The project management of a transaction involves the successful co-ordination of a multi-disciplinary team. The project office function typically involves tasks such as:
- Establishment of a data room, including protocols, data quality review, population of the room and ongoing management
- Communication with internal team members and external advisers
- Maintenance of overall deal timetable, including monitoring of key milestones and dates
- Assistance with the preparation of management presentations
- Establishment of protocols for Q&A process and ongoing management of it
- Establishing team and communication protocols
- Managing team meetings, agendas and action items
- Managing key issues logs
- Maintaining transaction cost budgets
The IPO process includes the following additional steps:
- Co-ordination of Prospectus preparation
- Co-ordination with ASX as required
A dual track process combines elements of an IPO and a trade sale (sell side support) in a co-ordinated fashion to minimise duplication.