One chance at a first impression

Overview

The bar for listing a new investment company remains incredibly high. Pre-requisites for success include a compelling and differentiated investment strategy, outstanding management credentials, proven track record and an attractive pool of acquisitions that can be acquired in the near term.

In order to maximise the potential of these essential characteristics and meaningfully contribute to the success of an investment company IPO, a carefully planned and proactive PR campaign is required to target the full expanse of investor targets.

Having the experience of so many successful investment company launches, as well as our considerable sector expertise, provides Burson Buchanan with the insight to advise on a broad aspect of the flotation process and support as a sounding board to our clients.

This advisory includes strategic counsel, careful crafting of the investment thesis, intermediary engagement and company announcements – not least the critical ‘intention to float’ declaration and IPO roadshow material.

IPOs

May 2023
Ashoka WhiteOak Emerging Markets Trust:
£30.5m raised;
Broker Ellora Partners

November 2021
Life Science REIT:
£350m raised;
Brokers Panmure Gordon and Jefferies

May 2021
Aquila Energy Efficiency:
£100m raised;
Broker Peel Hunt

May 2021
Taylor Maritime Investments:
$253.7m raised;
Broker Jefferies

December 2020
Schroder BSC Social Impact:
£75m raised;
Broker Winterflood

November 2020
Round Hill Music Royalty Fund:
$328.5m raised including follow-on placing;
Broker Cenkos

November 2020
Schroder British Opportunities Trust:
£75m raised;
Broker Peel Hunt

December 2019
Octopus Renewables Infrastructure Trust:
£350m raised;
Broker Peel Hunt