Path to Public Webcast Series

Path to Public

October 12, 2023
Event details
October 12, 2023
11:00 – 11:30 am Pacific Standard Time

Event summary

11:00 – 11:30 am PDT | 12:00 – 12:30 pm MDT | 1:00 – 1:30 pm CDT | 2:00 – 2:30 pm EDT

In this three-part virtual series, Mike Bellin, IPO services leader at PwC, sat down with fellow advisers and industry experts to discuss the latest capital market trends and initial public offering (IPO) readiness considerations. From preparing your human resources and operations to scale to understanding how non-GAAP (generally accepted accounting principle) measures and key performance indicators (KPIs) can impact your equity story, this series provided valuable insights to help you navigate the capital markets and ensure a successful IPO journey.

Featured episode

FPI and Non-GAAP Measures

Companies pursuing an IPO have used non-GAAP measures (NGMs) and other metrics to develop effective equity stories, but not all NGMs are created equal. In addition, companies across the globe continue to express interest in the US capital markets as a listing venue.

Cooley partners David Peinsipp and Natalie Karam, along with Scott Feely, SEC services partner at PwC, discussed the use of non-GAAP metrics and KPIs, the latest Securities and Exchange Commission comment letter trends and the potential advantages of the foreign private issuer designation.


For more information, please email Aimee Nguyen.

This content is provided for general informational purposes only, and your access or use of the content does not create an attorney-client relationship between you or your organization and Cooley LLP, Cooley (UK) LLP, or any other affiliated practice or entity (collectively referred to as “Cooley”). By accessing this content, you agree that the information provided does not constitute legal or other professional advice. This content is not a substitute for obtaining legal advice from a qualified attorney licensed in your jurisdiction and you should not act or refrain from acting based on this content. This content may be changed without notice. It is not guaranteed to be complete, correct or up to date, and it may not reflect the most current legal developments. Prior results do not guarantee a similar outcome. Do not send any confidential information to Cooley, as we do not have any duty to keep any information you provide to us confidential. This content may be considered Attorney Advertising and is subject to our legal notices.