Webinar: Initiating Your IPO Journey – Key Steps to Successfully Get Started
January 22, 2025 | 12 – 1 PM EST
Webinar: Initiating Your IPO Journey – Key Steps to Successfully Get Started
Explore the foundational pathways for transitioning to public markets, including traditional IPOs, SPAC mergers, and reverse mergers with public shell companies.
Understand the critical early steps to evaluate your company’s readiness for a public transaction, such as determining if a public exit aligns with your strategic goals, identifying a core advisory team to guide the process, and establishing a realistic timeline for execution.
Attendees will also gain valuable insights into the advantages of remaining private, including maintaining control over decision-making, avoiding the significant costs and regulatory burdens of public markets, and focusing on long-term growth without the distractions of quarterly earnings reports.
This session is set at an Intermediate level, with no prerequisites or advanced preparation required, and attendees will earn 1 CPE credit for their participation, making it a valuable opportunity for professional development while gaining actionable insights to guide strategic decisions. If you are unable to attend, please note that CPE credit will not be awarded. In the event of a cancellation, an email notification will be sent to all registered participants. For any complaints about the course or its content, please contact Danielle Dietrich, Partner of Human Resources & Administration, [email protected] or (973) 575-1565.
DLA, LLC is approved by the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Watch the Webinar on-demand now.
Presenters:
Joseph Bakutes
Managing Director, Accounting Advisory
Joseph Bakutes is a Managing Director in DLA’s Accounting Advisory practice, where he guides companies through all stages of the corporate lifecycle. His expertise includes US GAAP, internal and external audits, internal controls, PCAOB standards, policies and procedures, system conversions, financial reporting, treasury management, and financial risk management. He also helps organizations re-engineer accounting and financial processes and implement advanced reporting and monitoring tools. Previously, Joseph was a Senior Manager in Deloitte’s Audit and Accounting and Reporting Advisory practice, where he advised clients on implementing and interpreting new technical accounting standards and managing complex transaction structures.
Nathan Cali
Managing Partner, Noble Capital Markets, Inc.
Nathan Cali is a Managing Partner at Noble Capital Markets, Inc. Nathan Cali has more than 18 years of Capital Markets experience. He has been a lead Managing Director/Head of the Investment Banking and Advisory franchise at Noble since 2017 and, was previously a sell-side equity analyst for 9 years. Mr. Cali is a Board Member of Precise Bio, a tissue engineering, biomaterials, cell technologies, including, cardiology, orthopedics, and dermatology. Mr. Cali has been quoted in most business journals including Reuters and the Washington Business Journal for his work as a sells-side analyst. Prior to joining NOBLE, Mr. Cali gained investment experience as a portfolio account analyst/manager at Franklin Templeton Investments. Mr. Cali started his corporate career at Andrx Corporation, a public company. Mr. Cali holds a B.S. in Finance from The Florida State University and an M.B.A. in Finance and an MBA in Real Estate Development from Nova Southeastern University. Nathan also currently holds series 7, 79, 86, and 87 FINRA designations.