Annual Global M&A and

Investment Activity Review

1 January 31 December 2011
Internet DealBook is published by Online Agility, a Right Click Capital company
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Global Overview
1 January - 31 December 2011
Over $104bn of investments and acquisitions
2407 deals tracked from public sources
All amounts are USD
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Global Geographic Overview
Deal value by region ($bn)
$80
$70
$60
$50
$40
$30
$20
$10
$0
ADV $60.38m
ADV $113.95m
ADV $59.15m
Rest of World Asia/Pacic Europe North America
$1.193 $7.246 $24.272 $71.991
ADV = Average deal value
ADV $37.28m
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Deal number by region
North America 1726
Europe 393
As|./|..||. 230
Rest of World 58
Global Geographic Overview
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Top 10 Countries
Countries by deal value ($bn)
$80
$70
$60
$50
$40
$30
$20
$10
$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
$29.83m
ADV
$41.89m
ADV
$103.01m
ADV
$31.49m
ADV
$36.34m
ADV
$8,500m
ADV
$78.79m
ADV
$63.26m
ADV
$135.30m
ADV
$60.01m
ADV = Average deal value
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Countries by deal number
US 1,649
UK 168
Canada 77
Australia 76
Germany 54
China 53
India 39
Israel 34
France 29
Netherlands 19
Top 10 Countries
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Investment value by region ($bn)
$25
$20
$15
$10
$5
$0
Rest of World Europe Asia/Pacic North America
0.164 2.121 4.123 20.158
Global Overview - Investments
ADV $6.85m
ADV $43.86m
ADV $12.48m
ADV $52.09m
ADV = Average deal value
Internet DealBook
Number of investments by region
North America 520
Europe 223
As|./|..||. 128
Rest of World 32
Global Overview - Investments
Internet DealBook
Acquisition value by region ($bn)
$60
$50
$40
$30
$20
$10
$0
Rest of World Asia/Pacic Europe North America
1.028 3.124 22.150 51.833
Global Overview - Acquisitions
ADV $128.56m
ADV $104.12m
ADV $515.13m
ADV $62.45m
ADV = Average deal value
Internet DealBook
Number of acquisitions by region
North America 1206
Europe 170
As|./|..||. 102
Rest of World 26
Global Overview - Acquisitions
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Sectors by deal value ($bn)
$60
$50
$40
$30
$20
$10
$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
Sector Overview
ADV
$15.62m
ADV
$40.22m
ADV
$33.33m
ADV
$41.39m
ADV
$279.09m
ADV
$55.37m
ADV
$40.78m
ADV
$94.03m
ADV = Average deal value
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Sectors by deal number
Software & Services 956
Marketing 370
Media 265
Mobile & Apps 260
Ecommerce 228
Games 131
Transactions 125
Hardware & Infrastructiure 72
Sector Overview
Internet DealBook
Sectors by deal value ($bn)
$7
$6
$5
$4
$3
$2
$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
Sector Overview - Investments
ADV
$20.92m
ADV
$78.28m
ADV
$8.35m
ADV
$31.63m
ADV
$30.44m
ADV
$10.04m
ADV
$30.73m
ADV
$12.38m
ADV = Average deal value
Internet DealBook
Sectors by deal number
Software & Services 641
Marketing 211
Mobile & Apps 204
Media 172
Ecommerce 170
Transactions 88
Games 68
Hardware & Infrastructure 36
Sector Overview - Investments
Internet DealBook
Sectors by deal value ($bn)
$60
$50
$40
$30
$20
$10
$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
Sector Overview - Acquisitions
ADV
$496.11m
ADV
$183.31m
ADV
$216.85m
ADV
$104.95m
ADV
$575.96m
ADV
$132.74m
ADV
$110.31m
ADV
$44.02m
ADV = Average deal value
Internet DealBook
Sectors by deal number
Software & Services 315
Marketing 159
Media 93
Games 63
Ecommerce 58
Mobile & Apps 56
Transactions 37
Hardware & Infrastructure 36
Sector Overview - Acquisitions
Internet DealBook
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
IDB Population Index (excl Skype deal)
Country population statistics from Internet World Stats
Internet DealBook
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
IDB Population Index
Country population statistics from Internet World Stats
Internet DealBook
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
IDB Internet User Index (excl Skype deal)
Country internet user statistics from Internet World Stats
Internet DealBook
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
IDB Internet User Index
Country internet user statistics from Internet World Stats
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For lists of deals, investments, and acquisitions, by
geography and sector, visit InternetDealBook.com
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Disclaimer
The information contained herein is of a general nature and comes from
independent sources. It is not intended to address the circumstances of
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accurate and timely information, there can be no guarantee that such
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to be accurate in the future. No one should act on such information
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herewith. Any requests for information in connection with this document
should be addressed directly to Internet DealBook and to no other party.
Informational Sources
All information contained in this presentation was sourced using Internet
DealBooks database of 2407 deals for 2011. All additional information
used to create the IDB indices, was sourced from InternetWorldStats.com
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.
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