Pipeline Update: Four Companies File for IPO representing July push

Company: Artiva Biotherapeutics Inc.
Symbol: ARTV
Description: They are a clinical-stage biotechnology company focused on developing natural killer (NK) cell-based therapies for patients suffering from devastating autoimmune diseases and cancers
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Jefferies, TD Cowen, Cantor
Co-Manager(s): Wedbush PacGrow, Needham & Co;.
ORIGINALLY Filed: 4-8-21
Amended Prospectus: 6-6-22
Updated Prospectus: 6-28-24
Listed Cash Raise: $100m

Company: OneStream, Inc.
Symbol: OS (Nasdaq)
Description: Their platform unifies core financial and broader operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for Finance while providing operationally significant insights for business users.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Morgan Stanley, J.P. Morgan,, KKR, BofA Securities, Citigroup, Guggenheim Securities
Co-Manager(s): Raymond James, ScotiaBank, Truist Securities, BTIG, Needham & Co., Piper Sandler TD Cowen, Wolfe | Nomura Alliance, AmeriVet Securities, Blaylock Van LLC, Cabrera Capital Markets, Drexel Hamilton, Loop Capital
Link to Prospectus: Filed: 6-28-24

Company: Lineage, Inc.
Symbol: LINE (Nasdaq)
Description: They are the world’s largest global temperature-controlled warehouse REIT, with a modern and strategically located network of properties.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): Morgan Stanley, Goldman Sachs, BofA Securities, J.P. Morgan, Wells Fargo Securities, RBC Capital, Rabo Securities, Scotiabank, UBS Investment Bank, Capital One Securities, Truist Securities, Evercore ISI, Baird, KeyBanc Capital, Mizuho, PNC Capital Markets, Deutsche Bank Securities, HSBC, Piper Sandler, Regions Securities LLC
Co-Manager(s): Blaylock Van LLC, Cabrera Capital Markets, C.L. King & Associates, Drexel Hamilton, Guzman & Company, Loop Capital Markets, Roberts & Ryan, R. Seelaus & Co
Link to Prospectus: Filed: 6-26-24

Company: TWFG, Inc.
Symbol: TWFG (Nasdaq)
Description: They are a leading, high-growth, independent distribution platform for personal and commercial insurance in the United States.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriter(s): J.P. Morgan, Morgan Stanley, BMO Capital, Piper Sandler, RBC Capital Markets, UBS Investment Bank, Keefe Bruyette & Woods, William Blair
Co-Manager(s): Dowling & Partners Securities
Link to Prospectus: Filed: 6-24-24