Main content

Technical Advisory

  • Quarterly and annual SEC reporting
  • Development of reporting policies, processes and systems
  • Consolidation and variable interest entities (VIE)
  • Share-based compensation
  • Debt/equity with conversion and other embedded options
  • Carve-out financial statements
  • Derivative instruments and hedging activities
  • Foreign currency matters
  • Reverse mergers
  • Impairment tests
  • US GAAP to IFRS conversion

Equity & Debt Security Advisory

  • IPO readiness assessments
  • Preclearance letters
  • Identifications of predecessors/acquiring entities
  • Draft S-1 disclosures
  • Coordination of S-1 processes
  • Draft 3-05 financials
  • Pro forma financials
  • MD&A disclosures
  • Private placements
  • Coordination/drafting of comfort letters

New & Emerging Issues

  • Implementation of new and updated standards
  • Classification and measurement of financial instruments (embedded derivatives)
  • Preclearance letters
  • Identifications of predecessors/acquiring entities
  • Draft S-1 disclosures
  • Coordination of S-1 processes
  • Draft 3-05 financials
  • Pro forma financials
  • MD&A disclosures
  • Private placements
  • Coordination/drafting of comfort letters

Derivative Reporting

  • Embedded derivative analysis, derivative assessments and NPNS/own-use documentation
  • Policies and derivative disclosures

Contact Us Today

For more information, reach out to our leadership and we will initiate the introduction to our team to assess your requirements. 

Contact Our Leadership