Capital Markets Consulting
Capital markets don’t tolerate gaps, delays, or guesswork. We prepare your team, strengthen your reporting, and provide hands-on guidance through every stage of the IPO journey—so you’re ready when it matters most.
Capital markets without the chaos
Pain points solved
- IPO timelines slipping due to reporting gaps
- SEC scrutiny creating stress and uncertainty
- Internal teams stretched too thin during critical moments
- Inconsistent financials delaying investor confidence
- SOX and compliance requirements overwhelming leadership
- Complex transactions slowing down strategic growth
- Lack of public-company experience inside the finance function
Sub-services
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IPO readiness support
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IPO/SPAC lifecycle support
- SEC reporting and filings
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Acquisition reporting & advisory
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Carve-out financial statement support
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SOX readiness
- Complex transaction analysis & advisory
- Financial audit support & readiness
- System integration / global consolidation
- Process improvement
- Finance & reporting team continuity
Value Delivered
- IPO readiness with no last-minute fire drills
- Clear, compliant financial reporting investors trust
- Hands-on support from former Big 4 and industry leaders
- Seamless execution across the IPO and post-IPO lifecycle
- Stronger internal controls and audit confidence
- Scalable processes built for life as a public company
- A partner who stays through execution—not just strategy
Services that eliminate capital markets risk
IPO Readiness Support
Ensure a strong foundation for your IPO. We assess readiness, identify gaps, and streamline processes for a successful public offering.
IPO/SPAC Lifecycle Support
Minimize surprises throughout your IPO or SPAC journey, before, during, and after your offering. We provide guidance and execution support every step of the way.
SEC Reporting and Filings
Meet those steep SEC requirements with accuracy and efficiency. We prepare filings, ensuring compliance and timely submissions to keep you on the right side of the regulators.
Acquisition Reporting & Advisory
Navigate the complexities of ASC 805 and purchase price allocation to ensure accurate valuation and reporting of acquisitions for GAAP compliance.
Carve-out Financial Statement Support
When a spinoff is on the horizon, we create standalone financial statements that meet reporting standards and support the carve-out process.
SOX Readiness
Don’t sweat Sarbanes-Oxley compliance. We assess internal controls, identify gaps, and help you establish robust processes.
Complex Transaction Analysis & Advisory
Navigate the complex financial reporting & advisory standards facing public entities. We provide support on GAAP to ensure accuracy and prevent dreaded restatements.
Financial Audit Support & Readiness
Make the audit process smoother and less disruptive. We streamline preparation and serve as a critical conduit between you and your auditor for a successful audit.
System Integration / Global Consolidation
Simplify reporting and improve decision-making in a complex environment. We optimize systems for seamless data flow, consolidation, and accurate financial reporting.
Process Improvement
Streamline your financial reporting & advisory processes to meet the steep demands facing a public entity, driving efficiency along the way.
Finance & Reporting Team Continuity
Handle resource and talent gaps without a hiccup in operations with Embark’s interim support for critical accounting and reporting functions.
Trusted by leading companies
Your partner for resilient growth
Senior-level experts who’ve led IPOs and SEC reporting—without the layers or inflated teams.
From IPO readiness through post-IPO compliance, we stay with you as your needs evolve.
Meet our capital markets leaders
Embark’s capital markets team understands what a successful IPO involves
Client satisfaction that speaks for itself
Our client satisfaction scores are more than 70% higher than the industry average — here’s why:
Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.
Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.
Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.
We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.
Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.
Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!
The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.
From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!
Get the insights business leaders rely on
From guides and checklists to podcasts, our resources help you prepare
for audits, optimize cash flow, and prepare for IPOs with confidence.
SPACs: What Is a Special Purpose Acquisition Company?
Download our guide
The Definitive Guide to Financial Audit Preparation
Download our guide
NetSuite for
SaaS Companies
Read the article
M&A Guide: Key Steps for a Seamless Financial Integration
Read the article
Frequently Asked Questions
When should we start preparing for an IPO?
Ideally, 12–24 months before your anticipated offering. Early preparation gives you time to strengthen financial reporting, implement internal controls, resolve technical accounting matters, and build the infrastructure required for life as a public company. The earlier you start, the fewer surprises you’ll face.
What does capital markets readiness really involve?
Capital markets readiness goes far beyond preparing financial statements. It includes building GAAP-compliant reporting, strengthening internal controls, preparing for SEC scrutiny, addressing technical accounting complexities, and ensuring your finance team can operate at a public-company level. We help you identify gaps early and create a clear, structured path to enter the capital markets with confidence.
How do you support companies navigating capital markets transactions?
Capital markets transactions—whether an IPO, SPAC, acquisition, or carve-out—require precision and speed. We provide hands-on support across financial reporting, SEC filings, SOX readiness, audit preparation, and complex transaction analysis. Our team integrates directly with your finance function to reduce risk, prevent delays, and ensure successful execution.
Do you only support companies going through an IPO?
No. We support companies across the entire lifecycle—from IPO readiness through post-IPO SEC reporting and ongoing compliance. We also assist with acquisitions, carve-outs, complex transactions, and finance transformation initiatives that prepare organizations for future capital markets activity.
How are you different from a traditional accounting firm?
We combine Big 4 experience with hands-on execution. That means senior-level experts embedded with your team, practical guidance, and real deliverables—not just high-level recommendations. We focus on solving complex finance challenges efficiently while reducing pressure on your internal team.
Tell us what you need help with
All Embark solutions begin with a conversation. Fill out this form and one of our advisors will follow up with a call. We can then better understand your needs and craft the right solution for your organization.