Steen Associates provides independent strategic and financial advice to companies, shareholders and boards considering an IPO or other equity capital markets transaction. We combine deep sector knowledge with transaction expertise to help clients assess their options, prepare for the public markets and navigate complex transactions with confidence.

Accessing the equity markets can be a transformational step for a business. Whether preparing for an initial public offering, evaluating a capital increase or considering other strategic equity transactions, companies need to balance valuation, shareholder objectives, capital structure, governance and market expectations. We work closely with management teams and shareholders to develop the right strategy and ensure that the business is positioned effectively for investors.

Our support can include advising on IPO readiness and transaction structure, developing the equity story and investment case, assessing valuation and market positioning, reviewing governance and capital structure, supporting the preparation of investor materials, and helping management prepare for engagement with the capital markets.

Where a transaction involves brokers, global coordinators, legal advisers or other capital markets specialists, we act as an independent adviser to the company or its shareholders, helping coordinate the process and ensuring that key strategic and financial considerations remain aligned with the client's objectives.

Our sector expertise in Aerospace, Defence and Industrials enables us to bring a detailed understanding of the businesses we advise, their competitive positioning and the factors that matter most to investors. This is particularly valuable for specialised businesses where communicating the technology, market opportunity and long-term value proposition is critical to achieving the right market positioning.