🏦LTB
Series 79: Underwriting & New Financing
Series 79 practice questionhardSyndicate Formation

A $750 million IPO has three joint bookrunners with economics split 40%/35%/25%. The gross spread is 5.5%. What is the approximate total compensation for the bookrunner with the 35% economics?

  1. A$10.3 million
  2. B$14.4 million✓ Correct answer
  3. C$26.3 million
  4. D$41.3 million
Explanation

Why B$14.4 million

The total gross spread is $750 million x 5.5% = $41.25 million. The bookrunner with 35% economics would receive approximately $41.25 million x 35% = $14.44 million. This compensation covers the firm's share of the management fee, underwriting fee, and selling concession. In practice, the economics may not be split precisely according to these percentages across all three components, as the lead bookrunner often receives a disproportionate share of the management fee.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 477+ Series 79 questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Underwriting & New Financing questions