The IPO market has grown quiet again. Here's what is behind the shift in sentiment

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The weeks before Thanksgiving usually bring a spate of large IPOs eager to go public before the holiday season starts. But this year, nothing is happening.

This is it: the weeks before Thanksgiving usually bring a spate of large IPOs eager to go public before the holiday season starts.

Waystar, which was considering launching its roadshow last week, is reportedly delaying its IPO until December or into 2024. Airbnb went public in December 2020 and raised $3.5 billion. The day before that, Doordash raised $3.4 billion. A month earlier, in November 2020, Sotera Health raised $1.1 billion, and Miravai Life Sciences raised $1.6 billion.So far, 96 IPOs have raised $18.8 billion in 2023, according to Renaissance Capital. That's following on 2022, when a measly $7.7 billion was raised, the worst year for IPOs in decades. By contrast, a normal year should see at least $50 billion raised.

American Healthcare REIT, which filed in September 2022, filed updated financials and announced an additional underwriter this week.So what happens to some of the older IPO candidates like Reddit or Stripe? As time goes on, they get less interesting.

 

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