional Practice Group Leader, National Office
PwC US
Reid Hooper
Reid Hooper
Special Counsel
Cooley LLP


 

Path to Public: Understanding Up-C Structures
     
*Previously aired on February 22, 2024* 
An Umbrella Partnership, or Up-C structure, provides a strategic solution for pass-through entities seeking to go public. It enables them to retain the economic and tax advantages of operating as a partnership while enjoying the benefits of an initial public offering (IPO). This unique structure ensures preferential tax treatment for both pre-IPO investors and the newly public corporation, all while facilitating access to the capital markets. In this episode, we sit down with members of PwC's National Tax Services Practice to discuss the unique advantages of Up-C structures, potential reporting complexities, and life after an Up-C IPO. 

Mike Bellin
Mike Bellin
Partner and IPO Services Leader
PwC
John Gleason
John Gleason
Managing Director, Capital Markets Accounting Advisory Services
PwC
Craig Gersin
Craig Gersin
Partner, M&A Tax
PwC
Jennifer Wyatt
Jennifer Wyatt
Partner, M&A Tax
PwC



Path to Public: FP&I and Non-GAAP Measures
     
*Previously aired on October 12, 2023* 
Companies pursuing an IPO have used non-GAAP measures (NGMs) and other metrics to develop effective equity stories. However, not all NGMs are created equal. Further, we have seen continued interest in the US capital markets as a listing venue from companies across the globe. In this episode, we sit down with PwC SEC Services Partner, Scott Feely, and Cooley partners, David Peinsipp and Natalie Karam, to discuss the use of non-GAAP metrics and KPIs, the latest SEC comment letter trends, and the potential of advantages of the foreign private issuer designation.  
Mike Bellin
Mike Bellin
Partner and IPO Services Leader
PwC
Scott Feely
Scott Feely
Partner, SEC Services
PwC
David Peinsipp
David Peinsipp
Partner and Co-Chair of Global Capital Markets
Cooley LLP
Natalie Karam
Natalie Karam
Partner, Capital Markets & Public Companies
Cooley LLP



Path to Public: HR considerations
     
*Previously aired on August 24, 2023*
Becoming a public company is probably going to mean three things for human resources - more employees, more complexity, and more scrutiny. In this episode, we sit down with PwC Workforce Transformation Partner, Jennifer George, to discuss HR's critical role preparing for an IPO and how to lay the foundations for both growth and heightened transparency.
Mike Bellin
Mike Bellin
Partner and IPO Services Leader
PwC
Jennifer George
Jennifer George
Partner, Workforce Transformation
PwC
Eric Watson
Eric Watson
Deals Partner
PwC