Initial Public Offerings (IPOs)

Squared Financial is a wealth manager that provides Initial Public Offering (IPO) opportunities to private and corporate clients. The flow of such products varies but covers a range of sectors.

For investors who favour less speculative investments with a generally shorter time horizon with a clear exit strategy – Initial Public Offerings at a later stage in the company’s growth can be more suitable than private equity. Companies seeking share liquidity and access to funds can float on a regulated exchange – an IPO.

Squared Financial recommends investment to certain companies at this stage following a strict due diligence process.

Please be aware that investment into IPOs is often difficult and we may not be able to secure a position in a company that you seek to invest into prior to flotation.

Squared Financial strongly believes in giving back and helping our local community.

We not only invest in our clients and employee futures, but also in the futures of our neighbors. 

Please contact us for a free consultation
with one of our Financial Advisers