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Third Quarter 2012 Report

Executive Summary
Overview

USD37.1bn of investments and acquisitions tracked in Q3 2012, up 18% from USD31.5b in Q3 2011
1256 deals tracked from public sources in Q3 2012, up from 854 deals in Q3 2011
Number of deals disclosed as a percentage of deals tracked increased to 67% from 63% in the
previous year
All regions and sectors (except Marketing) have experienced growth in the number of deals
Average deal value for investments has fallen slightly to USD13.1m in Q3 2012, down 4.4% from
USD13.7m in Q3 2011
Average deal value for acquisitions has fallen slightly to USD403.3m in Q2 2012, down 1.4% from
USD409.1m in Q2 2011

Deals by region

Europe leads all regions with an average deal value of USD114.3m. Asia Pacific comes second at
USD101.0m. This compares with North America at USD30.9m. North America still accounted for the
vast bulk of deals tracked, recording USD20.8bn, or 56%, out of USD37.1bn recorded for all regions
Average deal values have fallen by 33% in Europe and North America. On the other hand, Asia
Pacific experienced significant growth of 378% in the same metric, whilst the rest of the world
increased by 19%
68% growth in number of deals in Rest of World region-category, with North America coming
second at 53% and Asia Pacific at 42%
Europe leads average deal value in both investments and acquisitions with USD33.7m and
USD579.2m respectively

Deals by sector

Total deal value for Hardware & Infrastructure businesses has increased 118% to USD10.3bn in Q3
2012, from USD4.8bn in Q3 2011. This comes on top of a five fold increase in number of deals in the
sector
Marketing is the only sector to record a decrease in number of deals, down 13% from Q3 2011.
During the same period however, the marketing sector recorded a 71% increase in deal value,
resulting in a 145% growth in average deal value
The growing average deal value in the Marketing sector is a result of increasing acquisitions, which
almost doubled in Q3 2012. As a result the Marketing sector saw a 233% increase in average
acquisition deal value
Marketing is also the only sector to record a decrease in number of investments

Key Statistics

Description
Number of deals
Deals disclosed
Total deal value
Average deal value
Total investment value
Total acquisition value

Q3 2011
852
540
$31,519,225,828
$36,994,397
$6,562,241,212
$24,956,984,616

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Q3 2012
1,256
837
$37,100,985,177
$29,539,001
$10,082,984,677
$27,018,000,500

Deal value growth by sector Q3 2011 - Q3 2012


150%

118%

100%
50%

69%

71%

Media

Marketing

19%

3%

0%
-50%
-100%

-53%
Transactions

-36%

-26%

Games

Software &
Services

Ecommerce

Mobile & Apps

Hardware &
Infrastructure

Deal value growth by region Q3 2011 - Q3 2012


700%
600%
500%
400%
300%
200%
100%
0%
-100%

572%

91%
7%
-9%
Europe

North America

Rest of World

Asia/Pac

Deal number growth by sector Q3 2011 - Q3 2012


600%
500%
400%
300%
200%
100%
0%
-100%

555%

5%

7%

Ecommerce

Games

48%

52%

59%

81%

Software &
Services

Media

Transactions

Mobile & Apps

-13%
Marketing

Hardware &
Infrastructure

Deal number growth by region Q3 2011 - Q3 2012


80%

68%
53%

60%
42%
40%
21%
20%
0%

Europe

Asia/Pac

North America

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Rest of World

Millions

Average deal value by sector Q3 2011 and Q3 2012


$400

317

$300
$200
$100
$0

14

30

Mobile & Apps

21

Transactions

18

43

Ecommerce

74

18

Games

2011

123

117
34

60

45

Software &
Services

Media

50
Hardware &
Infrastructure

Marketing

2012

Millions

Average deal value by region Q3 2011 and Q3 2012


$200

170

$150

114

101

$100
46

$50

13

$0

31

15

Rest of World

21

North America

2011

Asia/Pac

Europe

2012

Average deal value growth by sector Q3 2011 - Q3 2012


300%

233%

200%
100%

100%
12%

4%

2%

0%
-100%

-2%

-59%
Hardware &
Infrastructure

-56%
Software &
Services

-54%
Ecommerce

-26% -21%
Games

-53%
Transactions

Investments

Acquisitions

-14%
Mobile & Apps

-67%
Media

-40%
Marketing

Average deal value growth by region Q3 2011 - Q3 2012


1385%

1500%
1000%
500%

307%
7%

0%
-500%

-51%
Europe

-27%

-5%

-58%

North America

Rest of World

Investments

Acquisitions

*Acquisitions for Rest of World omitted due to outlying data

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Asia/Pac


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Information Sources
Internet DealBook collects and compiles all its data from publicly available sources. Visit Internet DealBook for more information on the methodology used for
tracking and collating deals.
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