Financial Services Deal Insights: Review of 2009

Introduction

This report contains extensive qualitative and quantitative analysis of quarterly deal activity (including strategic alliances) in the banking, capital markets and insurance sectors across global markets, with a specific focus on key emerging markets. It offers a unique insight into deal activity, valuation trends and the market fundamentals driving various sub-sectors.

Scope

• Insights into deal activity across M&A, private equity, venture financing, private placement, IPO, secondary offering, and strategic alliance deals
• 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, and capital markets and brokerage
• Detailed analysis of the deal activity during the year, along with the trend by deal volume and value

Highlights

M&A deal volume and value down by 12.4% and 50.1%, respectively, against 2008

North America witnessed a significant increase in M&A activity in volume terms in the retail banking segment

Public offerings deal volume up by 51.2% and value by 3.2% against 2008

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

Contents

Executive summary
Valuation trend: comparison across sectors
Advisory ranking
Mergers and acquisition (including PE)
Public offering
Private placement
Partnership
Appendix Skip to top