62. How to prepare for an IPO

In this episode we discuss: How to prepare for an IPO. We are joined by Trecilla Lobo, Chief People Officer, board member, advisor, and mentor to other people leaders.

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We chat about the following with Trecilla Lobo:

• How can your organisation prepare early for the IPO journey, ensuring alignment across teams and addressing unique challenges in advance?
• What steps can you take to foster collaboration and effective communication among all stakeholders during the IPO process?
• How to address the cultural shifts and employee retention challenges?
• What strategies should be implemented to ensure compliance with regulatory requirements and adapt share schemes effectively for the post-IPO landscape?
• What does a clear and actionable post-IPO strategy look like for your organisation, and how will it guide long-term success?

References

• https://www.linkedin.com/in/trecillalobo
• https://resources.ledgy.com/ipo-readiness-playbook

Biography

People Leader with 20+ years of experience building, scaling, and transforming VC/PE backed companies (fintech, biotech, B2B, and B2C) through their people. With a strong track record of exits including IPO. I grew my career in the people function with listed companies and transitioned those skills to building companies with a strong scaling and transforming smaller high-growth tech companies across multiple locations from 100+ to 2,500+.

Experience of Fintech, Biotech and deep tech.

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Summary

20:18 What is unique about the IPO journey

21:04 What happens to the people after an IPO?

22:16 Key Work Streams in IPO Preparation

25:50 Post-IPO Challenges and Cultural Shifts

28:49 Preparing for Exit Events: IPO vs. Acquisition

31:00 Best Practices for Early IPO Preparation

39:33 Share options

40:40The Role of External Expertise in IPOs

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