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Capital markets

The right financing is the runway to ongoing success, and PwC can help you set the course.

Raising capital, whether through an IPO, via a merger with a SPAC or by raising debt, can transform the way a company operates.

Our Capital Markets Integrated Solution brings a cross-functional holistic view to capital raising, helping our clients create value by identifying new ways to access capital or focus investment where it matters most. We also bring industry-leading project management to help address today’s increasing complexity of capital markets transactions.

We bring together an integrated set of multi-competency capabilities along with a digitally enabled approach to advise on IPOs and follow-on offerings, SPAC mergers and debt offerings.

“PwC is a great firm, but service comes down to people, and they are truly a fantastic service provider.”

CFO, Private equity

Paths to liquidity

IPO

An initial public offering (IPO) is a cornerstone event for an organization, and preparation for “being public” is just as important as preparation for “going public.” Gaining maximum value from an IPO requires confidence, decisiveness and the right foundation for success.

Learn more about PwC IPO Services
Explore the Roadmap for an IPO

SPAC

Special purpose acquisition companies (SPACs) continue to gain popularity as a potential liquidity option for many companies. This method allows for a substantially shorter timeline than a traditional IPO but brings its own unique set of challenges.

How SPACs work
Why companies are joining the SPAC boom

Debt

Identifying and accessing the right debt instruments and markets to support capital needs allows businesses to raise capital, manage liabilities and refinance at the most advantageous terms.

Debt market overview

Capital Markets Advisory - Independent advice from experienced capital markets advisors

The Capital Markets Advisory group consists of a dedicated team that includes several former Wall Street investment bankers who provide hands-on, independent advice to clients on raising capital, both strategically and from an execution perspective. The group advises on capital strategy, equity transactions focused on IPOs and direct listings, SPACs, and debt transactions focused on leveraged loans, bonds and 144A private placements.

IPO Advisory Services

  • Capital markets activity and investor sentiment
  • Capital raising alternatives—IPOs, SPACs, direct listings, Reverse Morris Trusts, carve-outs, spin-offs
  • Equity story development, including use of key performance indicators (KPIs), non-GAAP measures and ESG considerations
  • Investment bank education and selection and bank syndicate structuring and economics
  • Equity research analyst interaction and projections
  • Roadshow presentation and the marketing process
  • Investor relations post-IPO

Debt Advisory Services

  • Debt capital markets activity and investor sentiment
  • Capital structure and financing alternatives
  • Acquisition and LBO structuring
  • Debt story development and credit material documentation
  • Syndication and execution—syndication preparation and lender management
  • Credit rating agency process—preparation, execution and correspondence
  • ESG-related issuance—green bonds and sustainability linked instruments

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Contact us

David Totaro

Capital Markets and Accounting Advisory Services Leader, PwC US

Mike Bellin

Partner, IPO Services Co-Leader, PwC US

David Ethridge

IPO Services Co-Leader, PwC US

Daniel Klausner

Capital Markets Advisory Leader, PwC US

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