Going Public Advisory

Expert Guidance
for Every Path to the Public Markets

IPO, SPAC, and Direct Listing Support

We advise companies pursuing any path to the public markets -- traditional IPO, SPAC merger, or direct listing -- with hands-on financial and accounting support through every phase.

Financial Readiness from Day One

We assess your current state, identify gaps, and build the financial reporting infrastructure a public company requires -- well before the filing deadline.

End-to-End Execution

From the initial readiness assessment through the registration statement, PCAOB audit, and first reporting cycle, we stay engaged until the job is done.

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100+

Successful transactions completed

20+

Years of experience

$5 - 50m

Average size of transaction

$20-200m

Average market cap of clients across tech, manufacturing & services

Going Public Advisory for Companies at Every Stage of Readiness

What makes us different?

Going public is one of the most consequential decisions a company will make. The path involves significant preparation across financial reporting, internal controls, governance, and regulatory compliance — and the consequences of being underprepared are costly, both in time and in perception with investors and regulators.

Corviniti works with companies well before they file, helping management teams assess their readiness, identify gaps, and build the financial infrastructure a public company requires. We provide hands-on support through every phase — from the initial readiness assessment through the registration statement, the audit, and the first reporting cycle as a public company.

Whether you are pursuing a traditional IPO, a SPAC merger, or a direct listing, the financial and accounting requirements are substantial and largely the same. Our team brings direct capital markets experience to every engagement, with a focus on resolving issues early and keeping the process on schedule.

We help with:
  • IPO and SPAC Readiness Assessment: Evaluate your current financial reporting, controls, and governance against public company expectations and deliver a clear gap analysis.
  • Financial Statement Preparation: Ensure your historical financial statements are accurate, GAAP-compliant, and formatted to meet SEC and PCAOB requirements.
  • SEC Registration Statement Support: Draft the financial portions of your Form S-1, S-4, F-1, or F-4, including MD&A, footnotes, and Regulation S-X compliance.
  • PCAOB Audit Coordination: Prepare audit-ready workpapers, schedules, and technical memos to support your external PCAOB-registered auditors.
  • Internal Controls and SOX Readiness: Design and document internal control frameworks appropriate for a public company environment.
  • Technical Accounting and Policy Formalization: Identify and resolve complex accounting issues, formalize accounting policies, and prepare supporting technical memos.
  • Equity and Cap Table Accounting: Review capitalization tables, account for complex equity instruments, and prepare EPS calculations.
  • Financial Planning and Investor Reporting: Strengthen forecasting models, define KPIs, and build the investor reporting infrastructure your new shareholder base will expect.
  • Post-IPO Reporting Support: Help your team manage the transition to ongoing SEC reporting obligations, including Forms 10-Q and 10-K.
  • Foreign Private Issuer Support: Manage IFRS reporting, US GAAP reconciliations, and cross-border registration statement requirements for companies entering US markets.

Why Choose Us?

Big 4 expertise,
boutique agility

Corviniti brings Big 4 capital markets experience to every going-public engagement, combined with the speed and senior attention of a dedicated boutique. We have supported companies through traditional IPOs, SPAC transactions, and direct listings, and understand what it takes to get across the finish line on schedule.

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Startups and US Capital Markets are our focus

From early-stage companies assessing whether they are ready to go public to late-stage companies already in the registration process, Corviniti provides the technical depth and execution focus that capital markets transactions require.

  • Startup and Fundraising Focused (including Venture Capital)
  • Built for Capital Markets (including IPO and SPAC transactions)
  • Boutique Attention
  • Big Four Experience
  • Transaction Deadline Oriented

Contact Us To
Learn More

Call: (347) 472-1115
Email: info@corviniti.com

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Frequently Asked Questions

All three result in a company becoming publicly traded, but they differ in process, cost, and timing. A traditional IPO involves underwriters, a roadshow, and a formal SEC registration process. A SPAC merger involves a pre-existing public shell company acquiring the target, often faster than a traditional IPO. A direct listing allows existing shares to be sold directly on an exchange without new capital being raised or underwriters involved. The accounting and financial reporting requirements are substantially similar across all three paths.

Ideally 12 to 18 months before your target public date. That timeline allows enough runway to address financial reporting gaps, implement internal controls, obtain the required PCAOB audits, and draft the registration statement without compressing the process. Companies that engage earlier consistently have smoother processes and lower external audit fees.

The SEC generally requires two to three years of audited financial statements, depending on the company’s size and classification. For foreign private issuers, statements may be prepared under IFRS or US GAAP. All audited statements must be audited by a PCAOB-registered firm. Corviniti prepares the financial statements and supporting documentation your auditors need.

Yes. We draft the financial portions of the Management’s Discussion and Analysis section, including the discussion of results of operations, liquidity and capital resources, and critical accounting estimates. The MD&A is one of the most scrutinized sections of any registration statement and requires both technical accuracy and clear presentation.

The work does not end at closing. Public companies face an immediate and ongoing reporting cadence — quarterly 10-Q filings, an annual 10-K, current reports on Form 8-K, and SOX certifications. We provide post-IPO support to help your team manage this transition and maintain compliance with SEC reporting requirements.

Yes. We regularly work with foreign private issuers and companies with cross-border structures, including IFRS reporting, US GAAP reconciliations, and multi-entity consolidations for companies with domestic and international subsidiaries.

In most cases, we can begin within a few days of finalizing our agreement. Our onboarding process is straightforward — a brief discovery session, a clear statement of work, and secure access setup. We do not have lengthy intake procedures that delay the start of actual work.