PE - Sample Pages

Indian Private Equity Market
Strategies for your Success
A Comprehensive Assessment (2009)

22 January 2010

2010 ARC Financial Services (P) Ltd. All rights reserved. Privileged and confidential information of ARC Financial Services
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Deal Activities Went Inside Graveyard in 2009

The deal volume and value worldwide had suffered in the last two years since the global economy went through one of its worst crises since the Great Depression of 1929
PE deal volume decline significantly by 38% in 2009 over 2008 levels and by 45% over 2007 levels. However, the decline in value was much steeper with fall of 55% and 84% over 2008 and 2007 levels, reflecting the decline in average deal size India accounted for 6% of total global PE deals volume in 2009 while only 2% in terms of deal value
The deal activity declined by 39% and 68% in terms of deal volume and deal size in 2009 as compared to 2008
In UK, the total PE deals value in 2009 was the lowest since 1995. There were 117 PE deals, worth 4.7B ($7.7B) in 2009 as compared to 243 deals worth 18.2B in 2008
Volume (No.)
Deal Value ($B)
PE
*Till Nov09
2007
2008
2009
IPO
PE
2007
2008
IPO 2009
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Private Equity - Global: What Happened in Last 3 Years

2007
Jan'07
Feb'07
Mar'07
Apr'07
May'07
Jun'07
Jul'07
Aug'07
Sep'07
Oct'07
Nov'07
Dec'07
No. of Deals
Total Value ($B)
2008
Jan'08
Feb'08
Mar'08
Apr'08
May'08
Jun'08
Jul'08
Aug'08
Sep'08
Oct'08
Nov'08
Dec'08
No. of Deals
Total Value ($B)
2009
Jan'09
Feb'09
Mar'09
Apr'09
May'09
Jun'09
Jul'09
Aug'09
Sep'09
Oct'09
Nov'09
Dec'09
No. of Deals
Total Value ($B)

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But PE Deals Didnt Replicate Stock Markets Buoyancy in 2009
PE Deals in India (No.)
PE Deals in India ($B)
Average Deal Size ($M)
2005
2006
2007
2008
2009
2005
2006
2007
2008
2009
2005
2006
2007
2008
2009
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PE Activity Turned Around in Fourth Quarter

PE Deals in India ($M) PE Deals in India (No.)
Q1 Mar'09
Q2 Jun'09
Q3 Sep'09 Q4 Dec'09
Q1 Mar'09
Q2 Jun'09
Q3 Sep'09
Q4 Dec'09
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TMT and Industrial Sector Called the Shots in PE Space in Q4

Sector Breakup (Value: $1,166M) Sector Breakup (Volume: 78)
In terms of number of deals, TMT* constituted the largest portion of deal flow with 32% of total PE deals in the quarter, followed by Industrials and BFS** sector with 22% and 12% deals respectively Education sector, was the only sector to have witnessed a decline in the number of deals QoQ. It reported 1 deal this quarter as compared to 4 in the previous quarter REI*** and hospitality sector finally got moving to register 6 and 5 deals respectively in comparison to zero in the previous quarter
In terms of value, Industrial sector attracted the maximum investment with 37% of total PE investments, followed closely by TMT* at 34% of the total investments
*Telecom, Media & Technology, **Banking & Financial Services, ***Real Estate & Infrastructure, ****Healthcare & Life sciences Total deal value doesnt include deals whose values are not disclosed
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Disclosure
Deal value doesnt include those deals whose values are not disclosed Only those deals have been included in the report which been completed in the particular period The report also covers Venture Capital Deals The report doesnt includes block deals
About ARC Financial Services

ARC Financial Services (ARC) provides customized Business & Financial Advisory, Research, and Consultancy services to organizations across the globe. The research team provides the much required knowledge base for its clients to shape their investment strategies. The company also acts as advisor on various corporate, financial and commercial matters and provides content management services including Investors Relations Consulting to the organizations based on in-depth industry study and company research. ARC team covers the key sectors including TMT, Consumers Products and Retail, Banking and Financial Services, Healthcare and Life Sciences, Oil and Gas, Power, Pharmaceuticals, Infrastructure, Real Estate, Auto & Auto Ancillary and Manufacturing & Distribution amongst other. For further information visit us www.arc-fs.com and /or email us at info@arc-fs.com
Disclaimer
The information contained here in has been obtained from various public sources. The above information is believed to be correct but is not necessarily complete and its accuracy cannot be guaranteed ARC Financial Services is not responsible for any error or any decision taken by the reader based on this information. It should not be relied upon as a substitute for detailed advice and the company does not accept responsibility for any loss as a result of relying on material contained herein. ARC Financial Services Pvt. Ltd. will not accept any liability, whatsoever with respect to the use of this document or its content. This document has been distributed for information purposes only and does not constitute or form part of any offer or solicitation of any offer to buy or sell any securities. The Company may from time to time solicit from, or perform consulting, or other services for any company mentioned in this document
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For More Information Contact:

Tapan Jindal
tapan@arc-fs.com +91 11 4562 2128
Manoj Goel
manoj@arc-fs.com +91 11 4562 2127
Sameer Agarwal
s.agarwal@arc-fs.com +91 11 4560 1622
Copyright 2010 by ARC Financial Services Private Limited No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means electronic, mechanical, photocopying, recording, or otherwise without the permission of ARC Financial Services Private Limited.
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PE - Sample Pages

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Indian Private Equity Market

Strategies for your Success

A Comprehensive Assessment (2009)

Strategies for your Success

Deal Activities Went Inside Graveyard in 2009

Strategies for your Success

Deal Value ($B)

Private Equity - Global: What Happened in Last 3 Years

Strategies for your Success

Total Value ($B)

Total Value ($B)

Total Value ($B)

But PE Deals Didnt Replicate Stock Markets Buoyancy in 2009

Strategies for your Success

PE Deals in India (No.)

PE Deals in India ($B)

Average Deal Size ($M)

PE Activity Turned Around in Fourth Quarter

Strategies for your Success

TMT and Industrial Sector Called the Shots in PE Space in Q4

Strategies for your Success

Strategies for your Success

About ARC Financial Services

For More Information Contact:

Strategies for your Success

Strategies for your Success

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