RA Capital’s Post

At the start of the year, it appeared that a rate cutting cycle was on the horizon which could revitalize deal activity across capital markets. These expectations have since been subdued following a series of reports which demonstrated that inflation may be more persistent than originally anticipated. Despite this, both public and private investors have demonstrated an appetite for pursuing new opportunities in the first quarter of 2024, following a lackluster 2023. Please join our panelists, Eliot Peters and Joel Weinstein, for our webinar on Wednesday, May 22nd - "Higher for Longer… Still." We will dive into the latest M&A and capital markets trends and discuss how investors are balancing expectations that interest rates will remain elevated for the foreseeable future in contrast to indications that deal activity is beginning to rebound. Link to Register: https://hubs.li/Q02wqzlM0 #mergersandacquisitions #ipo #privateequity #privatedebt

The initial public offering (IPO) market allows institutional investors to incorporate the macroeconomic landscape with individual corporate earnings data — and future earnings forecasts — to ascertain a share price that will hold up to analyst and media scrutiny coupled with overall market dynamics 🐂

What’s new in UK mid cap investing? In this webcast, fund managers Tim Service and James Gilbert discuss where they see market opportunities, including attractive company valuations, a supportive macro environment and buoyant corporate activity. https://lnkd.in/grie6jmh Not for retail investors. Capital at risk. #UKMidCap #JupiterAM #UKstocks

Geopolitical events such as the upcoming US election and the Fed's latest interest rate cut are currently shaping capital markets and giving mixed signals to investors. The IPO market may slow in the run-up to the election. Global liquidity, due to low interest rates, is nevertheless a solid foundation for new IPOs, as shown by the recent Springer Nature IPO in Frankfurt. Our experts Ralf Pfennig and Till Karrer and their team have analysed the relevant activities and developments in capital markets for the latest edition of "IPO compass" and summarised these in a comprehensive economic and capital market overview. Download IPO compass now and learn more: https://hubs.ly/Q02SXC3Z0

VALUE MANAGERS MAKE THE CASE FOR UNDERVALUED STOCKS Portfolio Managers John DeGulis, Peter Evans and David Bilik were recently interviewed by The Wall Street Transcript. The trio detail Sound Shore’s investment process and valuation discipline. They also highlight how the firm’s culture embraces change in both companies and industries when the market typically fears such disruption. https://lnkd.in/eUtzWVDY #valueinvesting #soundshorefund #investmentfunds #institutionalinvestors

The securities market plays a pivotal role in the global economy, facilitating the buying and selling of financial assets such as stocks, bonds, and derivatives. Whether you're a seasoned investor or new to the game, it's essential to grasp the fundamentals of this complex ecosystem. Stay tuned as we unravel the mysteries of the securities market and empower you to make informed investment decisions. Learn more: https://www.somerset.vc . #PublicOffering #IPO #FinancialSuccess #BusinessGrowth #SomersetCapital

Economic strength through a volatile political season. The CEO Macro Briefing Book from UBS CIO is a quarterly presentation aimed at business owners and leaders, C-suite executives, and boards of directors—now updated for Q4 2024. This presentation provides a forward-looking perspective on the economy and financial market developments, focusing on how the market outlook could influence corporate activity, including M&A, IPOs, and private equity.

M&A comeback in 2024! Check out the latest Middle Market M&A Trends report from Capstone Partners.

Lessons from Failed IPOs: What Went Wrong? Key Insights and Takeaways: 1. Market Timing: Launching an IPO during a market downturn or high volatility can lead to poor performance. Choosing favorable market conditions is crucial. 2. Accurate Valuation: Overvaluation risks disappointing investors and significant stock price drops post-IPO. Realistic valuations are essential. 3. Financial Health: Robust revenue streams and profitability attract investors. Poor financial health can deter interest and lead to failure. 4. Regulatory Compliance: Ensuring full compliance with legal requirements prevents delays, fines, and loss of investor confidence. 5. Clear Communication: Transparent communication helps manage investor expectations. Misleading or insufficient information can lead to mistrust. 6. Underwriter Reputation: Reputable underwriters provide credibility and foster investor confidence, while poor reputations can lead to mistrust. 7. Differentiation in Competitive Markets: Companies must demonstrate unique value propositions to attract investors in highly competitive industries. 8. Innovation and Growth Potential: Strong innovation and market disruption potential generate high investor interest and successful IPOs. 9. Due Diligence: Thorough due diligence ensures all financial, legal, and operational aspects are vetted, reducing the risk of overlooked issues. 10. Post-IPO Performance: Consistent performance reflects initial pricing accuracy. Overpricing leads to underperformance, while accurate pricing fosters success. #Finance #IPOs #Investing #StockMarket #BusinessGrowth #IPOFailures #LessonsLearned #2024Trends #CapitalMarkets #CorporateGovernance

This post is for all of my business owners out there. Optimism is growing and transactions have been increasing in the M&A market. Please read this 2023 trends article from our Capstone Middle Market Partners. If you feel now is the time to move forward on your exit, please reach out to me and I will begin the process by scheduling an introduction with our Capstone Partners advisory team.