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An IPO is an important milestone for a company and its shareholders, and it has long-term business, human & financial implications. Our purpose is to demystify the IPO process by leveraging the personal experience of company executives, advisors, and other stakeholders. In IPO Stories we interview executives, founders, advisors and investors who share their experience of the IPO process. The podcast is hosted by Gautier Rousseau and Per Einar Ellefsen, the founders of Amundsen Investment Management, a European fund manager based in Paris and Oslo.
Episodes
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
Matt Briers has been the CFO of Wise since 2015. In 2021, Matt led the company to a direct listing on the London Stock Exchange, the first major direct listing in Europe.
Wise, founded in the UK in 2011 by Kristo Käärmann and Taavet Hinrikus, has revolutionized cross-border payments for individuals and businesses by making them easier, faster and cheaper. After 10 years as a private company, Wise followed in the footsteps of Spotify and Slack by doing a direct listing instead of a regular IPO, at a valuation of 11 billion dollars.
With Matt, we discuss the rationale and timing to go public for a profitable tech company which doesn’t need to raise money, his experience of the direct listing process, and the considerations around a UK listing rather than US.
If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.
Thursday Dec 28, 2023
Thursday Dec 28, 2023
Erik Salz has more than 15 years experience in equity research, most recently as an equity analyst at JP Morgan, where he particularly focused on IPO research and multi-industry coverage. During that time, he has been involved in more than 60 IPO projects.
With Erik, we wanted to get a better understanding of how sell-side analysts perform their work in relation to an IPO, how it relates to the coverage post-listing, and the lessons he has learned about how to engage with analysts and investors for a successful transaction.
If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.
Thursday Nov 23, 2023
Thursday Nov 23, 2023
Julia Stoetzel is the founder of Junicorn, an Investor Relations consultancy based in Germany, and host of the podcast Street Tweets. We first met Julia when she was Investor Relations director at DeliveryHero, and then 3 years later when she headed Investor Relations at About You, a Germany ecommerce company, during its IPO in 2021.
With Julia, we discuss her experience in Investor Relations, the importance of having an IR strategy during the IPO process, how to understand which investors you want to have on your shareholder registry from day one, and what makes a good Investor Relations hire.
If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.
Tuesday Oct 17, 2023
Tuesday Oct 17, 2023
Stéphane Boujnah is the CEO of Euronext, the largest European stock exchange, managing the bourses of Amsterdam, Brussels, Dublin, Lisbon, Oslo, Paris and Milan. Stephane has been the CEO for the last 8 years, leading an M&A drive that saw the company acquiring and integrating the Irish stock exchange in 2018, Oslo stock exchange in 2019 and Borsa Italiana in 2021.
With Stéphane, we go back to the origins of stock markets to discuss why they are the natural home for ambitious growth companies, the reforms needed to spur more equity investment in Europe, and the importance of trust when you are building a track record as a listed company CEO.
If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.
Friday Sep 22, 2023
Friday Sep 22, 2023
Paolo Dellachà is the CEO of Industrie De Nora, an Italian industrial company with global presence. It is the world’s leading supplier of electrodes for all major electrochemical processes – and have recently seen tremendous growth in applications for green hydrogen production.
After almost 100 years as a private family-owned company, De Nora listed in June 2022, in a €500mn transaction. With the market volatility in 2022, it was one of only a handful of companies to list globally that year. Paolo has also been through another IPO in 2023, as Deputy Chairman of Nucera, the electrolyzer JV between Thyssenkrupp and De Nora. With Paolo, we discuss the changes De Nora has been going through as its energy transition business has expanded, the IPO rationale in 2022, his experience from interactions with public markets investors, and the challenges to scale up the energy transition.
If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.
Thursday Aug 31, 2023
Thursday Aug 31, 2023
EDP is a Portuguese utility with a global footprint. In 2008, EDP listed its subsidiary EDP Renewables, one of the world's leading renewable energy developers and operators. EDPR is the world's 4th largest wind energy producersm with 15 GW of installed capacity, and a very ambitious growth plan.
With Miguel Stilwell d'Andrade, CEO of both EDP and EDP Renewables, we discuss the IPO process and timing of EDPR back in 2008, the revolution happening in the energy sector, how to build long-term relationships with investors, and the importance of equity markets to provide capital for renewable companies.
If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.
Wednesday Aug 16, 2023
Wednesday Aug 16, 2023
Emmanuel Thomassin is the CFO of Delivey Hero, one of the world's leading online food delivery platforms. He has been the CFO since 2014 and led the company through its successful €1bn IPO on the Frankfurt stock exchange in 2017. Since then, Delivery Hero have continued leading the charge in food delivery globally, using the listing as a catalyst to fund important acquisitions and continue growing the organization.
With Emmanuel, we discuss important elements surrounding the IPO process from the company perspective: preparation and benefits of preparation for an IPO, the rationale for going public, considerations around listing location, and post-listing dangers and pitfalls.
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a sollicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purposes only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.
Monday Jul 17, 2023
Monday Jul 17, 2023
Laurence Borde is the founder of Mediatree, an agency specializing in accompanying companies in the preparation and implementation of the IPO roadshow.
With Laurence, we discuss the human element of the IPO process: how chief executives should prepare the company, and themselves, for an IPO: from the optimal organizational structure to your personal physical preparation to manage your energy throughout the process.
If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com
Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a sollicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purposes only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.