SlideShare une entreprise Scribd logo
1  sur  13
Santiago Jaramillo



IPO 101

How to go Public
Presentation Agenda

Why                           Post
       Preparations   Steps
IPO?                          IPO
Why IPO?
Cash




    Because of the increased scrutiny, public
    companies can usually get better rates when they
    issue debt.



    As long as there is market demand, a public
    company can always issue more stock. Mergers
    and acquisitions are easier.



Trading in the open markets means liquidity. This
makes it possible to implement features like employee
stock ownership plans that attract top talent.
Key ingredients for a successful
IPO
• IPO decision has been taken after due
  consideration (outside counsel recommended)
• Preparation for the IPO (pre –IPO)
• Proper selection of advisors
• Proper planning and implementation
• Right timing from a market perspective

Things to know before deciding

•   Complex, multidisciplinary process
•   Assessment of the stakeholders needs
•   Benchmark of IPO versus alternatives
•   Assessment of Company’s IPO readiness
How NOT to go public


                 Do It Yourself


              Without a corporate
                   structure


             Without proper post-
              IPO expectations
Steps

    Hire                        Effective
                 “Cooling
 Investment                    Date + Red
                Off” Period
    Bank                        Herring


 Firm and IB    Registration      Hype for
Negotiate the   Statement -    Institutional
    Deal        Filed w/ SEC     Investors


IB Writes the
                 IB forms      Set Price +
Underwriting
                 Syndicate        IPO!
 Agreement
Post-IPO

             Growth via Acquisitions & Mergers

           Expert Status PR for C-Level Executives

              6-month aggressive market build

             Board of Directors should be active

                 Nurture Strategic Alliances
It’s not just about the money, make sure it is a


Right Fit.
Questions?

Resources
• Princeton Corporate Solutions eBook
• Deloitte – Preparing for an IPO (PDF)
• IPO Basics – Investopedia.com

Contenu connexe

Similaire à How to IPO 101

Ipo grading
Ipo gradingIpo grading
Ipo grading
Dharmik
 
IPO_Presentation_21.07.2012
IPO_Presentation_21.07.2012IPO_Presentation_21.07.2012
IPO_Presentation_21.07.2012
Manoj K
 
Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)
Arnab Mukherjee
 

Similaire à How to IPO 101 (20)

Ipo grading
Ipo gradingIpo grading
Ipo grading
 
IPO Services
IPO ServicesIPO Services
IPO Services
 
Venture capital
Venture capitalVenture capital
Venture capital
 
PE and VC Funding: Embracing the New Normal
PE and VC Funding: Embracing the New NormalPE and VC Funding: Embracing the New Normal
PE and VC Funding: Embracing the New Normal
 
Initial public offering
Initial public offeringInitial public offering
Initial public offering
 
How To Build A Successful Startup
How To Build A Successful StartupHow To Build A Successful Startup
How To Build A Successful Startup
 
Bhadale IT -Exit strategy.pdf
Bhadale IT -Exit strategy.pdfBhadale IT -Exit strategy.pdf
Bhadale IT -Exit strategy.pdf
 
Initial public offering
Initial public offeringInitial public offering
Initial public offering
 
Start ups challenges for funding options
Start ups challenges for funding optionsStart ups challenges for funding options
Start ups challenges for funding options
 
smart investment ipo.pptx
smart investment ipo.pptxsmart investment ipo.pptx
smart investment ipo.pptx
 
iBOSSinc Angel Network - PitchMe
iBOSSinc Angel Network - PitchMeiBOSSinc Angel Network - PitchMe
iBOSSinc Angel Network - PitchMe
 
Peter Bardwick Pragmatic Smart IPO Preparation Accelerating Growth Summit 2017
Peter Bardwick Pragmatic Smart IPO Preparation Accelerating Growth Summit 2017Peter Bardwick Pragmatic Smart IPO Preparation Accelerating Growth Summit 2017
Peter Bardwick Pragmatic Smart IPO Preparation Accelerating Growth Summit 2017
 
Fundraising Series (Part One) - "Building Your Story"
Fundraising Series (Part One) - "Building Your Story"Fundraising Series (Part One) - "Building Your Story"
Fundraising Series (Part One) - "Building Your Story"
 
Choosing an M&A Advisor: A Guide for Investors, Boards, and Management
Choosing an M&A Advisor: A Guide for Investors, Boards, and ManagementChoosing an M&A Advisor: A Guide for Investors, Boards, and Management
Choosing an M&A Advisor: A Guide for Investors, Boards, and Management
 
Private Equity Funding
Private Equity FundingPrivate Equity Funding
Private Equity Funding
 
IPO_Presentation_21.07.2012
IPO_Presentation_21.07.2012IPO_Presentation_21.07.2012
IPO_Presentation_21.07.2012
 
Non Traditional Product Financing
Non Traditional Product FinancingNon Traditional Product Financing
Non Traditional Product Financing
 
Pitching the plan 12 12_12
Pitching the plan 12 12_12Pitching the plan 12 12_12
Pitching the plan 12 12_12
 
Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)
 
Initial Public Offering (IPO) What It Is and How It Works
Initial Public Offering (IPO)  What It Is and How It WorksInitial Public Offering (IPO)  What It Is and How It Works
Initial Public Offering (IPO) What It Is and How It Works
 

Dernier

Dernier (20)

Gurley shaw Theory of Monetary Economics.
Gurley shaw Theory of Monetary Economics.Gurley shaw Theory of Monetary Economics.
Gurley shaw Theory of Monetary Economics.
 
The Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfThe Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdf
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx
 
The Economic History of the U.S. Lecture 26.pdf
The Economic History of the U.S. Lecture 26.pdfThe Economic History of the U.S. Lecture 26.pdf
The Economic History of the U.S. Lecture 26.pdf
 
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur EscortsCall Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
 
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
 
00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptx00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptx
 
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
 
The Economic History of the U.S. Lecture 25.pdf
The Economic History of the U.S. Lecture 25.pdfThe Economic History of the U.S. Lecture 25.pdf
The Economic History of the U.S. Lecture 25.pdf
 
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
 
Basic concepts related to Financial modelling
Basic concepts related to Financial modellingBasic concepts related to Financial modelling
Basic concepts related to Financial modelling
 
(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7
(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7
(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
 
The Economic History of the U.S. Lecture 20.pdf
The Economic History of the U.S. Lecture 20.pdfThe Economic History of the U.S. Lecture 20.pdf
The Economic History of the U.S. Lecture 20.pdf
 
Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024
 
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
 
Pooja 9892124323 : Call Girl in Juhu Escorts Service Free Home Delivery
Pooja 9892124323 : Call Girl in Juhu Escorts Service Free Home DeliveryPooja 9892124323 : Call Girl in Juhu Escorts Service Free Home Delivery
Pooja 9892124323 : Call Girl in Juhu Escorts Service Free Home Delivery
 
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
Top Rated  Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...Top Rated  Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
 
The Economic History of the U.S. Lecture 17.pdf
The Economic History of the U.S. Lecture 17.pdfThe Economic History of the U.S. Lecture 17.pdf
The Economic History of the U.S. Lecture 17.pdf
 
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure serviceCall US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
 

How to IPO 101

  • 2. Presentation Agenda Why Post Preparations Steps IPO? IPO
  • 4. Cash Because of the increased scrutiny, public companies can usually get better rates when they issue debt. As long as there is market demand, a public company can always issue more stock. Mergers and acquisitions are easier. Trading in the open markets means liquidity. This makes it possible to implement features like employee stock ownership plans that attract top talent.
  • 5.
  • 6. Key ingredients for a successful IPO • IPO decision has been taken after due consideration (outside counsel recommended) • Preparation for the IPO (pre –IPO) • Proper selection of advisors • Proper planning and implementation • Right timing from a market perspective Things to know before deciding • Complex, multidisciplinary process • Assessment of the stakeholders needs • Benchmark of IPO versus alternatives • Assessment of Company’s IPO readiness
  • 7.
  • 8. How NOT to go public Do It Yourself Without a corporate structure Without proper post- IPO expectations
  • 9.
  • 10. Steps Hire Effective “Cooling Investment Date + Red Off” Period Bank Herring Firm and IB Registration Hype for Negotiate the Statement - Institutional Deal Filed w/ SEC Investors IB Writes the IB forms Set Price + Underwriting Syndicate IPO! Agreement
  • 11. Post-IPO Growth via Acquisitions & Mergers Expert Status PR for C-Level Executives 6-month aggressive market build Board of Directors should be active Nurture Strategic Alliances
  • 12. It’s not just about the money, make sure it is a Right Fit.
  • 13. Questions? Resources • Princeton Corporate Solutions eBook • Deloitte – Preparing for an IPO (PDF) • IPO Basics – Investopedia.com