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%View entire presentation