The Capital Markets Advisory Team
What we do
CFGI的资本市场顾问团队拥有丰富的经验和专业知识来指导您的公司成功进行首次公开募股(IPO), alternative public offering (APO), reverse acquisition or recapitalization, de-SPAC transaction or follow-on offering. CFGI已经在多个行业完成了数百笔资本市场交易. 我们的方法考虑了公共融资或SEC注册的所有常见元素，同时保持足够的灵活性，以适应出现的任何独特挑战.
The CMA team not only brings years of experience to the table, 但也要努力跟上最新的监管发展. 面对美国证券交易委员会(SEC)的审查是上市公司经历的最具挑战性的过程之一. With the ability to operate anywhere, CFGI让您安心，因为您知道每一个可能的挑战都已通过对细节的仔细关注得到解决.
What is the CFGI difference?
凭借四大会计师事务所的经验，CFGI能够熟练地处理IPO流程的各个方面. We don’t just go through the motions. 我们的团队成员都是对市场有见地看法的主题专家. When you choose to partner with us, you get:
- Technical competency.
- Quality of service.
- Dedicated team members.
- Flexibility and scalability.
- Cost-effective solutions.
Support at every stage of the company lifecycle
不管你是刚刚开始考虑IPO还是已经快到最后期限了, CFGI’s CMA team is here to help. 我们的亚博电子游戏网站范围从未计入收入的初创公司到财富100强上市公司. 我们经历了这一切，我们拥有知识和技能来克服新的挑战.
我们可以帮助企业克服IPO之前、期间和之后的任何障碍:
Additionally, 我们的团队随时准备为您提供交易和估价服务, tax services and system implementations. If your company doesn’t yet have a financial team in place, CFGI还可以提供临时角色支持——因此您可以立即利用前沿技术专长.
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Meet the team
April Coleman, Partner
April leads CFGI’s capital markets practice. She assists her clients with accounting and SEC reporting matters, enabling them to successfully navigate complex transactions, including IPOs, APOs, reverse acquisitions and recapitalizations, de-SPAC transactions and business combinations. 阿普丽尔是SEC报告的主题专家，重点关注融资和并购&在其他会计技术领域也有丰富的经验.
4月拥有超过20年的经验，为公司提供SEC事务方面的咨询，并支持资本市场交易. Prior to joining CFGI, April worked for PwC and the U.S. Securities & Exchange Commission’s Division of Corporation Finance, 以及一家上市软件公司和一家即将上市的医疗设备公司.
April Coleman
Partner
April leads CFGI’s capital markets practice. She assists her clients with accounting and SEC reporting matters, enabling them to successfully navigate complex transactions, including IPOs, APOs, reverse acquisitions and recapitalizations, de-SPAC transactions and business combinations. 阿普丽尔是SEC报告的主题专家，重点关注融资和并购&在其他会计技术领域也有丰富的经验.
4月拥有超过20年的经验，为公司提供SEC事务方面的咨询，并支持资本市场交易. Prior to joining CFGI, April worked for PwC and the U.S. Securities & Exchange Commission’s Division of Corporation Finance, 以及一家上市软件公司和一家即将上市的医疗设备公司.
David Horn
Managing Director
David是董事总经理，拥有超过24年的经验，为各种规模的上市公司和私营公司提供会计和财务报告咨询服务. 他是SEC报告的主题专家，在复杂的资本市场交易方面拥有丰富的经验, including debt and equity IPOs and mergers. He assists clients with IPO and merger readiness, navigating complex and routine SEC reporting matters, 理解并执行快速变化的SEC规则和法规, 准备预批准信函，并帮助亚博电子游戏网站回复SEC的评论信函.
Prior to joining CFGI, David spent 24 years at Deloitte, 在斯坦福德的会计和报告服务部门工作超过12年, Connecticut, as a subject matter expert in SEC reporting. David还在德勤底特律审计部门担任了12年的高级经理.
Kelly Provost
Partner
As national leader of the life sciences capital markets practice, Kelly拥有超过13年的会计和咨询经验，主要为生命科学领域的亚博电子游戏网站服务, biotech and med device industries. 在担任CFGI生命科学资本市场专家期间，凯利在该亚博电子游戏网站不断加深.
凯利的知识和经验扩展到生命科学旅程的所有阶段:
- IPO readiness.
- SEC reporting.
- Stock-based compensation.
- Cheap stock.
- Technical accounting.
- Stock splits.
Ray D’Eon
Director
Ray is a Director with CFGI’s capital markets practice. He assists clients with audit and IPO readiness projects, 帮助他的亚博电子游戏网站成功转型为上市公司. 他为亚博电子游戏网站提供与各种交易相关的会计和报告建议, including IPOs, reverse mergers, SPAC transactions, carve-outs and business combinations. 他还具有满足在加拿大证券交易所和澳大利亚证券交易所上市的亚博电子游戏网站的财务报告要求的经验.
雷作为证券交易委员会报告的主题专家有超过15年的经验, earnings-per-share and stock-based compensation. Prior to joining CFGI, he worked in the audit practice of Ernst & Young, as well as for a publicly traded consulting firm.
Chris Brandes
Director
Chris is a Director with CFGI’s capital markets practice, 为各行各业各种规模的上市公司和私营公司提供复杂的会计咨询服务. 他与亚博电子游戏网站密切合作，为他们进入资本市场做准备. This work includes preparing required filings, such as registration statements, as well as assessing and implementing reporting process changes. 在加入CFGI之前，Chris在德勤的新兴增长公司业务部门工作，积累了丰富的IPO经验.
He works to guide companies in planning their unique path to an IPO. This includes identifying critical milestones, meeting SEC reporting requirements, addressing SEC comments, 执行SOX法规遵从性评估，并进行业务和欺诈风险评估.
Daiva Kazlauskas
Director
Daiva拥有超过20年的国内外咨询和外部审计经验. 她的经验包括在美国证券交易委员会报告问题和各种技术会计问题上为公司提供咨询.S. GAAP and IFRS, including complex accounting areas such as business combinations, divestitures (carve-outs and spin-offs), consolidations, 可转换债务和基于股票的支付以及SEC的各种事务, including initial public offerings and secondary security offerings.
在加入CFGI之前，Daiva是普华永道CMAAS集团的董事，在那里她专注于美国.S. GAAP to IFRS conversions and capital market transactions. Prior to joining PwC, 她在德勤美国的保险和资本市场业务部门工作了12年.S. and Greece, serving U.S. domestic and international clients.
