US IPOs and Secondary Offerings, IPO Boutique

IPO Boutique

For more than 20 years, we have been providing research, analysis, commentary and ratings on US Equity Capital Markets to institutional investors (US IPOs and Secondary Offerings). Our vast network of contacts across the Equity Capital Markets and attention-to-detail sets us apart from our competitors.

Since 2012, we have achieved a successful hit rating on 89% of Buy-rated IPOs. The collective “Buy” ratings averaged a first trade of 16.3% above issue.Our Neutral Rated Deals averaged just 2% above the issue price at first trade.

Our written research includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

In addition, we provide a high-touch premium desk access which includes analyst access, as well as real time insights on US IPOs as well as secondary offerings.

US IPOs and Secondary Offerings

Once Upon a Farm (OFRM): Crowded Sector, Clean Execution: Once Upon a Farm IPO Impresses

Once Upon a Farm (OFRM): Six Months Later: Fresh Growth Story Faces the Public Market Test

Once Upon a Farm (OFRM): Peeking at the IPO Prospectus of a Fresh Food Consumer Company

Once Upon a Farm (OFRM): Fresh Food Consumer Company Sets Terms for Long-Awaited IPO

IPOs and Secondary Offerings

Equity Capital Markets

Once Upon a Farm, PBC / Equity Capital Markets

<ul>
<li>10.99 million shares at a price range of $17–$19; Backers: CAVU Venture and Jennifer Garner are not selling shares.</li>
<li>Net sales $225.9M, 64% CAGR since 2018; strong retail and e-commerce distribution with expanding product portfolio.</li>
<li>Improving margins and EBITDA are positives, but intense competition and celebrity-backed IPO history suggest a cautious investment stance.</li>
</ul>


10.99 million shares at a price range of $17–$19; Backers: CAVU Venture and Jennifer Garner are not selling shares.
Net sales $225.9M, 64% CAGR since 2018; strong retail and e-commerce distribution with expanding product portfolio.
Improving margins and EBITDA are positives, but intense competition and celebrity-backed IPO history suggest a cautious investment stance.


Once Upon a Farm (OFRM): High Growth in Healthy Snacks, Yet Challenges Remain for Upcoming IPO