New Filings & Updated Terms (ending 7.12.19)

Six companies filed for an IPO and nine companies have set terms for their upcoming offerings in what is expected to be a busy second half of July.

NEW FILINGS

Company: OneWater Marine Inc.
Symbol: TBD
Description: They are one of the largest and fastest-growing premium recreational boat retailers in the United States with 60 stores comprising 20 dealer groups in 11 states.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Goldman Sachs, Raymond James
Filed: 7-12-19
Listed Cash Raise: $100m

Company: CloudMinds, Inc.
Symbol: CMDS
Description: Their mission is to operate smart robots for people.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Citigroup, JP Morgan, UBS Investment Bank
Filed: 7-12-19
Listed Cash Raise: $500m

Company: InMode Ltd.
Symbol: INMD
Description: They are a leading global provider of innovative, energy-based, minimally-invasive surgical aesthetic and medical treatment solutions.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Barclays, UBS Investment Bank
Co-Manager(s): Canaccord Genuity, Baird
Filed: 7-11-19
Listed Cash Raise: $300m

Company: Borr Drilling Limited
Symbol: BORR
Description: They are an offshore shallow-water drilling contractor providing worldwide offshore drilling services to the oil and gas industry. Their shares are listed on the Oslo Børs under the symbol “BDRILL”.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Goldman Sachs, DNB Markets
Filed: 7-10-19
Listed Cash Raise: $50m

Company: Sundial Growers Inc.
Symbol: SNDL
Description: Sundial’s mission is to proudly craft pioneering cannabis brands to Heal, Help and Play.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Cowen, BMO Capital Markets, Barclays
Filed: 7-5-19
Listed Cash Raise: $86.25m

Company: RAPT Therapeutics, Inc.
Symbol: RAPT
Description: They are a clinical-stage immunology-based biopharmaceutical company focused on discovering, developing and commercializing oral small molecule therapies for patients with significant unmet needs in oncology and inflammatory diseases.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): BofA Merrill Lynch, Wells Fargo Securities, BMO Capital, UBS Investment Bank
Filed: 7-5-19
Listed Cash Raise: $86.25m

Company: Dynatrace Holdings LLC.
Symbol: DT
Description: They offer the market-leading software intelligence platform, purpose-built for the enterprise cloud.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Goldman Sachs, J.P. Morgan, Citigroup, Barclays, Jefferies, RBC Capital Markets, UBS Investment Bank
Co-Manager(s): KeyBanc Capital Markets, William Blair, Canaccord Genuity, JMP Securities, Macquarie Capital
Filed: 7-5-19
Listed Cash Raise: $300m

TERMS ADDED

Company: Wanda Sports Group Company Limited
Symbol: WSG
Description: They are a global sports events, media and marketing platform with significant intellectual property rights, long-term relationships and broad execution capabilities through which we create value for stakeholders in all parts of the sports ecosystem, from rights owners, to brands and advertisers, and to fans and athletes.
Shares: 33.3 million ADSs
Price Range: $12.00-$15.00
Market Cap: $1.6bn-$2.0bn
Trade Date: Friday, 7/26
Underwriter(s): Morgan Stanley, Deutsche Bank, Citigroup
Co-Manager(s): Haitong International, CICC, CLSA
Terms Added: 7-12-19

Company: Health Catalyst, Inc.
Symbol: HCAT
Description: They are a leading provider of data and analytics technology and services to healthcare organizations.
Shares: 6 million
Price Range: $20.00-$23.00
Market Cap: $680m-$785m
Trade Date: Thursday, 7/25
Underwriter(s): Goldman Sachs, JP Morgan, William Blair
Co-Manager(s): Piper Jaffray, Evercore ISI, SVB Leerink, SunTrust Robinson Humphrey
Terms Added: 7-12-19

Company: Sunnova Energy International Inc.
Symbol: NOVA
Description: They are a leading residential solar and energy storage service provider, serving more than 63,000 customers in more than 20 U.S. states and territories.
Shares: 17.64 million
Price Range: $16.00-$18.00
Market Cap: $1.4bn-$1.56bn
Trade Date: Thursday, 7/25
Underwriter(s): BofA Merrill Lynch, JP Morgan, Goldman Sachs, Credit Suisse
Co-Manager(s): KeyBanc Capital, Baird, Roth Capital
Terms Added: 7-12-19

Company: Medallia, Inc.
Symbol: MDLA
Description: They created a new category of enterprise software, experience management, and they are the market leader.
Shares: 14.5 million
Price Range: $16.00-$18.00
Market Cap: $1.95bn – $2.2bn
Trade Date: Friday, 7/19
Underwriter(s): BofA Merrill Lynch, Citigroup, Wells Fargo Securities Credit Suisse
Co-Manager(s): Oppenheimer, William Blair, Needham, Craig Hallum Capital Group, Roth Capital
Terms Added: 7-8-19

Company: Phreesia, Inc.
Symbol: PHR
Description: They are a leading provider of comprehensive solutions that transform the healthcare experience by engaging patients in their care and enabling healthcare provider organizations to optimize operational efficiency, improve profitability and enhance clinical care.
Shares: 7.8 million
Price Range: $15.00-$17.00
Market Cap: $525m – $600m
Trade Date: Thursday, 7/18
Underwriter(s): JP Morgan, Wells Fargo Securities, William Blair, Allen & Co., Piper Jaffray
Terms Added: 7-8-19

Company: Fulcrum Therapeutics, Inc.
Symbol: FULC
Description: They are a clinical-stage biopharmaceutical company focused on improving the lives of patients with genetically defined diseases in areas of high unmet medical need, with an initial focus on rare diseases.
Shares: 4.5 million
Price Range: $16.00-$18.00
Market Cap: $375m – $420m
Trade Date: Thursday, 7/18
Underwriter(s): Morgan Stanley, BofA Merrill Lynch, SVB Leerink
Terms Added: 7-8-19

Company: Mirum Pharmaceuticals, Inc.
Symbol: MIRM
Description: They are a biopharmaceutical company focused on the development and commercialization of a late-stage pipeline of novel therapies for debilitating liver diseases.
Shares: 5 million
Price Range: $14.00-$16.00
Market Cap: $320m – $370m
Trade Date: Thursday, 7/18
Underwriter(s): Citigroup, Evercore ISI, Guggenheim Securities
Co-Manager(s): Raymond James, Roth Capital
Terms Added: 7-8-19

Company: Owl Rock Capital Corporation
Symbol: OWCC
Description: They are a specialty finance company focused on lending to U.S. middle-market companies.
Shares: 9.5 million
Price Range: $15.30-$16.30
Market Cap: $5.85bn-$6.25bn
Trade Date: Thursday, 7/18
Underwriter(s): Goldman Sachs, BofA Merrill Lynch, RBC Capital, SunTrust Robinson, Wells Fargo, Credit Suisse, Deutsche Bank, JMP Securities, Keefe Bruyette & Woods, Morgan Stanley, Raymond James SOCIETE GENERALE
Co-Manager(s): Janney Montgomery Scott, Ladenburg Thalmann, MUFG, Seaport Global
Terms Added: 7-8-19

Company: DouYu International Holdings Limited
Symbol: DOYU
Description: They are the largest game-centric live streaming platform in China and a pioneer in the eSports value chain.
Shares: 67.4 million ADSs
Price Range: $11.50-$14.00
Market Cap: $3.75bn-$$4.55bn
Trade Date: Wednesday, 7/17
Underwriter(s): Morgan Stanley, JP Morgan, BofA Merrill Lynch, CMBI
Terms Added: 7-8-19

Company: AssetMark Financial Holdings, Inc.
Symbol: AMK
Description: AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients.
Shares: 12.5 million
Price Range: $19.00-$21.00
Market Cap: $1.375bn – $1.52bn
Trade Date: Thursday, 7/18
Underwriter(s): JP Morgan, Goldman Sachs, Credit Suisse, Huatai Securities
Co-Manager(s): BMO Capital, Raymond James, William Blair
Terms Added: 7-8-19