IPO Services

3.3 trillion reasons
to choose us

Connor Group has supported over 260 companies in going public, for a combined valuation of $3.3 trillion.

Solving for IPO complexity with custom services

Business Advisors to Executives and Audit Committee

IPO best practices, strategies, trends, and statistics
Advise on accounting and reporting considerations
Finance related filing requirements (domestic, cross-border, Rule 3-05, pro forma, etc.)
SEC hot buttons and accounting developments
Advise on process and organization transformation

Public Company Readiness and Planning

Assessment of Public company readiness
IPO planning and project management
Insights into public company KPIs and metrics
Public company close and reporting
Internal controls and SOX considerations

Financial Statement and Accounting Readiness

SEC-compliant financial statements and footnotes
Technical accounting policies, memos, and analysis
Annual audit and interim review preparation and support
Proforma financial statements

Registration Statement Process

Drafting of F-pages, MD&A and other financial sections
Assistance with responses to SEC comments
Post-IPO support for 10-K, 10-Q, and technical accounting matters

Learn how to IPO from the experts

Signature Connor Group IPO events not to miss

2025 Bay Area IPO Summit

October 21 | Menlo Park, CA

2025 Bay Area IPO Summit

October 21 | Menlo Park, CA

Learn more

What our clients are saying

Multibillion-dollar Healthcare Company

Managing Director

“Connor Group recently supported our IPO with project management and accounting advisory, among other critical areas. The Connor Group team exceeded my expectations with leadership, organization, and expertise.”

Rohan Palekar

CEO, 89 Bio

"The IPO would not have happened without the amazing work of Connor Group and we are truly grateful for everything. As a management team doing an IPO for the first time, Connor Group’s help in guiding us and helping us through multiple challenges allowed us to get the filing done leading to a successful offering."

William D. Waddill

Fmr Sr. VP and CEO

“The Connor Group team provided the expertise needed to meet critical path timelines that others said were impossible to achieve. Working side by side with the company, their ability to quickly respond to reporting issues of our complex business allowed management to keep its focus on the transaction. I would not hesitate to use them again and highly recommend the professionals of Connor Group.”

Gabe Nacht

CFO

“Connor Group was an invaluable asset to Switch during our IPO process. Their experience in guiding companies through the process was tremendously helpful, and the quality of work and commitment from the Connor Group team was excellent. We were so impressed that we have continued to use Connor Group for special projects, and consider them an extension of our own accounting team.”

Some clients we've helped break through

20 years of IPO market leadership (and counting)

Top-tier experience
‍and legendary market share

We’ve helped more than 260 companies prepare for IPO, SPAC, direct listing, or reverse merger through our experience. Big 4 backgrounds, and SOX expertise.

Hit your target date
with confidence

Time is money. We make sure all accounting and reporting milestones are met so delays and surprises are avoided and valuations sustained.

Compress time to market,
‍when needed

IPOs take time, but we know what to do when an accelerated schedule is required. 20 years of intensive IPO work give us the experience to make the impossible possible.

Minimize SEC
comments

Surprise SEC comments can delay your IPO. We help you avoid issues, restatements, and material weaknesses that can derail timelines and valuations.

Case Study

Background

Cricut grew from $74 million in 2014 to $1.3 billion in 2021. In early June 2020, the company made the decision to go public through an IPO with a highly aggressive deadline for filing the first registration statement of Nov 11, 2020. They reached out to Connor Group for support.

‍

Solution

Connor Group was engaged to help quarterback the IPO project and help Cricut hit a timeline that many would have called impossible. The engagement included project management, helping Cricut through its PCAOB-level upgrade audits, assisting in identifying and recommending key process modification and SOX controls, and tackling previously intractable data issues.

‍

Results

Connor Group helped Cricut beat their target filing deadline by one day, in five months. Precision planning was key. The Connor Group project leader orchestrated bringing Connor experts in and out, as needed and at a moment's notice when inevitable surprises surfaced.

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Testimonial

“We went public in a very challenging IPO market on a timeline that was ultra aggressive. Had we not had Connor Group as our partner throughout the process, our timeline would have likely doubled.”
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- Marty Petersen, Former Cricut CFO, 2012-2022