J.P.Morgan Software Investment Banking
Inovalon equity offering can be completed in 1-2 weeks
3
Deal phase
Preparation
1 week
Launch / execution
1-2 days
Close (Post-pricing)
3 days
J.P.Morgan
Key action items
Organizational call
Due-diligence
Prepare legal documents, roadshow presentation,
press releases
IR targeting discussion
Launch follow-on via press release / file preliminary
pro-sup with SEC
Research analyst teach-in
Management call with underwriters' salesforce
Investor calls
Price transaction with management team and Pricing
Committee
Execute Underwriting Agreement and issue pricing
press release
Finalize and file final prospectus with SEC
■ Closing and settlement
Deal considerations
■ Earnings release 4/28
■ Non-deal roadshow following earnings release
■ Target -20 accounts
■ -10 new investors, 10 existing investors
Analyst day 5/18
■ Presenting at JPMorgan conference 5/25
Launch aftermarket on 5/25 or 5/26
April 2021
MTWTF
1 2
5 6 7 8 9
12 13 14 15 16
19 20 21 22 23
26 27 28 29 30
Holiday
May 2021
MTWTF
3 4 5 6 7
10 11 12 13 14
17 18 19 20 21
24 25 26 27 28
31
Execution window
June 2021
MTWTF
1 2
3 4
7
8 9 10 11
14 15 16 17 18
21 22 23 24 25
28 29 30
Inovalon earnings
23View entire presentation