Pipeline Update: New Filings & Terms Added (Ending 01.05.24pm)

TERMS ADDED

Company: Smith Douglas Homes Corp.
Symbol: SDHC (NYSE)
Description: They are one of the nation’s fastest growing private homebuilders by number of closings and are engaged in the design, construction, and sale of single-family homes in some of the highest growth and most desirable markets in the Southeastern United States.
Shares: 7.7 million
Price Range: $18.00-$21.00
Market Cap: $925m-$1.1b
Trade Date: Thursday, 1/11
Underwriters: J.P. Morgan, BofA Securities, RBC Capital, Wells Fargo, Wolfe Nomura Alliance
Co-Manager(s); Wedbush, Fifth Third, Regions Securities, Whelan Advisory Capital Markets
Link to Prospectus: Amended Prospectus: 1-03-24

NEW FILINGS (or updated prospectus)

Company: Metagenomi, Inc.
Symbol: MGX (Nasdaq)
Description: They are a precision genetic medicines company committed to developing curative therapeutics for patients using our proprietary, comprehensive metagenomics-derived genome editing toolbox.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriters: J.P. Morgan, Jefferies, TD Cowen, Wells Fargo Securities, BMO Capital Markets
Co-Manager(s): Chardan
Link to Prospectus: Filed: 1-5-24

Company: The Fortegra Group, Inc.
Symbol: TFG (NYSE)
Description: They are a growing, highly profitable and multinational specialty insurance company focused on underwriting complex and niche risks in underserved markets.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriters: Goldman Sachs, JP Morgan, Jefferies, Barclays
Co-Manager(s): JMP Securities, Keefe Bruyette & Woods, Piper Sandler, Raymond James, Independence Point Securities
Link to Prospectus: Updated Prospectus: 1-5-24

Company: ArriVent BioPharma Inc.
Symbol: AVBP (Nasdaq)
Description: They are a clinical-stage biopharmaceutical company dedicated to the identification, development and commercialization of differentiated medicines to address the unmet medical needs of patients with cancers.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriters: Goldman Sachs, Jefferies, Citigroup
Co-Manager: LifeSci Capital
Link to Prospectus: Filed: 1-5-2024

Company: Innovex Downhole Solutions, Inc.
Symbol: INVX (NYSE)
Description: Innovex designs, manufactures, sells and rents mission critical engineered products to the global oil and natural gas industry.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriters: Goldman Sachs, Piper Sandler, J.P. Morgan, Barclays, Citigroup, Evercore ISI, Pickering Energy Partners
Link to Prospectus: Filed: 1-5-2024

Company: Amer Sports, Inc.
Symbol: AS (NYSE)
Description: Amer Sports is a global group of iconic sports and outdoor brands, including Arc’teryx, Salomon, Wilson, Atomic and Peak Performance.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriters: Goldman Sachs, BofA Securities, J.P. Morgan, Morgan Stanley, Citigroup, UBS Investment Bank
Co-Manager(s): Baird, BNP PARIBAS, CICC, CLAS, Evercore ISI, TD Cowen, Wells Fargo, Deutsche Bank, HSBC, Blaylock Van LLC, Drexel Hamilton, Loop Capital, Ramirez & Co., Siebert Williams Shank, Tigress Finanical
Link to Prospectus: Filed: 1-4-24

Company: BrightSpring Health Services, Inc.
Symbol: BTSG (Nasdaq)
Description: They are a leading home and community-based healthcare services platform, focused on delivering complementary provider and pharmacy services to complex patients.
Shares: TBD
Price Range: TBD
Trade Date: TBD
Underwriters: Goldman Sachs, KKR, Jefferies, Morgan Stanley, UBS, BofA Securities, Leerink Partners, Wells Fargo, Deutsche Bank, HSBC, Mizuho, BMO Capital Markets, Loop Capital Markets
Link to Prospectus: Filed: 1-2-2024

Company: CG Oncology, Inc
Symbol: CGON (Nasdaq)
Description: They are a late-stage clinical biopharmaceutical company focused on developing and commercializing a potential backbone bladder-sparing therapeutic for patients afflicted with bladder cancer.
Price Range: TBD
Market Cap: TBD
Trade Date: TBD
Underwriters: Morgan Stanley, Goldman Sachs, Cantor
Co-Managers: LifeSci Capital
Link to Prospectus: Filed: 1-02-24

Company: American Healthcare REIT, Inc.
Symbol: AHR (NYSE)
Description: They are a leading internally-managed REIT that acquires, owns and operates a diversified portfolio of clinical healthcare real estate properties, focusing primarily on MOBs, senior housing, SNFs, hospitals and other healthcare-related facilities.
Shares: TBD
Price Range: TBD
Market Cap: TBD
Trade Date: TBD
Underwriters: BofA Securities, Morgan Stanley, KeyBanc Capital, Citigroup
Link to Prospectus: Updated Prospectus: 1-2-24