Gargiulo + Partners was engaged to assist with investor presentations for one of the largest initial public offerings in U.S. history. We sharpened and clarified the message and prepared management to present its story, simply and directly, at a time of financial market turmoil.
As with any IPO, timing was critical, and this assignment presented particular challenges. We were called in just days before the start of the aggressively scheduled roadshow, with the core equity story largely in place. The logic of the transaction was inherently, powerfully compelling, but it wasn’t coming across as strongly in the written materials or the spoken presentation.
In the short timeframe available, Gargiulo + Partners helped the chief executive and his management team improve their presentation to potential investors by sharpening the overarching theme and honing the message around it. We rehearsed management to deliver the story as an integrated narrative, as opposed to separate sections on business, network, and financials.
Management presented the story confidently and persuasively. The offering was priced and sold successfully, exceeding market expectations.