What Changes When You Go Public
INSIGHTS Author: The Odyssey Team Date: July 16, 2026 What Changes When you Go Public The operational shift from private to public is more significant than most companies anticipate. Several of the biggest changes are ones your transfer agent is directly involved in managing. There is a moment that many newly public CFOs and COOs […]
What a Transfer Agent Actually Does
INSIGHTS Author: The Odyssey Team Date: July 16, 2026 What a Transfer Agent Actually Does The job title suggests record-keeping. The actual job is considerably more consequential — and understanding it changes how you think about every corporate action you will ever run as a public company. The term “transfer agent” does not help anyone […]
How to Choose the Right Transfer Agent
INSIGHTS Author: The Odyssey Team Date: July 16, 2026 How to Choose the Right Transfer Agent The market has three distinct categories of provider, each with real trade-offs. Knowing which one you are dealing with (and what questions to ask!) is most of the work. Most companies approach the transfer agent selection the way they […]
The Hiring Decision Nobody Takes Seriously
INSIGHTS Author: The Odyssey Team Date: July 16, 2026 The Hiring Decision Nobody Takes Seriously Every company going public spends months on its bankers, its lawyers, its auditors. The transfer agent gets a call somewhere near the end. This is a mistake worth understanding. Picture the IPO deal room at any point in the six […]
How to Avoid Equity History Surprises in the Final Hours of an IPO
Insights Author: Odyssey Trust Company in Partnership with Carta Date: June 29, 2026 How to Avoid Equity History Surprises in the Final Hours of an IPO Practical guidance for U.S. securities lawyers For securities counsel advising on an IPO, the cap table is not just a disclosure document. It is the foundation of your closing opinion, […]
Redemption Risk: How Experienced Sponsors Design Deals That Hold Up
Redemption risk starts at IPO, not the merger vote. What the 2021 SPAC cycle taught sponsors about engineering deals to survive 80%+ redemption rates.
IPO Readiness: Common Questions Answered
Frequently Asked Questions Author: Odyssey Trust Company in Partnership with Carta Date: March 31, 2026 IPO Readiness: Common Questions Answered A reference guide for CFOs and financial leaders preparing to take a company public. Every IPO is a different company, a different market, and a different team… but the questions the process raises tend to […]
From Private to Public: A CFO’s Guide to Getting Your Data Ready
Insights Author: Odyssey Trust Company in Partnership with Carta Date: March 31, 2026 From Private to Public A CFO’s Guide to Getting Your Data Ready 6 to 18 Months Before You File Going public is one of the most data-intensive processes a finance team will manage. The companies that reach listing day with the least […]
Seamless IPO: A Real Issuer Story
INSIGHTS Author: The Odyssey Team Date: March 16, 2026 Seamless IPO: A Real Issuer Story A Case Study on How zSpace Prepared for the Public Markets, with Odyssey and Carta. For many private companies, an initial public offering is viewed as a discrete milestone. In practice, it is a comprehensive operational test. The IPO process […]
PDAC 2026: Four Themes Emerging from Conversations Across the Mining Sector
INSIGHTS Author: The Odyssey Team Date: March 10, 2026 PDAC 2026: Four Themes Emerging from Conversations Across the Mining Sector Each year, PDAC brings together the global mining ecosystem in a way few other events can. For a week, Toronto becomes the center of the industry, where exploration companies, major producers, investors, advisors and governments […]