Testing the waters

Author: | Published: 2 May 2012

The Jumpstart Our Business Startups (Jobs) Act has altered in certain fundamental ways the landscape of the federal securities laws. One such change permits issuers that qualify as emerging growth companies (EGCs) and their underwriters to test the waters with qualified institutional buyers or institutional accredited investors before and after the filing of a registration statement to determine their level of interest in the contemplated securities offering.

This type of pricing discovery should prove especially useful to EGC's in connection with the initial public offering (IPO) process.

The Securities Act of 1933 generally makes it unlawful for any person to make any offer to sell a security unless a registration statement with respect to the security is on file with the SEC. Similarly, while oral offers are permitted following the filing of a registration statement, written offers are generally prohibited unless made by means of a compliant prospectus.

Marking a...