In association with

#IPOready#StrategicFinance

Preparing you for success

Listing your company on the stock exchange delivers:

• Access to capital for growth and expansion

• A liquid market for your shares

• Capital to fund acquisitions

• Enhanced company profi le and status with all stakeholders

• Increased employee performance and motivation through incentivised share schemes

• An independent valuation of the company’s business

€24bn funds raised by companies on the ISE from 2007-2016

YES if you want to:

✔ Get your business investment ready

✔ Perfect your investment pitch

✔ Build a network of advisors, business executives and investors

✔ Raise strategic fi nance

David Walsh CEO, Netwatch Systems

“#IPOready was instrumental to Netwatch in our fund raising efforts. It gave us a deep insight into the funding ecosystem and fund raising process. The modules focusing on pitching to investors helped us to craft an investor pitch with the correct value proposition for our strategic partners. I would recommend #IPOready to every company looking to raise strategic fi nance.”

IS THIS PROGRAMME FOR YOU?

ISE #IPOREADY 1

ISE #IPOREADY 3ISE #IPOREADY2

PROGRAMME OVERVIEW

Objectives

Finance is the fuel for scaling your business. Achieving the right fi nance mix for your business is critical to enabling expansion and growth.

This Programme will give you a comprehensive understanding of how to raise strategic fi nance, what the different options available are and what is the best mix for the growth of your business.

It will help you understand the demands of different investor types (private equity, VC and public market) and help you to prepare your business to deliver to those expectations.

Upon completion you will have a clear understanding of what steps you need to take to ensure that your business is ready to get the best out of any fund raising exercise – be it IPO or not – and how to successfully engage and build relationships with investors.

Expert Advisors, Investors and Mentors

This Programme is delivered by a combination of corporate advisory and investor practitioners from home and abroad, ISE senior executives, leading public company executives, and entrepreneurs. The Programme will be underpinned with executive mentoring and networking opportunities. Participating companies will also have one-to-one contact with the Ireland Strategic Investment Fund (ISIF) investment team.

Ireland Strategic Investment Fund Support

The Ireland Strategic Investment Fund (ISIF) is a sovereign development fund with a mandate to invest commercially in support of economic activity and employment in Ireland. ISIF is committed to supporting the scaling of Irish enterprise and the development of a strong IPO pipeline. ISIF has joined #IPOready as a Programme partner. Participant companies will have one-to-one contact with ISIF during the Programme. In addition, ISIF will consider investing in participant companies who subsequently progress to undertake an IPO.

Outcomes

At the end of this Programme you will:

• Understand the capital markets, strategic fi nancing options and which options might work best for your company

• Understand the fund raising/IPO process and the roles of all of the parties involved

• Have developed your equity story and pitched it to investors

• Appreciate the obligations of a public company and good investor relations

• Have a network of investors, advisors, entrepreneurs and investment mentors

Schedule

• Launch events

• Dublin – No. 6 Kildare St – Tuesday 09 May

• Galway – The G Hotel – Thursday 11 May

• Cork – The River Lee Hotel – Friday 12 May

• Applications submitted to the ISE by Friday 16 June 2017

• Programme, to be delivered in three phases, commences in September 2017 and ends in December 2018

MENTORS

MENTORS

COMPANY

ISE EXECUTIVES

€

PLC EXECUTIVESENTREPRENEURS

INVESTORS

INVESTOR RELATIONS/ PR ADVISORS

LEGAL ADVISOR

REPORTING ACCOUNTANT

ADVISORS/ BROKERS

THREE PROGRAMME PHASES

SEPTEMBER TO DECEMBER 2017

MENTORING MENTORINGMENTORING

THREEPROGRAMME PHASESPHASE 1 | PHASE 2 | PHASE 3

DAY 1

Strategy & structure for

growth

Leadership & governance for

scaling

DAY 2

Developing your equity story

Scaling through acquisition

Welcome & programme

overview

Key partners

Learning from successful fundedIrish companies

DAY 1

Getting your company

investment ready

DAY 2

Building your fi nancial model

Valuing your company

Equity pitch to panel

of investors

INDUCTION DAY21 SEPTEMBER

MODULE 1 10/11 OCTOBER

PITCH DAY30 NOVEMBER

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PHASE 1 PREPARING | DEVELOPING | BUILDING

Phase 1 will focus on getting your company investment ready, encompassing key topics such as your business plan, leadership, governance, fi nancial model and company valuation. It will also include a module on acquisitions – rationale and process which is a key tool for strategic growth. It will run over four months with an induction day in September 2017. It will be delivered in two sets of two-day modules by ISE executives, advisors, industry experts and leading company executives.

Each participating company will be supported by a mentor with substantial fund raising experience to assist in the preparation of your equity pitch. This phase will complete with the presentation of your equity pitch to a panel of investors.

During phase 1 each participating company will have a one-to-one meeting with the ISIF investment team to assess your business plan and fi nancing requirements.

• Prepare your company to be investment ready• Develop your business strategy and equity pitch • Build your fi nancial model and valuation metrics

Phase 1 will focus on building your core knowledge to enable you to:

MODULE 2 7/8 NOVEMBER

InvestorsInvestorsCommunicationCommunicationCommunication

Communication

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TrainingTraining

PitchPitchPitch

Valuation

Advisors

Expert

#StrategicFinance#StrategicFinance#StrategicFinance#StrategicFinance#StrategicFinance

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Pitch

#StrategicFinance#StrategicFinance#StrategicFinance

#StrategicFinance#StrategicFinanceValuationValuationValuation#StrategicFinanceValuationValuationValuationExpertExpertExpert

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#IPOready

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Pitch

JANUARY - JUNE 2018

• Identify strategic fi nancing options most suited to you

• Understand capital markets and the strategic fund raising process

• Strengthen your equity story and prepare for investor presentations

• Pitch your equity story to international investors

• Network with the international advisor community

• Access international capital market networks

Phase 2 will focus on enabling you to: Phase 3 will concentrate on the delivery of your investor presentation which will enable you to:

MENTORING MENTORING

PHASE 2IDENTIFYING | UNDERSTANDING | STRENGTHENING

PHASE 3PITCHING | NETWORKING | INTERNATIONALISING

Phase 3 will incorporate a trip to New York City to meet with US advisors, pitch your equity story to a panel of US investors and meet US stock exchanges.

DAY 1

Strategic fi nancing options

DAY 2

Assessing strategic fi nance options

Investor relations

DAY 2

Capital markets

Life as a listed company

DAY 1

IPO/fund raising process

Role of advisors

Equity pitch to panel

of investors

Phase 2 will focus on evaluating the different strategic fi nancing options available and identify the one most suitable to your company. It will also outline the fund raising process and managing investor relations. It will be delivered in two sets of two-day modules by ISE executives, advisors, investors, industry experts and leading company executives.

During this phase each participating company will continue to be supported by a mentor with substantial fund raising experience to assist in the refi nement of your equity pitch. This phase will complete with the presentation of your equity pitch to another panel of investors.

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MODULE 330/31 JANUARY

MODULE 413/14 MARCH

PITCH DAY24 MAY

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WHAT PREVIOUS PARTICIPANTS SAID

Dr. Conor McCormackCEO, Mcor Technologies

“The opportunity to network with and learn from advisors and leaders of companies who have already achieved scale and accessed capital markets has been one of the key benefi ts of the programme.”

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CAN MY COMPANY TAKE PART?

Your company can take part in the Programme if:

• It has a proven track record and operates in a high growth sector with potential to accelerate growth

and if:

• You want to understand and prepare for large scale strategic funding options

• You want to network with other ambitious companies that are scaling and innovating

• You want to build a network of top advisors, investors, entrepreneurs and mentors who have experience in accelerating and funding the growth of large scale companies

• You have good prospects for future international growth and realistic plans to achieve it

• You have a strong, ambitious and committed management team

Your company is eligible if:

• It is revenue generating, (at least €5 million heading to €10 million)

• It can demonstrate a track record of growth and future potential

• It can commit the senior team (Chair/CEO/CFO or other agreed senior executive/s) for the period of 15 months

You can apply by:

• Completing an application form available from www.ise.ie/Products-Services/IPOready or Orla O’Gorman, Head of Equity, orla.ogorman@ise.ie, +353 1 6175130. All completed forms should be returned to Orla by 16 June 2017 who will also be happy to address any queries you may have

You are accepted if:

• The selection committee comprising of representatives from the ISE, Enterprise Ireland, and the Ireland Strategic Investment Fund approves your application

Your fee is:

• €17,500 for two agreed senior executives from each company. The fee covers all training, mentoring and course material

Justin KeatingeCo-founder, Version 1

“The IPOready programme is a brilliant support and networking opportunity for companies interested in scaling their business. Over the course of the programme I have gained knowledge on raising capital, investor relations and business management not only from leading experts but also from my fellow participants on the #IPOready experience.”

Eoin GouldingCEO, Integrity360

“IPOs are often seen as an option for the big companies - #IPOready dispelled that myth for me. The programme gave me a comprehensive understanding of all funding options and provided me with a better understanding of where an IPO can deliver for ambitious growth companies. One of the best aspects of the programme was getting the insights of founders who brought their companies to the market and getting their perspective on how it delivered and continues to deliver to their capital needs.”

Karl FlanneryCEO, Storm Technology

“Storm has benefi tted tremendously from this programme, in terms of the excellent course material, mentoring and particularly the network we have been able to connect with in the fi nancial community. We expect our participation to pay dividends as we scale the company.”

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THE PROGRAMME PARTNERS

THE IRISH STOCK EXCHANGE (ISE)

...is one of Europe’s leading, independent exchanges, with more than 4,000 issuers from over 85 countries worldwide listing some 35,000 securities on our markets. The ISE delivers an international gateway to investors in Europe, North America and beyond.

www.ise.ie

ENTERPRISE IRELAND

...works in partnership with Irish enterprises to help them start, grow, innovate and win export sales in global markets. As a government organisation, we are responsible for the development and growth of Irish enterprises in world markets. In this way, we support sustainable economic growth, regional development and secure employment.

www.enterprise-ireland.com

IRELAND STRATEGIC INVESTMENT FUND (ISIF)

...managed and controlled by the National Treasury Management Agency (NTMA), is an €8 billion sovereign development fund with a unique mandate, which is to invest on a commercial basis in a manner designed to support economic activity and employment in Ireland. The Fund differs from other sources of capital with a long investment time horizon enabling the Fund to act as a patient source of capital. Additionally the Fund has signifi cant fl exibility with regards to the form of capital it can provide. The Fund is a strategic investor utilising its strong connections across both the private and public sectors, making it an attractive “investor of choice” for company and project sponsors and advisors.

www.isif.ie

>85COUNTRIES WITH ISSUERS ON ISE

MARKETS

>4kISSUERS

THE ISE AT A GLANCE

WHY GLOBAL COMPANIES LIST ON THE ISE

Increased shareholder diversity through access to European investors

World-class trading platform enables access to international distribution networks

Proven dual listing with UK, North American and other EU countries enables streamlined regulation, documentation and reporting

Accessible expert team

Competitive fees

Option to trade in euro, sterling and dollar

3 equity markets delivering choice for companies

>35kSECURITIES ISSUED

Contact Information

Questions about the ProgrammeOrla O’Gorman Head of EquityT +353 1 617 5130E orla.ogorman@ise.ieW www.ise.ie/Products-Services/IPOready

Irish Stock Exchange28 Anglesea StreetDublin 2, IrelandT +353 1 617 4200

www.ise.ie