Securities

Primary Market

The primary market is where new securities are issued and sold for the first time, with proceeds going directly to the issuing company or government—including IPOs and new bond offerings.

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Exam Tip

Primary market = NEW securities, proceeds to ISSUER. Secondary market = existing securities, proceeds to SELLER.

What is the Primary Market?

The primary market is where securities are created and sold for the first time. When a company issues new stock through an IPO or a government issues new bonds, these transactions occur in the primary market. The issuer receives the proceeds directly.

Primary vs. Secondary Market

FeaturePrimary MarketSecondary Market
SecuritiesNew issues onlyPreviously issued
ProceedsGo to issuerGo to seller
ExampleIPONYSE, NASDAQ trading
PricingSet by underwriter/issuerSet by supply/demand

Types of Primary Market Offerings

TypeDescription
IPO (Initial Public Offering)First public sale of stock
Follow-on OfferingAdditional shares after IPO
Private PlacementSale to select investors
Bond IssuanceNew corporate or government bonds
Rights OfferingNew shares to existing shareholders

The IPO Process

StepActivity
1Company selects underwriter(s)
2Due diligence and registration (S-1)
3SEC review and comments
4Roadshow and book building
5Pricing and allocation
6Trading begins on exchange

Underwriting Methods

MethodDescriptionRisk
Firm CommitmentUnderwriter buys all sharesUnderwriter bears risk
Best EffortsUnderwriter sells what they canIssuer bears risk
All-or-NoneMust sell all or deal cancelledShared risk
Mini-MaxMinimum must be soldPartial protection

Who Participates in Primary Market

ParticipantRole
IssuerCompany/government selling securities
UnderwriterInvestment bank managing sale
SyndicateGroup of underwriters sharing risk
InvestorsInstitutional and retail buyers
SECRegulatory oversight

Key Documents

DocumentPurpose
Registration StatementFull disclosure to SEC
ProspectusInvestor disclosure document
Red HerringPreliminary prospectus
Tombstone AdAnnouncement of offering

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