IPO Coordination for Private Equity Owned Company


Create liquidity for private equity sponsors, pay down debt, ensure capital resources for future M&A and expand employee stock ownership for private equity owned healthcare services company


  • Participated in all preliminary and virtual investor meetings and provided feedback to management team
  • Worked with listing exchange to leverage their IPO services and resources
  • Provided disclosure training for management team
  • Coordinated with General Counsel and outside SEC counsel to review governance policies and documents
  • Managed process of creating and launching new SEC compliant IR section of website and refreshing corporate site
  • Conducted weekly communications team meetings with IR, marketing, public relations and legal team leaders to ensure alignment and consistency


  • Priced successful IPO in November 2020
  • IPO size – $1.1 billion
  • Current market cap -$5.3 billion
  • Nine analysts initiated coverage with buy ratings
  • Supported creation of IR infrastructure and processes
  • Assisted with hiring of VP, IR