Lean on us when it's time to take your company public.
The Pre-IPO Experience.
Let's chat about how we can help.
Connect with us
Help navigating special circumstances.
Every IPO is unique, and some involve specific transactions (think early lockup release, ESPP, or stock splits). Wherever you're headed, we can help you get there.

Resources for you.
-
Tune in to our podcast on pre-IPO topics.
Hear plan administrators unpack the complex world of IPOs.
-
Learn how we work with IPO companies.
Dive deeper into the steps we take to guide companies like yours toward their public offering.

#1 Client recommended
Charles Schwab received the highest client loyalty rating for administrative service and the second highest overall satisfaction and value rating from Group Five. Group Five provides independent data and expert advice for improving performance in the equity compensation space. Read the full press release.