CompanySymbolDescriptionThemeDeal NotesUnderwritersDate ExpectedLink to Assets
Shoals TechnologiesSHLSSolar system componentsSolarBig demand in this space and excellent recent performance in names like Array (ARRY)Goldman, JPMTuesday, 1/26Shoals Page
QualtricsXMEnterprise SaaS company focused on customer experience.EcommerceBought by SAP on the eve of their IPO in 2018. The shift to online everything is a big benefit for XM.Morgan Stanley, GoldmanWednesday, 1/27Qualtrics Page
Ortho Clinical DiagnosticsOCDXIn-vitro DiagnosticsHealthcare ServicesLarge consumables business. Not much growth.JPM, BofAWednesday, 1/27Ortho Page
ZIM ShippingZIMLooking to the the "Uber of sea-based shipping."Supply ChainSupply chain disruption has helped their turnaround.Citi, GoldmanWednesday, 1/27ZIM Page
Vinci PartnersVINPAlternative asset manager in Brazil.Crypto?Haven't looked at this one yet.JPM, GoldmanWednesday, 1/27Vinci Page
Home Point CapitalHMPTResidential morgagesHome Sweet HomeLow rates have these coming out of the woodworkGoldman, WellsThursday, 1/28TBD
Southeastern GrocersSEGRGrocery store chain including Winn-DixieConsumer StaplesSeems a little late to the party but the space has been good.BofA, GoldmanThursday, 1/28SEGR Page
Mytheresa GroupMYTEFashion e-commerce platform that targets luxury buyers.Modern ConsumerThese guys are kind or the top of the pyramid in terms of the online luxury customer. Interesting story.Morgan Stanley, JP MorganWednesday, Jan 20thMYTE Page
RLX TechnologyRLXChina vape companyChinaSeems like vaping will be big in China - you'll pay up for it with this deal. Why not more underwriters?Citi, China RenaissanceWednesday, Jan 20thRLX Page
Dream Finders HomesDFHBuilder of entry and mid-priced homes in warm US states.Home Sweet HomeDemand is high and supply is low for these homes, especially in warm states. BofA, RBCWednesday, Jan 20thDFH Page
Patria InvestmentsPAXPrivate equity firm in Brazil focused on Latin AmericaFinanceSmall but very profitable. Taking a closer look. JP Morgan, BofAThursday, Jan 21stPAX Page
AffirmAFRMConsumer Credit CompanyFinTech[HOT] This is the big dog this week at over $1B offered at a $13B+ market value. Like UpStart (UPST) they are applying technology to the consumer credit space. BofA, Lehman, Goldman, Etc.PRICED $49AFRM Page
PetcoWOOFLarge pet-focused retailerPetsLarge conventional pet store chain moving more into pet services. $4B cap on $4.7B in sales. Prefer CHWY and BARK.Goldman, BofA, Citi, Evercore, CS, UBS, WellsPRICED $18WOOF Page
PoshmarkPOSHOnline fashion siteModern Consumer[HOT] This one isn't as "posh" as the name suggests. Heavily promoted with a proposed valuation of $3B on $250M in LTM sales. Prefer FTCH.Morgan Stanley, Goldan, Barclays, Stifel, et.al.PRICED $42POSH Page
Motorsport GamesMSGMGame developerGaming[HOT] Smaller deal at $60M with a ~$330M market cap. Probably around $20M in revenues this year with a positive EBITDA.Canaccord, BenchmarkPriced $20MSGM Page
PlaytikaPLTKGame developerGaming[HOT] The games are a little dull (but very popular) but the platform is interesting. More about data and monetization than content. $11B EV on $2.3B on profitable LTV.Morgan Stanley, CS, Citi, Goldan, UBS, BofAPriced $27PLTK Page
Kuke MusicKUKEClassical music in ChinaChinaSmall deal at $50M with a $300M market cap. No time to really look at this one. Deutsche BankPriced $10No public roadshow
Driven BrandsDRVNAutomotive ServicesAutos$700M deal, $17-$20, $3.2B cap on revs of $800M up 22% YoY.Morgan Stanley, BofA, GoldmanPriced $22DRVN Page
Qilian IntlQLILicorice extract maker in ChinaChinaInteresting little company in an area we have some interest in. I prefer shares of FREE to this one.Univest, Loop, Alexander (Yikes)Priced $5No public roadshow

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