IPO Playbook

A one-stop resource, with desktop references, guides, articles, and more, as you consider taking your company public.

The Latham US IPO Guide

An Insider's Guide to the IPO Process

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Public Company & Board Insights

Visit our hub for public companies and boards, which brings together trending topics, SEC and global regulatory developments, desktop references, guides, articles, and more.

The Latham Global IPO Guide

An Insider's Guide to a Global IPO

The Latham FPI Guide

Topics of most interest to foreign private issuers and their advisors when engaging in US capital markets transactions.

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Financial Statement Requirements for US Issuers

Guide to the financial statements required for US securities offerings.

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Financial Statements Requirements for Non-US Issuers

Guide for non-US issuers to the financial statements required for US securities offerings.

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Desktop Staleness Calendar

Calendar notes when financial statements go stale for issuers.

Words of Wisdom

Words of Wisdom documents some of the interesting US securities laws questions we have encountered.

LathamDrive

LathamDrive provides entrepreneurs, startups, and mature companies the tools they need to maintain momentum.

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Spin-offs Unraveled: Complex ‘IPOs’ With a Sophisticated Tax Overlay

Considerations when spinning off a business segment or division.

Latham and Deloitte’s 2024 US IPO Symposium at Nasdaq

Public company chief financial officers and private equity and venture capital leaders convened to discuss the IPO market outlook, late-stage capital raises, and leading practices for IPO preparation, including with respect to AI.

October 15, 2024 Webcast

The Road to IPO

Partner Rick Kline joins the Business Insider panel to discuss finance and legal strategies to prepare emerging companies for a new world of accountability and growth.

April 30, 2024 Resource

Demystifying Modern Convertible Notes — Revised Edition

The revised edition of our primer clarifies complex aspects of convertible notes, addressing regulatory, accounting, and investment strategy questions for public companies.

September 5, 2023 Article