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    IPO Analysis

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    blackhawk31
    Collaborative Fund invests in illiquid tech stocks and start-up companies, specializing in long-short equity. They focus on small companies with a history of growth and profitability that have revenue between $10-40 million and EBITDA between $1-5 million. Their investment types include recapitalizations, growth capital, majority/minority investments, mezzanine investments, and co-investments. They aim to invest a significant amount of cash in these types of companies to help them grow rather than pursuing an initial public offering.

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    IPO Analysis

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    blackhawk31
    5 views8 pages
    Collaborative Fund invests in illiquid tech stocks and start-up companies, specializing in long-short equity. They focus on small companies with a history of growth and profitability that have revenue between $10-40 million and EBITDA between $1-5 million. Their investment types include recapitalizations, growth capital, majority/minority investments, mezzanine investments, and co-investments. They aim to invest a significant amount of cash in these types of companies to help them grow rather than pursuing an initial public offering.

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    IPO Analysis PPT (2)

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    Collaborative Fund invests in illiquid tech stocks and start-up companies, specializing in long-short equity. They focus on small companies with a history of growth and profitability that have revenue between $10-40 million and EBITDA between $1-5 million. Their investment types include recapitalizations, growth capital, majority/minority investments, mezzanine investments, and co-investments. They aim to invest a significant amount of cash in these types of companies to help them grow rather than pursuing an initial public offering.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    5 views8 pages

    IPO Analysis

    Uploaded by

    blackhawk31
    Collaborative Fund invests in illiquid tech stocks and start-up companies, specializing in long-short equity. They focus on small companies with a history of growth and profitability that have revenue between $10-40 million and EBITDA between $1-5 million. Their investment types include recapitalizations, growth capital, majority/minority investments, mezzanine investments, and co-investments. They aim to invest a significant amount of cash in these types of companies to help them grow rather than pursuing an initial public offering.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
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    IPO Analysis

    Collaborative Fund

    Overview

    The difference between small and large companies


    1 Why I want to keep this: It shows that small companies were forced to start looking for other options to grow rather than going public or they would keep underperforming.

    Their Investment Philosophy


    In a sentence: To invest a significant amount of cash in illiquid tech stocks and start-up companies and specializes in long-short equity. The potential of small value stocks is well known, the benefits of low liquidity may be less obvious. An illiquid stock in a company that does not trade actively. Because there is not a lot of interest in this stock it makes it hard to trade or sell for cash

    Investment Factors

    Investment Parameters
    Sample parameters from a firm in the same space: Company Size: Revenue $10 $40+ million EBITDA $1 $5+ million Company Characteristics: History of growth and profitability Prefer management to retain an ownership position Type of investments: Recapitalizations Growth capital Majority Investments Co-investments Minority investments Mezzanine investments

    Sources
    Works Cited (4) "Bluestone Capital Partners | Investment Philosophy." Bluestone Capital Partners | Investment Philosophy. N.p., n.d. Web. 08 July 2013. <http://bluestonecapitalpartners.com/investment-philosophy.html>. (3) Dealbook. "Do Retail Investors Matter Anymore?" DealBook Do Retail Investors Matter Anymore Comments. NYTimes, n.d. Web. 08 July 2013. <http://dealbook.nytimes.com/2008/01/17/do-retail-investors-matteranymore/>. (2) Ritter, Jay. "Re-Energizing the IPO Market." Brookings.edu. Brookings Institute, n.d. Web. 1 July 2013. <http://www.brookings.edu/~/media/events/2012/12/03%20innovative%20growth/03%20innovative%20growth% 20ritter%20slides.pdf>. (1) Ritter, Jay. "Where Have All the IPO's Gone?" SEC. Sec.gov, n.d. Web. 1 July 2013. <http://www.sec.gov/info/smallbus/acsec/acsec-backgroundmaterials-090712-ritter-article.pdf>.

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