Convertible Debt Planning for a Public Listing Pathway

A technology business preparing for a planned public listing required disciplined capital planning while assessing non-dilutive funding options compatible with future public-market expectations.

• Transition from private operations to public-market standards
• Cross-border considerations and evolving expansion plans
• Need to assess debt instruments that would not constrain future listing outcomes
• Preserving flexibility while capital strategy decisions remained under evaluation

Capital structuring adviser, focused on debt strategy and listing-compatible capital planning.

• Advised on capital structuring considerations relevant to a future public listing
• Assessed the suitability of convertible notes as a potential funding instrument
• Provided ongoing strategic input on how debt decisions interact with longer-term listing objectives
• Ensured capital planning remained disciplined, non-dilutive, and optionality-preserving

• Clear framework established for assessing convertible debt as part of listing preparation
• Capital structure aligned with future public-market positioning
• Management able to progress listing preparation with a coherent, debt-led capital strategy under consideration