ipo.pdf

Course Project for FI516:

Consider that you are a well respected Finance consultant. As such, you have been asked to present a paper to an international conference. The subject of your paper is an analysis of the recent IPO of a firm that successfully launched their IPO. Select an Initial Public Offering (or a Secondary Offering) completed in the last 10 years in U.S. capital markets, and discuss and analyze this IPO in 10-12 pages, double-spaced. Each student should select a separate company as the subject of the paper. This paper should be submitted to the Week 7 IPO Paper Dropbox.

The paper should discuss the following about the company:

1. Identify the company and its industry. 2. Discuss important financial and other facts about the company from its SEC filings. 3. How successful was the IPO in raising capital? 4. What has happened to the company since the IPO? 5. What is the trend in the stock price of the company since the IPO?

You should also analyze if the IPO was a success. You can define success in a number of ways:

1. Good financial valuation 2. The stock price upper movement after its IPO 3. Institutional investors participation 4. Retail investors participation 5. Successful application of the new capital from IPO 6. Others

Make sure you identify the mission of your chosen company, and how that mission influenced launching the IPO.

Format:

1. All papers should be single-sided, double-spaced, and in 12-point type Times New Roman font. 2. Papers should be10-12 pages, excluding cover page, reference pages, and appendices. 3. Follow APA style for general format and citations. 4. Paper sections must adhere to the guidelines below, and each section must be labeled in the

text. 5. Language should be clear, concise, and precise. 6. Tone should be professional, consistent, and not filled with jargon. 7. Grammar and syntax (sentence structure) must be correct. 8. Report must be free of misspellings and typos.

Research sources:

1. All papers must have a minimum of five scholarly sources (other than text book) cited within the text of the paper and identified in the references section.

2. Additional research sources can be attached in an appendix. 3. Within the body of the paper, all sources must be cited correctly (follow in-text citation per APA).

Grading Criteria:

Grading

ITEM POINTS DESCRIPTION

Title Page/ Citations/ References 10

All formatting shall be in strict APA format Citations are a MUST!

References 10

You must use no less than five library resources outside your textbook.

All references must be cited in two places: within the body of your paper and on a separate reference list. Choose references judiciously and cite them accurately. Cite all sources using APA format.

Please Note: Citing an author's work within your text documents your research, identifies the source for readers, and enables readers to locate the source of information in the alphabetical reference list at the end of the paper.

To use the ideas or words of another person without crediting the source is plagiarism. Plagiarism in its purest form involves copying passages either verbatim or nearly verbatim, with no direct acknowledgment of the source. The most common form of plagiarism is to paraphrase information from your source material. Paraphrasing does not relieve you of the obligation to provide proper identification of source data.

The best way to avoid plagiarism is to make sure all quotes, ideas, or conclusions not your own are given proper acknowledgment in your text. A key thought to remember is "If you did not write it, CITE it!"

Abstract 10

This is a requirement of an APA paper. More than this it is your chance to gain the readers confidence and compel them to read the entire paper. This is crucial in most managerial situations as top level managers notoriously have very short attention spans.

Background 10

Provide an overview of the organization and give enough information about the firm to acquaint an unfamiliar person (no matter how famous the company). Identify name, location, size, market segment (business line), and a brief history. Identify the essential issues, events, or actions to help frame the problem and subsequent discussion points. Clearly identify the firm's objectives for undertaking

an IPO option.

Problem Formulation/ Discussion 20

Discuss the concepts, ideas, or insights that are most valuable in helping you make sense of how this organization became successful in launching its IPO. Support your analysis with reference to the textbook if the IPO was the best choice to raise capital for financing its expansion or new projects. Clearly identify at least two alternative choices for financing the new projects or expansion strategies.

This section should begin to identify how this firm’s IPO was successful. What process and valuation strategies have they used?

Analysis 20

Identify at least two other financing options. Why did you choose these? Explain their relevance and significance in the firm's achievement of success.

Show how these alternative financing options are helpful and integrated with the organization's overall financial objectives. How so?

In this section, you also need to touch on how they will be able to measure their IPO success. Think of those all important valuation methods How did they define the IPO success?

A critical element of this section is to apply the best practices of valuation methods and models from the text, class discussions, and researched sources.

Reflection 10 In this section, you are to reflect on your learning from this assignment. Identify the IPO subjects that you found most interesting and also identify areas that you feel will assist you most in your career.

Recommendations 10

From the knowledge base of FI516 and your references make recommendations to this organizations management of achieving future expansion. Be specific. What concepts from this course will best serve this organizations future growth and the achievement of a sustainable competitive advantage? What areas need improvement? Why?

Total 100