Internet DealBook Annual Report 2012

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Annual Global M&A andInvestment Activity Review1 January 31 December 2012

Internet DealBook is published by Online Agility, a Right Click Capital company

Internet DealBook


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Internet DealBook

Global Overview

1 January - 31 December 2012

Over $80bn of investments and acquisitions

4150 deals tracked from public sources

All amounts are USD

2011 figures have been updated since the 2012 Annual


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Internet DealBook

Global Geographic Overview

Deal value by region ($bn)

$80

$70

$60

$50

$40

$30

$20

$10

$0

ADV

2011 - $115m

2012 - $33m

ADV

2011 - $48m

2012 - $46mADV

2011 - $38m

2012 - $23m

ADV

2011 - $6m

2012 - $39m

ADV

2011 - $110m

2012 - $67m

ADV

2011 - $43m

2012 - $27m

ADV = Average deal

Billions

value

Rest of World South America Middle East Europe North America$0.27 $0.63 $1.16 $9.12 $11.83 $57.50

2011 2012

$0.11 $0.02 $1.10 $5.81 $24.24 $51.90


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Internet DealBook

Deal number by region

Global Geographic Overview

North America 2997

Europe 597

Asia/Pacific 424

Middle East 78

South America 38

Rest of World 16


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Internet DealBook

Top 10 Countries

Countries by deal value ($bn)

ADV = Average deal value

$60

$50

$40

$30

$20

$10

$0

Hong Kong Israel Netherlands New Zeland Germany Canada China Japan UK US

$0.89 $1.05 $1.06 $1.21 $1.47 $1.88 $2.75 $2.84 $7.50 $55.59

ADV

$149m

ADV

$121m

ADV

$69m

ADV

$41m

ADV

$45m

ADV

$333m

ADV

$96m

ADV

$39m

ADV

$129m

ADV

$51m

Billions


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Internet DealBook

Countries by deal number

US 2,902

UK 214

India 117

Canada 93

Germany 88

Australia 85

China 81

France 61

Israel 56

Spain 37

Top 10 Countries


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Internet DealBook

Investment value by region ($bn)

$25

$20

$15

$10

$5

$0

Rest of World Middle East North America $0.03$0.00 $0.38$0.18

Europe$2.11 $3.02

South America$0.19$0.02 $20.31$17.05

Asia/Pacic$3.14$4.13

Global Overview - Investments

ADV

2011 $16m

2012 $10m

ADV

2011 - $0m

2012 - $14m

ADV

2011 - $19m

2012 - $14m

ADV

2011 - $7m

2012 - $9m

ADV

2011 - $13m

2012 - $ 9m

ADV

2011 - $43m

2012 - $19m

Billions


2011 2012


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Internet DealBook

Number of investments by region

North America 2,289

Europe 444

Asia/Pacific 265

Middle East 57

South America 25

Rest of World 10

Global Overview - Investments


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Acquisition value by region ($bn)

Global Overview - Acquisitions

$0.11 $0.01 $0.91 $1.67 $22.12 $34.85$0.24 $0.44 $0.77 $5.99 $8.80 $37.19

$0

$5

$10

$15

$20

$25

$30

$35

$40

Rest of World South America Middle East Asia/Pacic Europe North America

Billion

s

ADV

2011 $110m

2012 $120m

ADV

2011 $2m

2012 $148m

ADV

2011 $228m

2012 $97m

ADV

2011 $70m

2012 $200m

ADV

2011 $527m

2012 $294m

ADV

2011 $254m

2012 $282m


2011 2012


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Number of acquisitions by region

North America 708

Asia/Pacific 159

Europe 153

Middle East 21

South America 13

Rest of World 6

Global Overview - Acquisitions


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Sectors by deal value ($bn)

Sector Overview

$3.17 $3.46 $2.91 $8.40 $6.30 $7.20 $43.56 $8.14$2.24 $3.33 $3.64 $4.74 $6.26 $7.38 $26.29 $26.64

$-

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

Transactions Games Mobile & Apps Marketing Ecommerce Media Software & Services Hardware & Infrastructure

Billio

ns

ADV

2011 $33m

2012 $13m

ADV

2011 $53m

2012 $32m

ADV

2011 $16m

2012 $10m

ADV

2011 $38m

2012 $22m

ADV

2011 $40m

2012 $27m

ADV

2011 $41m

2012 $29m

ADV

2011 $69m2012 $22m

ADV

2011 $181m

2012 $117m


2011 2012


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Internet DealBook

Sectors by deal number

Software & Services 1709

Mobile Apps 517

Media 424

Marketing 406

Hardware & Infrastructure 337

Ecommerce 330

Transactions 247

Games 180

Sector Overview


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Internet DealBook


Sector Overview - Investments

$1.10 $1.90 $2.59 $4.52 $1.44 $0.87 $4.46 $6.63$0.63 $1.41 $2.09 $2.37 $2.51 $3.21 $3.70 $11.15$0

$2

$4

$6

$8

$10

$12

Games Marketing Transactions Media Mobile & Apps Hardware & Infrastructure Ecommerce Software & Services

Billi

ons

ADV

2011 $21m

2012 $7m

ADV

2011 $10m

2012 $7m

ADV

2011 $12m

2012 $10m

ADV

2011 $31m2012 $17m

ADV

2011 $30m

2012 $19mADV

2011 $8m

2012 $7m

ADV

2011 $30m2012 $10m

ADV

2011 $32m

2012 $12m


2011 2012


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Internet DealBook



Mobile & Apps 429

Media 305Ecommerce 269

Marketing 239

Hardware & Infrastructure 189

Transactions 202

Games 127

Sector Overview - Investments


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Internet DealBook


Sector Overview - Acquisitions

$0.57 $1.47 $1.84 $2.37 $6.54 $2.69 $36.93 $7.27$0.15 $1.13 $2.56 $2.70 $3.33 $5.00 $15.14 $23.43

$0

$5

$10

$15

$20

$25

$30

$35

$40

Transactions Mobile & Apps Ecommerce Games Marketing Media Software & Services Hardware & Infrastructure

Billion

s

ADV

2011 $44m

2012 $24m

ADV

2011 $105m

2012 $102m

ADV

2011 $168m

2012 $233m

ADV

2011 $182m

2012 $180m

ADV

2011 $211m

2012 $145m

ADV

2011 $100m

2012 $218m

ADV

2011 $429m

2012 $252m

ADV

2011 $454m

2012 $418m


2011 2012


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Internet DealBook



Marketing 167

Hardware & Infrastructure 148Media 119

Mobile & Apps 88

Ecommerce 61

Games 53

Transactions 45

Sector Overview - Acquisitions


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Internet DealBook

Total deal value/population

IDB Population Index

Country population statistics from Internet World Stats

23 46 55 63 64 119 125 139 177 280

0

50

100

150

200

250

300

Australia Switzerland Canada Netherlands Iceland UK Hong Kong Israel US New Zealand

* Barbados was omitted due to outlying data


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Internet DealBook

Total deal value/Internet user population

IDB Internet User Index

Country Internet population statistics from Internet World Stats

28

* Barbados was omitted due to outlying data

56 66 66 68 142 168 198 227 318

0

50

100

150

200

250

300

350

Japan Switzerland Iceland Canada Netherlands UK Hong Kong Israel US New Zealand


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Internet DealBook

For lists of deals, investments, and acquisitions, by

geography and sector, visit InternetDealBook.com

and join the weekly newsletter for regular updates


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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 Sources

All information contained in this presentation was sourced using Internet

DealBooks database of 4150 deals for 2012. All additional information

used to create the IDB indices, was sourced from InternetWorldStats.com

on 2 February 2013. Internet DealBook collects and compiles all their

data from publicly available sources. Average deal values are calculated

using only deals where the value has been disclosed. Visit InternetDealbook 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

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Internet DealBook Annual Report 2012