Internet DealBook Annual Report 2011

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While most Internet financial reports have dealt with specific world regions or sectors, Internet DealBook takes a global perspective for an increasingly global world. Its Annual Global M&A and Investment Activity Review has been compiled from a detailed analysis of over 2,400 deals worth over USD104bn during 2011, identifying businesses that have been acquired or received funding, by geography and sector.

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Internet DealBook Annual Report 2011

  1. 1. Internet DealBookAnnual  Global  M&A  and  Investment  Activity  Review1  January  –  31  December  2011Internet  DealBook  is  published  by  Online  Agility,  a  Right  Click  Capital  company
  2. 2. Global  Overview 1  January  -­  31  December  2011 Over  $104bn  of  investments  and  acquisitions 2407  deals  tracked  from  public  sources   All  amounts  are  USD Internet DealBook
  3. 3. Global  Geographic  Overview Deal  value  by  region  ($bn)$80 ADV $59.15m$70$60$50$40$30 ADV $113.95m$20$10 ADV $60.38m ADV $37.28m $0 Rest of World Asia/Paci c Europe North America   $1.193   $7.246   $24.272   $71.991 ADV = Average deal value Internet DealBook
  4. 4. Global  Geographic  Overview Deal  number  by  region North  America  –  1726 Europe  –  393 Rest  of  World  –  58 Internet DealBook
  5. 5. Top  10  Countries Countries  by  deal  value  ($bn)$80 ADV $60.01m$70$60$50$40$30 ADV$20 ADV $135.30m ADV ADV $8,500m ADV ADV $103.01m ADV ADV ADV $63.26m$10 $41.89m $36.34m $29.83m $31.49m $78.79m $0 Germany Australia Sweden Israel Canada India China Luxembourg UK US   .637   .850   1.024   1.047   1.599   1.835   3.708   8.500   12.583    70.391 ADV = Average deal value Internet DealBook
  6. 6. Top  10  Countries Countries  by  deal  number US  –  1,649 China  –  53 UK  –  168 India  –  39 Canada  –  77 Israel  –  34 Australia  –  76 France  –  29 Germany  –  54 Netherlands  –  19 Internet DealBook
  7. 7. Global  Overview  -­  Investments Investment  value  by  region  ($bn)$25 ADV $52.09m$20$15$10 ADV $43.86m $5 ADV $12.48m ADV $6.85m $0 Rest of World Europe Asia/Paci c North America   0.164   2.121   4.123   20.158 ADV = Average deal value Internet DealBook
  8. 8. Global  Overview  -­  Investments Number  of  investments  by  region North  America  –  520 Europe  –  223 Rest  of  World  –  32 Internet DealBook
  9. 9. Global  Overview  -­  Acquisitions Acquisition  value  by  region  ($bn)$60 ADV $62.45m$50$40  $30 ADV $515.13m$20$10 ADV $104.12m ADV $128.56m $0 Rest of World Asia/Paci c Europe North America   1.028   3.124   22.150   51.833 ADV = Average deal value Internet DealBook
  10. 10. Global  Overview  -­  Acquisitions Number  of  acquisitions  by  region North  America  –  1206 Europe  –  170 Rest  of  World  –  26 Internet DealBook
  11. 11. Sector  Overview Sectors  by  deal  value  ($bn) ADV $94.03m$60$50$40  $30$20 ADV ADV $279.09m ADV ADV $40.78m ADV ADV $40.22m $41.39m$10 ADV $15.62m $33.33m $55.37m $0 Mobile & Apps Transactions Games Ecommerce Media Marketing Hardware & Software Infrastructure & Services   2.906   3.166   3.654   6.315   7.244   9.053   12.559   59.804 ADV = Average deal value Internet DealBook
  12. 12. Sector  Overview Sectors  by  deal  number Software  &  Services  –  956   Marketing  –  370 Media  –  265 Mobile  &  Apps  –  260 Ecommerce  –  228 Games  –  131 Transactions  –  125 Hardware  &  Infrastructiure  –  72 Internet DealBook
  13. 13. Sector  Overview  -­  Investments Sectors  by  deal  value  ($bn) ADV$7 $12.38m$6$5 ADV ADV $30.73m $30.44m$4 ADV$3 $31.63m ADV ADV $78.28m ADV $10.04m$2 ADV $8.35m $20.92m$1$0 Games Mobile & Apps Marketing Hardware & Transactions Ecommerce Media Software Infrastructure & Services 1.088   1.437   1.897   2.192   2.594   4.456   4.596   6.720 ADV = Average deal value Internet DealBook
  14. 14. Sector  Overview  -­  Investments Sectors  by  deal  number Software  &  Services  –  641 Marketing  –  211 Mobile  &  Apps  –  204 Media  –  172 Ecommerce  –  170 Transactions  –  88 Games  –  68 Hardware  &  Infrastructure  –  36 Internet DealBook
  15. 15. Sector  Overview  -­  Acquisitions Sectors  by  deal  value  ($bn)$60 ADV $496.11m$50$40  $30$20 ADV ADV $575.96m $216.85m$10 ADV ADV ADV ADV ADV $132.74m $183.31m $110.31m $44.02m $104.95m $0 Transactions Mobile & Apps Ecommerce Games Media Marketing Hardware & Software Infrastructure & Services 0.572   1.469   1.858   2.566   2.647   7.156   10.367   53.084 ADV = Average deal value Internet DealBook
  16. 16. Sector  Overview  -­  Acquisitions Sectors  by  deal  number Software  &  Services  –  315 Marketing  –  159 Media  –  93 Games  –  63 Ecommerce  –  58 Mobile  &  Apps  –  56 Transactions  –  37 Hardware  &  Infrastructure  –  36 Internet DealBook
  17. 17. IDB  Population  Index  (excl  Skype  deal) Total  deal  value/population$240$220$200$180$160$140$120$100 $80 $60 $40 $20 $0 Finland Singapore Czech Republic Ireland Australia Canada Sweden Israel UK US   10.54   12.65   23.31   32.57   39.06   46.99   112.69   140.15   200.69   224.73 Country population statistics from Internet World Stats Internet DealBook
  18. 18. IDB  Population  Index Total  deal  value/population$18,000$16,000$14,000$12,000$10,000 $8,000 $6,000 $4,000 $2,000 $0 Singapore Czech Republic Ireland Australia Canada Sweden Israel UK US Luxembourg   12.65   23.31   32.57   39.06   46.99   112.69   140.15   200.69   224.73   16888.47 Country population statistics from Internet World Stats Internet DealBook
  19. 19. IDB  Internet  User  Index  (excl  Skype  deal) Total  deal  value/internet  user  population$300$270$240$210$180$150$120 $90 $60 $30 $0 India Czech Republic Jordan Australia Ireland Canada Sweden Israel UK US   18.35   35.55   39.28   49.91   50.01   59.31   121.96   199.00   244.60   287.31 Country internet user statistics from Internet World Stats Internet DealBook
  20. 20. IDB  Internet  User  Index Total  deal  value/internet  user  population$24,000$20,000$16,000$12,000 $8,000 $4,000 $2,000 $0 Czech Republic Jordan Australia Ireland Canada Sweden Israel UK US Luxembourg   35.55   39.28   49.91   50.01   59.31   121.96   199.00   244.60   287.31   20023.56 Country internet user statistics from Internet World Stats Internet DealBook
  21. 21. For  lists  of  deals,  investments,  and  acquisitions,  by  geography  and  sector,  visit  InternetDealBook.com  and  join  the  weekly  newsletter  for  regular  updates Internet DealBook
  22. 22. Disclaimer Copyright  NoticeThe  information  contained  herein  is  of  a  general  nature  and  comes  from   This  report  is  compiled  and  published  by  Internet  DealBook  and  is  independent  sources.  It  is  not  intended  to  address  the  circumstances  of   covered  by  copyright.  All  rights  reserved.  No  part  of  the  publication  may  any  particular  individual  or  entity.  Although  we  endeavour  to  provide   be  published,  reproduced  (see  exception  below),  stored  in  a  retrieval  accurate  and  timely  information,  there  can  be  no  guarantee  that  such   system,  translated,  or  transmitted  in  any  form  or  by  any  means  now  or  information  is  accurate  as  of  the  date  it  is  received  or  that  it  will  continue   hereafter  known,  electronic  or  mechanical,  without  correct  attribution  to  be  accurate  in  the  future.  No  one  should  act  on  such  information   and  a  link  back  to  Internet  DealBook  according  to  the  guidelines  below.  without  appropriate  professional  advice  after  a  thorough  examination  of    the  particular  situation.  Accordingly  Internet  DealBook  and  all  its  related   The  copyright  owner  consents  that  copies  of  articles  may  be  made  entities  hereby  excludes  any  liability  to  any  person  in  consequence  of  his   for  personal  or  internal  use,  or  for  the  personal  or  internal  use  of  the  purported  reliance  upon  information  contained  herein  or  omitted  here   company,  individual  or  organisation  who  requested  the  creation  of  this  from  (whether  express  or  implied)  or  otherwise  furnished  in  connection   document  from  Internet  DealBook.  Should  a  party  wish  to  syndicate  or  herewith.  Any  requests  for  information  in  connection  with  this  document   reproduce  the  content  contained  herein,  they  must  provide  a  link  back  to  should  be  addressed  directly  to  Internet  DealBook  and  to  no  other  party. Internet  DealBook  and  properly  reference/cite  Internet  DealBook  within   the  article/document/site  or  medium/place  of  reproduction.  Internet  Informational  Sources DealBook  wishes  to  be  informed  of  the  reproduction  via  email  atAll  information  contained  in  this  presentation  was  sourced  using  Internet   info@internetdealbook.com.  If  you  have  any  questions  regarding  our  DealBook’s  database  of  2407  deals  for  2011.  All  additional  information   rights  and  permissions  policies,  or  if  you  have  a  special  request  not  used  to  create  the  IDB  indices,  was  sourced  from  InternetWorldStats.com   covered  by  these  guidelines,  please  contact  Internet  DealBook.on  2  February  2012.  Internet  DealBook  collects  and  compiles  all  their  data  from  publicly  available  sources.  Visit  Internet  Dealbook  for  more  information  on  the  methodology  used  for  tracking  and  collating  deals. Internet DealBook
  23. 23. Internet DealBookInternetDealBook.comInternet  DealBook  is  published  by  Online  Agility,  a  Right  Click  Capital  company

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