J.P.Morgan Software Investment Banking slide image

J.P.Morgan Software Investment Banking

Recent equity issuance Recent marketed follow-ons (deal size > $500mm) JPMorgan led deals Issuer name Pricing date 03/18/21 03/02/21 52/18/21 02/18/21 02/11/21 02/09/21 02/05/21 02/04/21 01/13/21 61/12/21 12/10/20 12/09/20 12/03/20 12/01/20 11/18/20 04/20/21 04/07/21 03/17/21 03/01/21 52/10/21 02/04/21 02/02/21 01/27/21 11/30/20 10/27/20 04/20/21 04/07/21 03/17/21 03/01/21 02/10/21 Skillz Cardlytics Twilio Chegg Varonis Systems Lightspeed POS Allegro Microsystems Opendoor Lemonade Zoom Video Sea Fiserv Shine Payments Zoominfo Technologies Pinduoduo Mean Modian Zai Lab Maravai LifeSciences Sotera Syneos Health Oak Street Health Veracyte Argenx CureVac Elanco Animal Health Mirati Therapeutics Zai Lab Maraval LifeSciences Sotera Syneos Health Oak Street Health Mean Median J.P.Morgan Source: Dealogic, Factset as of 4/29/21 Size (Smm) Technology $768 501 1.833 476 518 676 586 771 796 2.000 2000 2,960 2.254 511 647 4,126 $1,295 $768 Healthcare $857 563 675 525 690 633 1,068 518 1,896 1,002 857 563 675 525 601 $803 $675 Mkt cap (5mm) $10,347 4,249 H 64 118 14,548 6.832 9,357 5.997 16,318 10.578 104 127 71,423 76,819 1.677 3,319 151,819 $36,769 $10,578 $14,133 3,137 7,848 8.068 13.833 5.168 16,535 17,661 14,436 10.275 14,133 3,137 7,848 8,068 13.833 $11,574 $12,054 % of mkt cap 8% 7% 10% 5% 3% 30% 19% 3% 8% 7% 6% 18% 9% 6% 3% 13% 10% 6% 18% 9% 7% 9% 8% % sec 47% 100% 100% 100% 100% 34% 0% 100% 100% 100% 100% 100% 8% 100% 100% 100% 100% 62% 100% Price performance (%) File/offer (22%) (8%) (9%) (3%) (3%) (5%) (10%) (5%) (10%) (8%) (12%) (7%) (5%) (9%) (10%) (5%) (3%) (3%) 3% (9%) (10%) (5%) (3%) Offer / Current 11 I (25%) 7% (12% (10%) (72%) (0%) (16%) (23%) (44%) 16%! 32% 9% 76% 16% 10% (6%) 12% 22% (5%) 11% (34%) (9%) 28% 6% (19%) 12% 22% (5%) 11% 10% 5% 11%
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