Financial Deals Industry Insight: Financial Services June 2008 (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, initial public offering (IPO),

Financial Deals Industry Insight: Financial Services June 2008 (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, initial public offering (IPO),

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

Table of Contents

1. Introduction
a. About Financial Deals
b. About this report
2. Mergers and acquisitions (including private equity deals)
a. Monthly roundup
i. Retail and commercial banking
ii. Asset management
iii. Insurance
iv. Corporate and investment banking
v. Capital markets and brokerage
vi. Insurance brokerage
vii. Cards
b. Volume analysis by sector
c. Value analysis by sector
d. Volume analysis by geography
i. Global regions (North America, Europe, Asia Pacific, and Rest of World)
ii. Emerging markets (BRIC, Middle East, Eastern Europe, Latin America, and Africa)
e. Value analysis by geography
i. Global regions (North America, Europe, Asia Pacific, and Rest of World)
ii. Emerging markets (BRIC, Middle East, Eastern Europe, Latin America, and Africa)
f. Trend analysis by deal size
g. Trend analysis by deal rationale and deal sub-category
h. Advisory ranking M&A (trailing six months) – financial and legal
i. Private equity firm ranking
3. Public offering
a. Monthly roundup
b. Volume analysis by sector
c. Value analysis by sector
d. Volume and value analysis by geography
e. Trend analysis by deal size
4. Private placement
a. Monthly roundup
b. Volume analysis by sector
c. Value analysis by sector
d. Volume and value analysis by geography
e. Trend analysis by deal size
5. Alliance / Partnership deals monthly roundup

6. Valuation trend: comparison across key sectors

7. Advisory ranking for all deals (trailing six months) – financial and legal

8. Appendix
a. Definition
b. Disclaimer