Advisory for IPO on NYSE
VantaMoon Advisors helped the company by identifying the different IPO listing possibilities taking into consideration the vision of the founder, size and funding mechanism of the IPO. Identified a listing under the JOBSACT REG A + as the most convenient structure to list the entity.
The Client: Kpisoft Pte. Ltd.
Kpisoft Pte. Ltd. a Singaporean SAAS company which offers consulting services and a mobile platform for performance management and analytics, asked to advise them on a plan to get listed on the NYSE midcap market. Today, Kpisoft is known as entomo.
The Hurdles
1. The founder and management recognised that the seize of the IPO and company valuation would be a challenge to attack main underwriters and investorsT
2. The founder also wanted to use the IPO to increase visibility and scalability in the US market.
3. Finding the right IPO team of advisors, underwriters, brokers, attorneys at acceptable cost.
The Result
The team of dvisors identified:
• IPO filing REG A + NYSE for small cap companies.
• use of the crowdfund platform Manhattan Street Capital to reach minimum investor and funding.
• NY based IPO experts team covering accounting, legal, underwriters, crowdfund and marketing agency.
Find acquisition target for Citilink Finance,
a regulated finance firm in Sydney
VantaMoon Advisors helped the company by identifying potential investment targets. By reaching out to our strategic partners in Asia Pacific we created an overview of Citilink and the overview of the robust Sydney financial markets.
The Client
Citilink Finance Australia, which offers a wide range of financial products and services, including FX, asked to find them a potential partner and/or acquisition target.
The Hurdles
The owners recognised the need to develop new business models and therefore sought to explore new, technology inspired business models to:
• find investors that have an expertise in the financial services space;
• reach an inclusive and unfettered view that the investor is commercially viable for the transaction (commercial due diligence);
• help our client understand the benefits of the potential buyer;
• fuel both parties to work through the processes of the transaction. Help with all transactional pros and cons and identify a balanced deal for both our client and the investor
The Result
Closed transaction and pleased client
• 100% acquisition of Citilink finance by investor
• in-depth commercial due diligence provided
• resource planning and successful transition plan provided
