With the success of recent IPOs such as Reddit, Astera Labs, Ibotta, and Rubrik, the environment for growth company IPOs, while selective, is favorable. In the third installment of Riveron’s IPO Readiness series, our capital markets and investor relations practice leads sat down with Cliff Greenberg and Ashim Mehra of Baron Funds, one of the most highly coveted investors for companies going public.  Cliff and Ashim are the portfolio managers of the Baron Small Cap Fund and Baron Technology Fund, respectively.  They discussed the health of the equity capital markets; their investment process; how they like to interact with management teams, bankers, and Wall Street research analysts; and gave great advice around best practices in executing not only a successful IPO, but how to build and deepen relationships with institutional investors once public.

Topics included:

• The probable evolution of the IPO market over the next 12 months
• What will be different from the 2021 IPO market
• Considerations for Issuers, Sponsors, and Bankers regarding:
  • Readiness
  • Financial profile and KPI’s
  • Guidance to research analysts
  • Sizing and structure
• Attractive sectors and companies

Watch the Replay