Financial Deals Industry Insight: Financial Services June 2008

STANDARD DESCRIPTION:

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 167 deals in June, a decrease of 12.1% compared with the six month average. While the commercial banking segment witnessed decreased M&A, activity in the asset management segment maintained momentum, driven by the need to gain scale and diversify geographic presence.
• The retail and commercial banking segment recorded M&A transactions worth $10 billion, a decrease of 43% over the six month average. However, the segment nevertheless accounted for 53.5% of the total M&A deal value in the financial services industry in June.
• As in May, financial services players continued to look to raise capital from the markets. There were 25 private placements in the financial services sector, worth a total of $6.6 billion; an increase of 10.3% in volume terms but a decrease of 62.2% in value over the six month average. However, the June total is 48.6% up on May in value terms.

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

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