Pre-IPO Placement

Categories: IPO

The banks wanted a hitter's name on the offering sheets as an investor. They wanted to use whoever's hot hand was there to market the IPO. Bob SoAndSo had made big bets on internet stocks that worked out famously well. He was quoted in The Wall Street Journal and Barrons. He was a known Thing. So SilverSlacks approached him about buying 3% of Whatever.com two months before the planned IPO, at a discount to the target price the bank was thinking about, in offering the shares to the public.

Bob's view was colored by a few lenses. He actually liked the company's prospects long-term. So he wanted to own a meaningful stake in it. If he only received a normal allocation in a hot IPO, he'd own like 0.2% of the company, and then would have to buy it at steeply up prices in the aftermarket, when the stock was freely trading. So the idea of being able to get in early in volume had appeal.

But Bob also know that there'd be a Big Boy Letter attached, meaning that if things went awry and SilverSlacks couldn't get the company public, then oh well, too bad, so sad. He'd hold illiquid shares of a private company with no clear timeline on when to turn that dough into cash.

Bob wanted a discount to the price and volume, so he asked for a 15% discount in price and 5% of the shares outstanding. Poker was played. And a deal settled upon.

This is the rationale behind a pre-IPO placement: to get the shares already in the hands of educated people who love the story...and reduce the risk of an offering simply not happening. Welcome to Wall Street 101.

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Finance: What is an IPO?25 Views

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And finance allah shmoop What is an i p o

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Well this is a hippo and it has nothing to

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do with an ipo Auras Normal humans pronounce it if

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both well actually most people just spell it out I

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po It stands for initial public offering In the three

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words tell the story and i pl refers to a

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company who's raising money by selling shares of itself to

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the public for the first time a maiden voyage in

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public funding if you will Whatever dot com has forty

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million shares outstanding after three private rounds with venture capitalists

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and private investors it wants to raise money to go

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big internationally And for the first time it will offer

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shares to joe and jill public And that means that

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all of it shares will be tradable publicly on the

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open market like on nasdaq or the new york stock

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exchange That is the insiders early investors founders et cetera

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will be able to just call their broker at schwab

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or fidelity or wherever and sell their shares get liquid

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and buy themselves a maserati because it's not what everyone

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does after a nice meal So whatever dot com sells

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ten million shares a twelve bucks each to raise one

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hundred twenty million dollars which they can spend to build

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out offices all over the world So yeah that's an

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ai po and that's Why a company generally wants to

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make shares available to the public because once you've made

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an initial public offering and you make money off the

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sales of your stock you khun by as many hippos

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as you like and just remember to feed them three

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