Exploring exit options or facing an Initial Public Offering (IPO) in Sweden or the US. Our experts ensure quality throughout all phases of the transaction. We work closely together with our clients on transactions such as IPOs, list changes, restructurings, acquisitions, divestitures and spin-offs. We perform IPO readiness assessments, support with gap closing activities e.g. within financial reporting support, corporate governance, risk and internal controls, IT governance and provide sustainability reporting expertise.
Our experts prepare clients for IPOs and create sustainable strategies to ensure Capital market readiness before and post the transaction. As part of KPMG’s global network, we help companies both nationally and internationally with multinational teams, assisting both large corporations and growth companies.
IPO and ESG Readiness
Is your company preparing for an IPO or facing increasing ESG and sustainability requirements? We offer one of the market’s broadest portfolios in IPO and ESG readiness, focusing on customized and integrated services based on your company’s specific needs.
With our expertise and dedicated team, we are a reliable partner for a successful IPO and a strong presence in the capital market. The close collaboration with stock exchanges, investment banks, legal and financial advisors allow us to achieve optimal results and ensure smooth processes.
In case of disruptions in critical financial processes, we support your business in all steps from impact analysis to testing, and approval of continuity and disaster recovery plans.
Through risk analyses, internal control frameworks, company specific policies and documents, we help ensure effective risk management.
Our sustainability experts help with sustainability efforts, such as reporting and double materiality assessments (DMA).
Whether your company is heading towards a regulated or a growth market, we recommend starting with an IPO readiness analysis. We conduct a gap analysis based on regulations, and our established methods. You will receive a report outlining rules, observations and recommendations, along with a detailed action plan aligned with your timeline. In addition, we also provide insights based on the analysis to close any potential gaps.
We assist in designing and documenting effective IT governance, including policies, decision-making, responsibility allocation and IT environment monitoring. Additionally, we also help design and implement general IT controls (GITC).
For listings on regulated markets in Sweden (Nasdaq Stockholm Main Market), we provide listing audits and report to Nasdaq Stockholm’s Corporate Committee. We work proactively with frequent check-ins to avoid surprises late in the process.
Deal Accounting
Our team is a reliable partner, offering a wide range of advisory services to ensure accurate and high-quality financial reporting. We provide expert guidance on transaction-related accounting issues, tailored to meet the unique needs of both private and public companies. Our services include support in preparing financial reports for IPOs and M&A transactions, GAAP conversions, restructurings, spin-offs (carve-outs) and more.
As part of our services linked to acquisition and divestitures, we assist with preparing opening balances, combined financial statements for mergers, and seller disclosures such as profit/loss from sales, discontinued operations and proforma figures.
Our team provides comfort letter support, including assisting in the dialogue with stakeholders and preparing documentation for your auditor. For companies targeting qualified U.S. investors in an offering, we provide comfort letters under Rule 144A, as well as those required for U.S. listings.
We help prepare selected financial information, equity and debt tables and complete historical financial information (F-pages).
If your company needs to change accounting standards during a transaction, we can help with gap analysis, finding and documenting differences from current accounting principles. Additionally, we can prepare opening balances and financial statement templates. We also provide staff training.
We offer support in preparing pro forma financial statements for companies involved in acquisitions or IPOs, including text, pro forma income statement(s), balance sheets and notes.
We provide guidance on financial information requirements in prospectuses, including working capital statements, net debt and capitalization. We also help prepare financial reports, key figures, segment information and support in the dialogue with financial advisors and legal counsel.
Our sustainability specialists help with all aspects of sustainability reporting, from preparation and implementation to reporting.
US Capital Markets
We proudly serve as your strategic partner, specializing in audits for companies listed or aiming to list in the US. Our ability includes Swedish subsidiary audits and international audits, aligning with global standards and IFRS.
Beyond auditing, we offer strategic financial advisory services, including white papers and risk control frameworks for seamless SOX compliance. Our Nordic collaboration brings innovative perspectives to US-related audits. Well-versed in PCAOB, SEC, SOX and AICPA standards, we stay ahead of regulatory changes to deliver tailored solutions for success in the US capital markets.
We primarily assist our clients' finance functions with financial statement preparation (accounting conversions and addressing transition complexities) and provide both pre- and post-deal support for US SEC listings. We help your financial reporting teams navigate complexities and ensure a smooth transformation to meet increased compliance requirements for US listings.
To help your company prepare for the US capital markets, we offer IPO readiness gap analysis services and assess your financial reporting and internal controls to find any gaps and provide recommendations for improvement.
We provide PCAOB audit uplift services for companies with a clear intention of going public or already listed in the US. We help you ensure that your financial statements meet regulatory requirements and follow PCAOB standards.
Our team offers comfort letter support, including assisting in the dialogue with stakeholders and preparing documentation for your auditor. We are specialized in both 144A comfort letters and comfort letters in connection to US listings.
Digital Capital Markets
Our Digital Capital Markets is a cross division dedicated to support each Capital Markets business area with cutting-edge technology and automation solutions to enable internal and client delivery. Digital offers comprehensive services that include AI risk assessment, AI transformation, regulatory compliance, and continuous monitoring. Digital Capital Markets expertise extends to third-party and tech assurance, risk management, and the establishment of robust internal and IT controls.
The team specializes in PCAOB IT audit uplift from an internal and external audit perspective, the design and implementation of effective control frameworks including the ongoing testing of design and operating effectiveness of control frameworks. Leveraging Digital Capital Markets expertise help organizations build resilience, ensure compliance, and drive innovation. The commitment to excellence and proactive approach to addressing emerging challenges makes Digital Capital Markets a trusted partner in the digital transformation journey.
