Trading term

What is Underwriter?

The underwriters are the investment banks that run a company's IPO: they market the deal, recommend the offer price, and decide who gets the shares. The SEC's own bulletin says they distribute most of those shares to institutional and high net-worth clients.

A company that wants to sell shares to the public hires banks to do it. Those banks are the underwriters. They take the company round to potential buyers, collect indications of interest, work out what the market will pay, and recommend an offer price. On the night the deal prices, they set that number and they hand out the shares.

That second job is the one most people miss. The offer price is not a price anyone can walk up and pay. Shares are allocated, by the banks, to their own clients. The SEC puts it plainly in its investor bulletin: “underwriters and dealers will distribute most of the shares in the IPO to their institutional and high net-worth clients”. Everyone else buys once trading opens, at whatever the market is charging by then.

They're paid a percentage of the money raised, taken out of the proceeds before the company sees them. It's called the gross spread, and it's disclosed in the offering documents. The filings themselves are public: the registration statement is a Form S-1, the final priced prospectus is a 424B4, and both sit on EDGAR for anyone to read.

For example

In the example offering used in our IPO article, a company sells 20 million shares at $24, raising $480 million. A 7% underwriting fee is $33.6 million, so the company nets $446.4 million. Those are round example numbers, not a real deal.

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Why it matters to you

The underwriter is the reason there are two prices in every IPO instead of one. They set the offer price, and they choose who pays it. If you're an ordinary investor, you're almost certainly not on the allocation list, so the price you'll actually pay is the one the market prints after the shares start trading. Knowing that changes what the headline “priced at $24” means to you.

A big bank's name on the deal is not a seal of approval

Underwriters are paid to sell the offering, and the review the deal goes through isn't a verdict on it either. The SEC says so itself: its “declaration of effectiveness does not represent an approval of the merits of the IPO or an indication that the information disclosed is complete or accurate”. Nobody in the process is certifying that the shares are worth the price.

Frequently asked questions

What does an underwriter do in an IPO?

It markets the offering to investors, gathers indications of interest, recommends the offer price, and allocates the shares once the deal is priced. Several banks usually work on one deal, with one of them leading it.

How are underwriters paid?

By a percentage of the money the offering raises, deducted from the proceeds before the company receives them. In the example offering in our IPO article, a 7% fee on $480 million raised comes to $33.6 million.

Can I buy shares at the offer price?

Usually not. The SEC's investor bulletin states that underwriters and dealers distribute most of the shares to their institutional and high net-worth clients. Most people buy after trading opens, at the market price.

What do underwriters file with the SEC?

The company files a registration statement on Form S-1, which contains the prospectus, and files the final prospectus as a 424B3 or 424B4 once the offering is priced. All of it is public on EDGAR before you have to decide anything.

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