IPO Underwriting

Underwriters manage a company's initial public offering from registration to public sale.


Process Description

Whenever a company makes the decision to go public, its first task is to select the underwriters. They prepare a registration statement for the approval of the Securities and Exchange Commission (SEC). In addition to registering the issue with the SEC, they need to check that the issue complies with the blue-sky laws of each state. While the registration statement is awaiting approval, underwriters begin to firm up the issue price. They arrange a road show to talk to potential investors. Immediately after they receive clearance from the SEC, underwriters fix the issue price. After that they enter into a firm commitment to buy the stock and then offer it to the public.

Structure

Zoom and pan enabled · Source: PET Dataset (Bellan et al., 2022)

Elements

ActivityActor
Select UnderwritersCompany
Prepare RegistrationUnderwriters
Check Blue-Sky LawsUnderwriters
Arrange Road ShowUnderwriters
Fix Issue PriceUnderwriters
Offer to PublicUnderwriters