Trying to build a model of a company that's existed for decades now but only IPO'd a couple of months ago. What would be the best way (or normal way) to get the financial statements prior to the IPO? Would those be considered public information?
Trending Content - Investment Banking Forum
| +190 | Evercore > Goldman and I don’t think it’s particularly close anymore | 65 | 15h |
| +157 | Article: Why UBS's Asian M&A bankers are thriving and UBS's American M&A bankers are not | 17 | 1d |
| +87 | UBS Offer Day | 31 | 1h |
| +85 | Think Twice before Recruiting for HOUSTON IB!! | 44 | 2h |
| +71 | I hate Wells Fargo | 19 | 1d |
| +52 | No return offer - feeling like a failure is an understatement | 21 | 5h |
| +49 | How cooked am I as an incoming WF IB SA 2027? | 17 | 1d |
| +47 | WF Return offers | 28 | 3d |
| +40 | 2026 Investment Banking Return Offer Climate | 25 | 1d |
| +39 | Should I go back into a junior IBD role for comp? | 16 | 3d |
Career Resources
This should all be in the s1, at least for a few years pre-IPO. How far back do you need?
I think companies typically only provide the recent three years when they go public. There'd be no way to obtain financials prior to that.
I've seen transaction agreements where the language stated that a company couldn't go public until three years after the transaction occurred. This way it would never show up in a public audit somewhere. One example is a significant royalty buyout for a celebrity who doesn't want people to know how rich they are.
You can often get partial financial statements and financial data if you look at annual filing of company in the time it goes public. As I get on PreIPOPros(dot)com about the recent company's IPO prospects and valuation for the investment purpose.
Voluptas quae sit aliquid quibusdam repellat et est. Perferendis consequatur accusamus ut facilis repellendus voluptatibus dolores. Eos esse dolor aut optio temporibus adipisci ipsam. Nam deserunt error nesciunt sint voluptatem. A vero recusandae excepturi quibusdam id.
Neque sit rerum quia ab qui maxime tenetur. Voluptatem veritatis sunt ducimus voluptatibus nam.
Delectus officiis et cupiditate maxime. Et ut et beatae. Debitis veritatis ex harum et. Numquam sapiente rem officia voluptas non molestiae. Omnis illum qui laudantium eos consectetur provident modi.
Assumenda corrupti excepturi dolores fugit eligendi. Accusamus cupiditate ea dolores porro. Libero ut ut esse omnis voluptatem similique commodi similique.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...