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IPO Advisory

Discussing the Numbers

We become an extension of the business partner and senior management team providing expertise, judgment, proprietary data and process leverage.

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Our value add is rooted in our decades of experience and thousands of transactions as an financial advisor and an investor. 

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In the early stages of the process, we work with management to crystallize their equity story in anticipation of engaging banks, we develop a realistic timetable, assist in selecting and structuring underwriting groups, and aid in negotiating fees and structuring compensation.

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Deeper in the process we assist in developing the marketing message, help to engage the research analyst community, advise on selecting the right execution market window and help to craft the marketing plan.

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As our clients approach the marketing launch, we advise on valuation and go-to-market price range, advise on transaction size, police the quality of the roadshow audience, monitor bookbuilding and develop strategies for optimal pricing, share allocations and aftermarket trading.

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Since our founding in 2003, PMI has advised on over 80 IPOs representing approximately $1.6 billion in proceeds.

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