Confidential RTO Assessment
A structured review of whether a Reverse Takeover is realistic for your company — and what preparation it would require if it is.
An Honest Answer, Early
Most companies that approach us want to know whether a Reverse Takeover is possible. The more useful question is whether the company would survive the process — the diligence, the disclosure, the cost, and the obligations that follow — with its business and its management team intact.
The assessment answers that question. It produces a clear view of readiness, the specific gaps that would need to be closed, and a realistic sense of timing. Where the answer is that a company is not ready, we say so and explain what would change it.
The assessment is not an approval, an offer, or an indication that a transaction is available.
Where the Assessment Sits
A Reverse Takeover is a transaction in which a private company becomes publicly traded through a combination with an existing public company or listed shell. Our work sits at the second stage, and shapes the third.
What the Assessment Covers
Corporate Readiness
Jurisdiction, group structure, share register, shareholders' agreements, related-party arrangements and the documentation supporting each.
Financial Readiness
Reporting standard, audit status, revenue quality, cash position, burn rate, debt and the likely effect of first-time audit on reported figures.
Asset and IP Position
Ownership of intellectual property, licences, patents and — in resource sectors — title and the status of technical reporting.
Ownership Transparency
Ultimate beneficial owners through every intermediate entity, nominee arrangements, and screening against sanctions exposure.
Management Capability
Public-company experience, governance capacity, board composition and the plan for acquiring what is missing.
Investment Narrative
Whether the company can articulate a reason for public status that survives a sceptical reading, and evidence its claims.
Preparation Budget
Whether the resources exist to fund legal, audit, technical and corporate work before any transaction closes.
Post-Transaction Viability
Whether the company could meet continuous disclosure and reporting obligations, and function credibly as a public business.
What You Receive
For every company assessed
- A readiness verdict across each dimension reviewed
- The specific gaps identified, in order of consequence
- A realistic view of the timeline implied by those gaps
- A clear statement of whether the company falls within our current mandate
For selected companies
- An individual RTO preparation roadmap, sequenced by priority
- Advisory support through that preparation
- Introductions to relevant professional market participants
- A defined view of what would need to be true before a transaction process began
Preliminary Score, or Full Application
RTO Readiness Score
Fourteen questions, answered in a few minutes, returning an indicative band: Early Stage, Preparation Required, or Potential Candidate. Informational only — not an approval or an offer.
Take the assessment 02Confidential Application
The full six-part application covering company information, product, financials, ownership, RTO interest and supporting documents. Reviewed by our team against our current mandate.
Submit your companyReady to Take Your Company Public?
Submit your company for a confidential assessment. We will tell you plainly whether a Reverse Takeover is realistic for your stage — and what the pathway would look like.
Confidential assessment · Selective admission · No obligation