How to IPO 101

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This quick presentation is a how-to on IPOs. It's a pretty basic layout of the IPO process and all the related factors. Presented this in my Investments class at Indiana Wesleyan University in the fall of 2011. Reach me at: @santiagojara

Empresariales Economía y finanzas

Santiago Jaramillo
@santiagojara

IPO 101

How to go Public

Presentation Agenda

Why Post
Preparations Steps
IPO? 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?
Santiago
Jaramillo
Resources @santiagojara
• Princeton Corporate Solutions eBook
• Deloitte – Preparing for an IPO (PDF)
• IPO Basics – Investopedia.com

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How to IPO 101

1. Santiago Jaramillo @santiagojara IPO 101 How to go Public

2. Presentation Agenda Why Post Preparations Steps IPO? IPO

3. Why 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.

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

8. How NOT to go public Do It Yourself Without a corporate structure Without proper post- IPO expectations

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? Santiago Jaramillo Resources @santiagojara • Princeton Corporate Solutions eBook • Deloitte – Preparing for an IPO (PDF) • IPO Basics – Investopedia.com

How to IPO 101

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