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Third Quarter 2012 Report Executive Summary

Overview

• USD37.1bn of investments and acquisitions tracked in Q3 2012, up 18% from USD31.5b in Q3 2011 • 1256 deals tracked from public sources in Q3 2012, up from 854 deals in Q3 2011 • Number of deals disclosed as a percentage of deals tracked increased to 67% from 63% in the

previous year • All regions and sectors (except Marketing) have experienced growth in the number of deals • Average deal value for investments has fallen slightly to USD13.1m in Q3 2012, down 4.4% from

USD13.7m in Q3 2011 • Average deal value for acquisitions has fallen slightly to USD403.3m in Q2 2012, down 1.4% from

USD409.1m in Q2 2011

Deals by region

• Europe leads all regions with an average deal value of USD114.3m. Asia Pacific comes second at USD101.0m. This compares with North America at USD30.9m. North America still accounted for the vast bulk of deals tracked, recording USD20.8bn, or 56%, out of USD37.1bn recorded for all regions

• Average deal values have fallen by 33% in Europe and North America. On the other hand, Asia Pacific experienced significant growth of 378% in the same metric, whilst the rest of the world increased by 19%

• 68% growth in number of deals in Rest of World region-category, with North America coming second at 53% and Asia Pacific at 42%

• Europe leads average deal value in both investments and acquisitions with USD33.7m and USD579.2m respectively

Deals by sector

• Total deal value for Hardware & Infrastructure businesses has increased 118% to USD10.3bn in Q3 2012, from USD4.8bn in Q3 2011. This comes on top of a five fold increase in number of deals in the sector

• Marketing is the only sector to record a decrease in number of deals, down 13% from Q3 2011. During the same period however, the marketing sector recorded a 71% increase in deal value, resulting in a 145% growth in average deal value

• The growing average deal value in the Marketing sector is a result of increasing acquisitions, which almost doubled in Q3 2012. As a result the Marketing sector saw a 233% increase in average acquisition deal value

• Marketing is also the only sector to record a decrease in number of investments

Key Statistics

Description Q3 2011 Q3 2012 Number of deals 852 1,256 Deals disclosed 540 837 Total deal value $31,519,225,828 $37,100,985,177 Average deal value $36,994,397 $29,539,001 Total investment value $6,562,241,212 $10,082,984,677 Total acquisition value $24,956,984,616 $27,018,000,500

 

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-53% -36% -26%

3% 19%

69% 71%

118%

-100%

-50%

0%

50%

100%

150%

Transactions Games Software & Services

Ecommerce Mobile & Apps Media Marketing Hardware & Infrastructure

Deal value growth by sector Q3 2011 - Q3 2012

-13%

5% 7% 48% 52% 59% 81%

555%

-100% 0%

100% 200% 300% 400% 500% 600%

Marketing Ecommerce Games Software & Services

Media Transactions Mobile & Apps Hardware & Infrastructure

Deal number growth by sector Q3 2011 - Q3 2012

-9%

7% 91%

572%

-100% 0%

100% 200% 300% 400% 500% 600% 700%

Europe North America Rest of World Asia/Pac

Deal value growth by region Q3 2011 - Q3 2012

21%

42%

53%

68%

0%

20%

40%

60%

80%

Europe Asia/Pac North America Rest of World

Deal number growth by region Q3 2011 - Q3 2012

 

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307%

-27% -58%

7%

-51% -5%

1385%

-500%

0%

500%

1000%

1500%

Europe North America Rest of World Asia/Pac

Average deal value growth by region Q3 2011 - Q3 2012

Investments Acquisitions

*Acquisitions for Rest of World omitted due to outlying data

14 30 21 43 74 45

317

50 9 9 18 18 34 60

117 123

$0

$100

$200

$300

$400

Mobile & Apps Transactions Ecommerce Games Software & Services

Media Hardware & Infrastructure

Marketing

Mill

ions

Average deal value by sector Q3 2011 and Q3 2012

2011 2012

13 46

21

170

15 31

101 114

$0

$50

$100

$150

$200

Rest of World North America Asia/Pac Europe

Mill

ions

Average deal value by region Q3 2011 and Q3 2012

2011 2012

4%

-2%

12%

-26% -53% -14%

-67% -40% -59% -56% -54% -21%

2%

100%

233%

-100%

0%

100%

200%

300%

Hardware & Infrastructure

Software & Services

Ecommerce Games Transactions Mobile & Apps Media Marketing

Average deal value growth by sector Q3 2011 - Q3 2012

Investments Acquisitions

 

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Disclaimer The information contained herein is of a general nature and 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.

Information Sources

Internet DealBook collects and compiles all its data from publicly available sources. Visit Internet DealBook for more information on the methodology used for tracking and collating deals.

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