Preparing for an IPO - Excellence in Financial Management
Preparing for an IPO - Excellence in Financial Management
Preparing for an IPO - Excellence in Financial Management
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NYIBDF14\200611\08 NOV 2000\2:08 PM\22Role of Equity Research• Accountable to the <strong>in</strong>vestor• Per<strong>for</strong>m detailed due diligence on comp<strong>an</strong>y <strong>an</strong>d its prospects• Develop f<strong>in</strong><strong>an</strong>cial model• Articulate “the story” to <strong>in</strong>vestors dur<strong>in</strong>g <strong>IPO</strong> market<strong>in</strong>g− Source of <strong>in</strong>dependent valuation− Provide <strong>in</strong>stitutions with <strong>an</strong>alytical framework− Ma<strong>in</strong>ta<strong>in</strong> close communication with <strong>in</strong>stitutions throughout market<strong>in</strong>gprocess <strong>an</strong>d beyond• Initiate written research coverage on comp<strong>an</strong>y follow<strong>in</strong>g 25-day “cool<strong>in</strong>goff”period• Provide ongo<strong>in</strong>g support with frequent reports, conference calls, 1-on-1 calls<strong>an</strong>d electronic broadcasts to <strong>in</strong>vestment community• Research <strong>an</strong>alysts r<strong>an</strong>ked by <strong>in</strong>vestors <strong>an</strong>nually – Institutional Investorr<strong>an</strong>k<strong>in</strong>g <strong>an</strong> import<strong>an</strong>t milestone <strong>in</strong> <strong>an</strong>alyst’s careerMORGAN STANLEY DEAN WITTER20
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