Report Summary

Synopsis

Analysis and opinion on monthly deal activity, along with the trend for the last six months for merger and acquisition (M&A), private equity, private placement, IPO, secondary offering, and alliance/partnership deals.

Introduction

This report contains extensive qualitative and quantitative analysis of monthly deal activity (including strategic alliances) in the banking, asset management, insurance, investment banking, capital markets and brokerage, and cards sectors across global markets, with a specific focus on key emerging markets. It offers insights into deal activity, deal rationale, and valuation trends.

Scope

*Analysis through two deliverables – analyst opinion on key deals (PDF brief), and monthly roundup with analysis of trends and drivers (PowerPoint)

*Insights into deal activity across M&A, private equity, private placement, IPO, secondary offering, and strategic alliance deals

*Analysis on all key sectors, namely banking, asset management, insurance, investment banking, capital markets and brokerage, and cards

*Detailed analysis of the deal activity during the month, along with the trend for the last six months by deal volume and value

Highlights

• The financial services sector recorded 188 M&A deals in September, an increase of 2.5% over the six-month average. M&A activity in the retail banking segment was driven by consolidation to survive the severe liquidity crisis resulting from the sub-prime collapse.
• The corporate and investment banking segment recorded significant M&A activity, led by the collapse of Lehman Brothers and acquisition of Merrill Lynch. Activity in the capital markets and brokerage segment was focused on commodity and forex trading.
• Fundraising through public capital markets witnessed significant activity, recording a 14.6% increase in value terms over the six-month average. Companies in the financial services sector raised $249.4bn through private placements; activity was led by the rescue of Freddie Mac and Fannie Mae.

Reasons to Purchase

*Understand which sectors are experiencing the most activity, and which type of investor, and advisor are playing the significant roles

*Find out how key deals are changing the competitive landscape of your business

*Find out how companies in financial services industry are raising funds through capital markets, private equity, and private placement deals