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While most Internet financial reports have dealt with specific world regions or sectors, Internet DealBook takes a global perspective for an increasingly global world. Its Annual Global M&A and Investment Activity Review has been compiled from a detailed analysis of over 2,400 deals worth over USD104bn during 2011, identifying businesses that have been acquired or received funding, by geography and sector.
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Annual Global M&A and Investment Activity Review1 January – 31 December 2011
Internet DealBook is published by Online Agility, a Right Click Capital company
Internet DealBook
Internet DealBook
Global Overview
1 January - 31 December 2011
Over $104bn of investments and acquisitions
2407 deals tracked from public sources
All amounts are USD
Internet DealBook
Global Geographic Overview
Deal value by region ($bn)$80
$70
$60
$50
$40
$30
$20
$10
$0
ADV $60.38m
ADV $113.95m
ADV $59.15m
Rest of World Asia/Paci!c Europe North America $1.193 $7.246 $24.272 $71.991
ADV = Average deal value
ADV $37.28m
Internet DealBook
Deal number by region
North America – 1726
Europe – 393
Rest of World – 58
Global Geographic Overview
Internet DealBook
Top 10 Countries
Countries by deal value ($bn)$80
$70
$60
$50
$40
$30
$20
$10
$0
Germany Australia Sweden Israel Canada India China Luxembourg UK US .637 .850 1.024 1.047 1.599 1.835 3.708 8.500 12.583 70.391
ADV $29.83m
ADV $41.89m
ADV $103.01mADV
$31.49m
ADV $36.34m
ADV $8,500m
ADV $78.79m
ADV $63.26m
ADV $135.30m
ADV $60.01m
ADV = Average deal value
Internet DealBook
Countries by deal number
US – 1,649
UK – 168
Canada – 77
Australia – 76
Germany – 54
China – 53
India – 39
Israel – 34
France – 29
Netherlands – 19
Top 10 Countries
Internet DealBook
Investment value by region ($bn)
$25
$20
$15
$10
$5
$0 Rest of World Europe Asia/Paci!c North America 0.164 2.121 4.123 20.158
Global Overview - Investments
ADV $6.85m
ADV $43.86m
ADV $12.48m
ADV $52.09m
ADV = Average deal value
Internet DealBook
Number of investments by region
North America – 520
Europe – 223
Rest of World – 32
Global Overview - Investments
Internet DealBook
Acquisition value by region ($bn)
$60
$50
$40
$30
$20
$10
$0 Rest of World Asia/Paci!c Europe North America 1.028 3.124 22.150 51.833
Global Overview - Acquisitions
ADV $128.56mADV $104.12m
ADV $515.13m
ADV $62.45m
ADV = Average deal value
Internet DealBook
Number of acquisitions by region
North America – 1206
Europe – 170
Rest of World – 26
Global Overview - Acquisitions
Internet DealBook
Sectors by deal value ($bn)
$60
$50
$40
$30
$20
$10
$0 Mobile & Apps Transactions Games Ecommerce Media Marketing Hardware & Software Infrastructure & Services 2.906 3.166 3.654 6.315 7.244 9.053 12.559 59.804
Sector Overview
ADV $15.62m
ADV $40.22mADV
$33.33m
ADV $41.39m
ADV $279.09m
ADV $55.37m
ADV $40.78m
ADV $94.03m
ADV = Average deal value
Internet DealBook
Sectors by deal number
Software & Services – 956
Marketing – 370
Media – 265
Mobile & Apps – 260
Ecommerce – 228
Games – 131
Transactions – 125
Hardware & Infrastructiure – 72
Sector Overview
Internet DealBook
Sectors by deal value ($bn)
$7
$6
$5
$4
$3
$2
$1
$0 Games Mobile & Apps Marketing Hardware & Transactions Ecommerce Media Software Infrastructure & Services 1.088 1.437 1.897 2.192 2.594 4.456 4.596 6.720
Sector Overview - Investments
ADV $20.92m
ADV $78.28m
ADV $8.35m
ADV $31.63m
ADV $30.44m
ADV $10.04m
ADV $30.73m
ADV $12.38m
ADV = Average deal value
Internet DealBook
Sectors by deal number
Software & Services – 641
Marketing – 211
Mobile & Apps – 204
Media – 172
Ecommerce – 170
Transactions – 88
Games – 68
Hardware & Infrastructure – 36
Sector Overview - Investments
Internet DealBook
Sectors by deal value ($bn)
$60
$50
$40
$30
$20
$10
$0 Transactions Mobile & Apps Ecommerce Games Media Marketing Hardware & Software Infrastructure & Services 0.572 1.469 1.858 2.566 2.647 7.156 10.367 53.084
Sector Overview - Acquisitions
ADV $496.11m
ADV $183.31m
ADV $216.85m
ADV $104.95m
ADV $575.96m
ADV $132.74m
ADV $110.31mADV
$44.02m
ADV = Average deal value
Internet DealBook
Sectors by deal number
Software & Services – 315
Marketing – 159
Media – 93
Games – 63
Ecommerce – 58
Mobile & Apps – 56
Transactions – 37
Hardware & Infrastructure – 36
Sector Overview - Acquisitions
Internet DealBook
Total deal value/population
$240
$220
$200
$180
$160
$140
$120
$100
$80
$60
$40
$20
$0 Finland Singapore Czech Republic Ireland Australia Canada Sweden Israel UK US 10.54 12.65 23.31 32.57 39.06 46.99 112.69 140.15 200.69 224.73
IDB Population Index (excl Skype deal)
Country population statistics from Internet World Stats
Internet DealBook
Total deal value/population
$18,000
$16,000
$14,000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
$0 Singapore Czech Republic Ireland Australia Canada Sweden Israel UK US Luxembourg 12.65 23.31 32.57 39.06 46.99 112.69 140.15 200.69 224.73 16888.47
IDB Population Index
Country population statistics from Internet World Stats
Internet DealBook
Total deal value/internet user population
$300
$270
$240
$210
$180
$150
$120
$90
$60
$30
$0 India Czech Republic Jordan Australia Ireland Canada Sweden Israel UK US 18.35 35.55 39.28 49.91 50.01 59.31 121.96 199.00 244.60 287.31
IDB Internet User Index (excl Skype deal)
Country internet user statistics from Internet World Stats
Internet DealBook
Total deal value/internet user population
$24,000
$20,000
$16,000
$12,000
$8,000
$4,000
$2,000
$0
Czech Republic Jordan Australia Ireland Canada Sweden Israel UK US Luxembourg 35.55 39.28 49.91 50.01 59.31 121.96 199.00 244.60 287.31 20023.56
IDB Internet User Index
Country internet user statistics from Internet World Stats
Internet DealBook
For lists of deals, investments, and acquisitions, by geography and sector, visit InternetDealBook.com and join the weekly newsletter for regular updates
Internet DealBook
DisclaimerThe information contained herein is of a general nature and comes from independent sources. It is not intended to address the circumstances of any particular individual or entity. Although we endeavour to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation. Accordingly Internet DealBook and all its related entities hereby excludes any liability to any person in consequence of his purported reliance upon information contained herein or omitted here from (whether express or implied) or otherwise furnished in connection herewith. Any requests for information in connection with this document should be addressed directly to Internet DealBook and to no other party.
Informational SourcesAll information contained in this presentation was sourced using Internet DealBook’s database of 2407 deals for 2011. All additional information used to create the IDB indices, was sourced from InternetWorldStats.com on 2 February 2012. Internet DealBook collects and compiles all their data from publicly available sources. Visit Internet Dealbook for more information on the methodology used for tracking and collating deals.
Copyright NoticeThis report is compiled and published by Internet DealBook and is covered by copyright. All rights reserved. No part of the publication may be published, reproduced (see exception below), stored in a retrieval system, translated, or transmitted in any form or by any means now or hereafter known, electronic or mechanical, without correct attribution and a link back to Internet DealBook according to the guidelines below. The copyright owner consents that copies of articles may be made for personal or internal use, or for the personal or internal use of the company, individual or organisation who requested the creation of this document from Internet DealBook. Should a party wish to syndicate or reproduce the content contained herein, they must provide a link back to Internet DealBook and properly reference/cite Internet DealBook within the article/document/site or medium/place of reproduction. Internet DealBook wishes to be informed of the reproduction via email [email protected]. If you have any questions regarding our rights and permissions policies, or if you have a special request not covered by these guidelines, please contact Internet DealBook.
InternetDealBook.com
Internet DealBook is published by Online Agility, a Right Click Capital company
Internet DealBook