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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\25Presentation Format• There are three different types of meet<strong>in</strong>gs with <strong>in</strong>vestors on the roadshow− Group presentations− allow the Comp<strong>an</strong>y to deliver its equity story beyond the “eleph<strong>an</strong>t” accounts− r<strong>an</strong>ge from lunches with several hundred <strong>in</strong>vestors (e.g., New York) to smallerpresentations (e.g., Houston)− will be conducted by the two teams separately with the exception of certa<strong>in</strong> key citieswhere the teams will comb<strong>in</strong>e <strong>for</strong> maximum impact− are generally conducted dur<strong>in</strong>g a meal− One-on-One Presentations− expected to generate the majority of quality <strong>in</strong>stitutional dem<strong>an</strong>d− r<strong>an</strong>ge from meet<strong>in</strong>gs with a s<strong>in</strong>gle portfolio m<strong>an</strong>ager / buyside <strong>an</strong>alyst to small groupsessions with multiple portfolio m<strong>an</strong>agers <strong>an</strong>d buyside <strong>an</strong>alysts− will take place <strong>in</strong> cities throughout the United States <strong>an</strong>d Europe− will be conducted by the two teams separately with the exception of certa<strong>in</strong> key accountswhere the teams will comb<strong>in</strong>e <strong>for</strong> maximum impact− Conference Calls− are conducted on <strong>an</strong> as-needed basis with <strong>in</strong>vestors who are unable to work with<strong>in</strong> theschedule− will <strong>in</strong>clude group as well as one-on-one sessionsMORGAN STANLEY DEAN WITTER24

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