IPO Banks [electronic resource] : Pitch, Selection and Mandate /
Espinasse, Philippe.author.
Former banker Philippe Espinasse, offers advice for the interview, selection and appointment of lead banks, as well as for the execution of an IPO. The book includes case studies from around the world and explains negotiation techniques through which issuers can save considerable time, effort and costs, and also limit their potential liabilities.
Description based upon print version of record.
Cover; Title; Copyright; Dedication; Contents; Preface; Acknowledgements; About the Author; Part I Assessing Candidate Banks; 1 The Paradigm Shift: The Negotiating Advantage; 2 Using an Independent Adviser or Consultant; 3 How an Adviser/Consultant Can Best Add Value; 4 The Beauty Parade; 5 The Invitation Email; 6 The Confidentiality Agreement; 7 Length of the Request For Proposal (RFP) and Weightings; Part II The RFP; 1 Market Conditions; 2 Market Positioning; 3 Valuation; 4 Execution Considerations and Team; 5 Marketing Considerations; 6 Fees and Expenses
7 Credentials and Other Considerations8 Checklists; 9 Information on the Issuer; Part III Interviewing Investment Banks; 1 Interviewing Research Analysts; 2 Drawing up a Shortlist; 3 Obtaining Financing; 4 Format of Oral Presentations; 5 Dealing with Further Marketing Efforts; Part IV Formally Appointing Lead Banks; 1 How Many Lead Banks?; 2 Selecting Investment Banks; 3 Communicating Declines; 4 Managing Leaks; 5 The Engagement Letter(s); 6 Customary Principles for Placement Agreements; 7 The Kick-off Meeting; 8 After the Kick-off Meeting; 9 Conclusion; Appendices; 1 Sample Invitation Email
2 Sample Score Sheets3 Example of Request For Proposal (RFP) Questionnaire; 4 Example of Decline Email; 5 Example of Request for Bank Financing; 6 Example of Terms Sheet for an IPO; 7 Example of Reminder on Confidentiality; 8 Useful Clauses for Mandate Letters; 9 Example of International Placement Agreement Principles; 10 Examples of Items for Work Allocation Among Lead Banks; 11 Other Parties to be Appointed for an IPO; Glossary; Notes; Index
Includes bibliographical references and index.
Former banker Philippe Espinasse, offers advice for the interview, selection and appointment of lead banks, as well as for the execution of an IPO. The book includes case studies from around the world and explains negotiation techniques through which issuers can save considerable time, effort and costs, and also limit their potential liabilities.
Capital market.
Corporations—Finance.
Investment banking.
Securities.
Banks and banking.
Business enterprises—Finance.
Capital Markets.
Corporate Finance.
Investments and Securities.
Banking.
Business Finance.