The Motley Fool

JULY 17, 2023

These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. While IPO investing is typically reserved for high-net-worth individuals, from time to time, other companies may participate and buy into competitors' offerings.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Axial

MAY 4, 2023

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing due diligence / legal process to close.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

MARCH 20, 2025

Financial buyers are made up of private equity firms, hedge funds, independent sponsors, family offices, search funds, and high-net-worth individuals. They chose a strategic buyer that knew the ins and outs of the business and did a significant amount of due diligence before submitting their LOI.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40