Internet Dealbook Annual Report 2015

8/9/2019 Internet Dealbook Annual Report 2015

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Internet DealBook

Annual Global M&A andInvestment Activity Review1 January - 31 December 2014

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


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Internet DealBook

Disclaimer The information contained herein is of a general nature and comes fromindependent sources. It is not intended to address the circumstances ofany particular individual or entity. Although we endeavour to provide

accurate and timely information, there can be no guarantee that suchinformation is accurate as of the date it is received or that it will continueto be accurate in the future. No one should act on such informationwithout appropriate professional advice after a thorough examination ofthe particular situation. Accordingly Internet DealBook and all its relatedentities hereby excludes any liability to any person in consequence of his

purported reliance upon information contained herein or omitted herefrom (whether express or implied) or otherwise furnished in connectionherewith. Any requests for information in connection with this documentshould be addressed directly to Internet DealBook and to no other party.

Informational SourcesAll information contained in this presentation was sourced using InternetDealBook’s database. All additional information used to create the IDBindices, was sourced from InternetWorldStats.com on 2 February 2013.

Internet DealBook collects and compiles all their data from publiclyavailable sources. Average deal values are calculated using only dealswhere the value has been disclosed. Visit Internet Dealbook for moreinformation on the methodology used for tracking and collating deals.

Copyright Notice

This report is compiled and published by Internet DealBook and iscovered by copyright. All rights reserved. No part of the publication maybe published, reproduced (see exception below), stored in a retrieval

system, translated, or transmitted in any form or by any means now orhereafter known, electronic or mechanical, without correct attributionand a link back to Internet DealBook according to the guidelines below.

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individual or organisation who requested the creation of this documentfrom Internet DealBook. Should a party wish to syndicate or reproduce thecontent contained herein, they must provide a link back to InternetDealBook and properly reference/cite Internet DealBook within the article/ document/site or medium/place of reproduction. Internet DealBook

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Internet DealBook

Global Overview

Over $156bn of investments and acquisitions

4,202 deals tracked from public sources

All amounts are in USD

IPOs have been excluded from deal values and numbers

1 January - 31 December 2014


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Internet DealBook

Global Geographic Overview

$0.27 $1.90 $0.29$10.04 $14.30

$203.00

$0.44 $2.13$9.52

$13.70$21.51

$109.01

$-

$50

$100

$150

$200

$250

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

B i l l i o n s

2013 2014

ADV2013 - $32.21m2014 - $23.93m

ADV2013 - $17.58m

2014 - $680.12m

ADV2013 - $44.46m2014 - $35.97m

ADV2013 - $34.06m2014 - $38.83m

ADV2013 - $99.17m2014 - $47.37m

ADV = Average Deal Value

ADV2013 - $8.38m

2014 - $21.98m

Deal value by region ($bn)

$0


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Internet DealBook

Global Geographic Overview

North America = 2,822

Europe = 734

Asia/Pac = 507

Middle East = 98

Rest of World = 26

South America = 17

Deal number by region

505


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Internet DealBook

Top 10 Countries

$0.11 $0.14 $0.19 $0.22$0.30 $0.40 $0.41

$0.95 $0.99

$10.79

$0

$2

$4

$6

$8

$10

$12

Israel Netherlands Germany UK Sweden China India Brazil Spain US

B i l l i o n s

ADV$48.51m

ADV$13.80m

ADV$73.77m

ADV$31.21m

ADV$11.82m

ADV$114.47m

ADV$40.64m

ADV$44.66m

ADV$791.76m

ADV$367.06m


Countries by deal value ($bn)


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Top 10 Countries

US = 2,723

UK = 237India = 123

China = 120

Germany = 117

Australia = 102

Canada = 99

Israel = 90

France = 66

Japan = 50

Countries by deal number

100


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Internet DealBook

Global Overview - Investments

$0.21 $0.27 $0.24

$4.76$5.60

$24.64

$0.24 $0.30 $0.64

$5.67

$10.07

$38.01

$0

$5

$10

$15

$20

$25

$30

$35

$40

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

B i l l i o n s

2013 2014

ADV2013 - $8.38m

2014 - $16.74m

ADV2013 - $4.59m2014 - $8.07m

ADV2013 - $11.73m2014 - $10.80m

ADV2013 - $28.89m2014 - $28.86m

ADV2013 - $12.40m2014 - $17.27m

ADV2013 - $13.11m2014 - $20.72m


Investment value by region ($bn)


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Internet DealBook

Global Overview - Investments

Number of investments by region

North America = 2,427Europe = 620

Asia/Pac = 409

Middle East = 84

Rest of World = 19

South America = 14


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Internet DealBook

Global Overview - Acquisitions

$0.00 $1.65$4.44

$0.08

$9.54

$178.35

$0.13 $1.48$3.62

$9.27$15.84

$71.00

$0

$20

$40

$60

$80

$100

$120

$140

$160

$180

$200

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

B i l l i o n s

Acquisition value by region ($bn)

2013 2014

ADV2013 - $276.16m

2014 - $165.00m

ADV2013 - $138.84m

2014 - $113.43m

ADV2013 - $89.00m

2014 - $4.63bn

ADV2013 - $681.51m

2014 - $546.29m

ADV2013 - $2.92bn

2014 - $702.99m

ADV2013 - $0.00m

2014 - $69.15m



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Internet DealBook

Global Overview - Acquisitions

North America = 395

Europe = 114

Asia/Pac = 98

Middle East = 14

Rest of World = 7

South America = 3

Number of acquisitions by region

96


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Internet DealBook

Sector Overview

$5.99$2.21 $4.13 $4.37

$6.03 $5.58

$184.26

$17.22

$3.25 $6.76$7.21 $7.67

$23.32 $28.05

$39.86 $40.18

$0

$20

$40

$60

$80

$100

$120

$140

$160

$180

$200

Media Games Marketing Ecommerce Transactions Mobile & Apps Hardware &Infrastructure

Software &Services

B i l l i o n s

Deal value by sector ($bn)

2013 2014

ADV2013 - $25.50m2014 - $23.57m

ADV2013 - $28.39m

2014 - $105.65m

ADV2013 - $15.55m2014 - $27.74m

ADV2013 - $21.67m2014 - $45.12m

ADV2013 - $19.34m2014 - $33.50m

ADV2013 - $17.66m2014 - $68.93m

ADV2013 - $1.07bn

2014 - $204.41m

ADV2013 - $14.12m2014 - $28.11m



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Internet DealBook

Sector Overview

Number of deals by sector

Software & Services = 1,826

Transactions = 836

Mobile & Apps = 504

Marketing = 336

Hardware & Infrastructure = 232

Ecommerce = 209

Media = 188

Games = 73

1,824


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Internet DealBook

Sector Overview - Investments

$2.20$3.45 $4.04

$2.42 $2.23

$4.33

$2.97

$14.05

$0.93$1.83 $2.27

$2.44$4.05

$6.05

$15.37

$21.97

$0

$5

$10

$15

$20

$25

Games Media Hardware &Infrastructure

Marketing Mobile & Apps Ecommerce Transactions Software &Services

B i l l i o n s

Investment value by sector ($bn)

2013 2014

ADV2013 - $29.00m2014 - $16.46m

ADV2013 - $15.44m2014 - $13.87m

ADV2013 - $28.25m2014 - $12.65m

ADV2013 - $9.51m

2014 - $10.07m

ADV2013 - $7.25m

2014 - $10.55m

ADV2013 - $21.79m2014 - $37.63m

ADV2013 - $10.04m2014 - $22.80m

ADV

2013 - $11.85m2014 - $16.23m



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Internet DealBook

Sector Overview - Investments

Number of investments by sector

Software & Services = 1,539

Transactions = 753

Mobile & Apps = 420

Marketing = 262


Ecommerce = 190

Media = 144

Games = 62


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Internet DealBook

Sector Overview - Acquisitions

$2.53 $0.04 $1.71 $0.01 $3.06 $3.17 $3.34

$180.20

$1.42 $1.61 $4.76$5.82 $7.94

$18.20$24.00

$37.58

$0

$20

$40

$60

$80

$100

$120

$140

$160

$180

$200

Media Ecommerce Marketing Games Transactions Software &Services

Mobile & Apps Hardware &Infrastructure

B i l l i o n s

Acquisition value by sector ($bn)

2013 2014

ADV2013 - $230.39m2014 - $237.13m

ADV2013 - $13.49m

2014 - $179.26m

ADV2013 - $155.55m2014 - $280.26m

ADV2013 - $5.00m

2014 - $831.95m

ADV2013 - $191.31m2014 - $361.32m

ADV2013 - $90.76m

2014 - $239.59m

ADV2013 - $418.20m2014 - $1.04bn

ADV2013 - $6.43bn

2014 - $2.50bn



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Internet DealBook

Sector Overview - Acquisitions

Number of acquisitions by sector

Software & Services = 287

Mobile & Apps = 84

Transactions = 83

Marketing = 74

Media = 44


Ecommerce = 19

Games = 11

285


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Internet DealBook

IDB Population Index

M i l l i o n s

$46.88 $51.59

$83.06

$98.48

$121.63$130.33

$144.68

$207.61

$317.85

$338.59

$-

$50

$100

$150

$200

$250

$300

$350

$400

Brazil Belgium Netherlands Singapore Norway Hong Kong Israel Spain Sweden US

Total deal value/population ($m)

*Viber Media has been excluded due to outlying data


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Internet DealBook

IDB Internet User Index

M i l l i o n s

Total deal value/internet user population ($m)

$57.10

$86.55 $86.83

$123.10 $127.89

$161.18

$190.88

$277.57

$335.36

$389.51

$-

$50

$100

$150

$200

$250

$300

$350

$400

$450

Belgium Brazil Netherlands Singapore Norway Hong Kong Israel Spain Sweden US

*Viber Media has been excluded due to outlying data

$0


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Internet DealBook

For lists of deals, investments, and acquisitions, by

geography and sector, visit InternetDealBook.comand join the weekly newsletter for regular updates


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Internet DealBook

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

Documents

Internet Dealbook Annual Report 2015