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Santiago Jaramillo
                      @santiagojara



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