The Silicon Valley Podcast

EP 295 IPOs, SPACs, Uplisting & Taking a Company Public with Shari Mager KPMG  U.S National Capital Markets Readiness Leader

What does it really take to prepare a company for the public markets?

On this episode of The Silicon Valley Podcast, we sit down with Shari Mager to explore the complex process of going public, from identifying red flags and selecting the right path to navigating uplistings, SPAC transactions, PIPE financing, and the accounting challenges associated with digital assets.

Shari shares her perspective on what companies should be thinking about before pursuing a public listing and why an IPO should be viewed not as the finish line, but as an important milestone in a company’s broader growth strategy.

In This Episode

  • The biggest red flags companies encounter when preparing to go public
  • The different paths companies can take to access the public markets
  • The advantages and disadvantages of IPOs, SPACs, and other listing approaches
  • Considerations for international companies pursuing a U.S. listing
  • Why having the right “quarterback” and advisory team can be critical
  • Why Bitcoin treasury strategies are attracting SPAC interest
  • Accounting and tax considerations surrounding digital assets
  • What a PIPE is and why it is often important to SPAC transactions
  • The difference between completing an IPO and successfully operating as a public company
  • What leadership teams should prepare for after going public

About Shari Mager

Shari Mager brings experience in advising companies navigating complex financial, accounting, and public-market considerations. In this conversation, she provides insight into the preparation, decision-making, and professional support required when a company moves from private markets into the public arena.

Connect with Shari:
Shari Mager on LinkedIn

Disclaimer: The views expressed in this podcast are for informational purposes only. They do not constitute financial, legal, tax, or investment advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. Discussions regarding IPOs, SPACs, PIPEs, uplistings, digital assets, public companies, valuations, or other financial matters are for informational and educational purposes only and should not be construed as a recommendation, solicitation, or offer to buy or sell any security. Listeners should conduct their own due diligence and consult with qualified legal, tax, accounting, and financial advisors before making any investment or business decision.

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