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Internet DealBook

Annual Global M&A and


Investment Activity Review
1 January - 31 December 2014

Internet DealBook is published by Online Agility, a Right Click Capital company

Disclaimer
The information contained herein is of a general nature and comes from
independent sources. It is not intended to address the circumstances of
any particular individual or entity. Although we endeavour to provide
accurate and timely information, there can be no guarantee that such
information is accurate as of the date it is received or that it will continue
to be accurate in the future. No one should act on such information
without appropriate professional advice after a thorough examination of
the particular situation. Accordingly Internet DealBook and all its related
entities hereby excludes any liability to any person in consequence of his
purported reliance upon information contained herein or omitted here
from (whether express or implied) or otherwise furnished in connection
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. All additional information used to create the IDB
indices, was sourced from InternetWorldStats.com on 2 February 2013.
Internet DealBook collects and compiles all their data from publicly
available sources. Average deal values are calculated using only deals
where the value has been disclosed. Visit Internet Dealbook for more
information on the methodology used for tracking and collating deals.

Copyright Notice
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Internet DealBook

Global Overview
1 January - 31 December 2014

Over $156bn of investments and acquisitions


4,202 deals tracked from public sources
All amounts are in USD
IPOs have been excluded from deal values and numbers

Internet DealBook

Global Geographic Overview


Deal value by region ($bn)

ADV
2013 - $99.17m
2014 - $47.37m

$250

$203.00
$200

Billions

$150

$109.01
$100
ADV
2013 - $8.38m
2014 - $21.98m

ADV
2013 - $32.21m
2014 - $23.93m

ADV
2013 - $17.58m
2014 - $680.12m

ADV
2013 - $44.46m
2014 - $35.97m

ADV
2013 - $34.06m
2014 - $38.83m

$10.04 $13.70

$14.30

$50

$0
$-

$0.27

$0.44

Rest of World

$1.90

$2.13

Middle East

ADV = Average Deal Value

$9.52

$21.51

$0.29
South America
2013

Asia/Pac

Europe

North America

2014

Internet DealBook

Global Geographic Overview


Deal number by region

North America = 2,822


Europe = 734
Asia/Pac = 505
507
Middle East = 98
Rest of World = 26
South America = 17

Internet DealBook

Top 10 Countries
Countries by deal value ($bn)

ADV
$48.51m

$12

$10.79
$10

Billions

$8

$6

$4

$2

ADV
$13.80m

ADV
$73.77m

ADV
$31.21m

ADV
$11.82m

ADV
$114.47m

ADV
$40.64m

ADV
$44.66m

$0.11

$0.14

$0.19

$0.22

$0.30

$0.40

$0.41

Israel

Netherlands

Germany

UK

Sweden

China

India

ADV
$791.76m

ADV
$367.06m

$0.95

$0.99

Brazil

Spain

$0
ADV = Average Deal Value

US

Internet DealBook

Top 10 Countries
Countries by deal number

US = 2,723
UK = 237
India = 123
China = 120
Germany = 117
Australia = 102
100
Canada = 99
Israel = 90
France = 66
Japan = 50

Internet DealBook

Global Overview - Investments


Investment value by region ($bn)

ADV
2013 - $12.40m
2014 - $17.27m

$40

$38.01

$35
$30
$24.64

Billions

$25
$20

ADV
2013 - $13.11m
2014 - $20.72m

ADV
2013 - $8.38m
2014 - $16.74m

ADV
2013 - $4.59m
2014 - $8.07m

ADV
2013 - $11.73m
2014 - $10.80m

ADV
2013 - $28.89m
2014 - $28.86m

$15
$10.07
$10
$4.76

$5
$0.21

$0.24

$0.27

$0.30

$0.24

$5.67

$5.60

$0.64

$0
South America

Rest of World

Middle East
2013

ADV = Average Deal Value

Europe

Asia/Pac

North America

2014

Internet DealBook

Global Overview - Investments


Number of investments by region

North America = 2,427


Europe = 620
Asia/Pac = 409
Middle East = 84
Rest of World = 19
South America = 14

Internet DealBook

Global Overview - Acquisitions


ADV
2013 - $2.92bn
2014 - $702.99m

Acquisition value by region ($bn)


$200

$178.35

$180
$160
$140

Billions

$120
$100
$80
$60
$40

$71.00
ADV
2013 - $0.00m
2014 - $69.15m

ADV
2013 - $276.16m
2014 - $165.00m

ADV
2013 - $138.84m
2014 - $113.43m

ADV
2013 - $89.00m
2014 - $4.63bn

$20
$0.00

$0.13

$1.65

$1.48

$4.44

$9.27

$3.62

ADV
2013 - $681.51m
2014 - $546.29m
$9.54

$15.84

$0.08

$0
Rest of World

Middle East

ADV = Average Deal Value

Asia/Pac
2013

South America

Europe

North America

2014

Internet DealBook

Global Overview - Acquisitions


Number of acquisitions by region

North America = 395


Europe = 114
Asia/Pac = 9896
Middle East = 14
Rest of World = 7
South America = 3

Internet DealBook

Sector Overview
ADV
2013 - $1.07bn
2014 - $204.41m

Deal value by sector ($bn)


$200

$184.26
$180
$160
$140

Billions

$120
$100
$80

ADV
ADV
ADV
ADV
ADV
ADV
2013 - $25.50m 2013 - $28.39m 2013 - $15.55m 2013 - $21.67m 2013 - $19.34m 2013 - $17.66m
$60 2014 - $23.57m 2014 - $105.65m 2014 - $27.74m 2014 - $45.12m 2014 - $33.50m 2014 - $68.93m

ADV
2013 - $14.12m
2014 - $28.11m
$39.86

$40

$28.05

$23.32
$20

$5.99 $3.25

$2.21

$6.76

$4.13 $7.21

$4.37 $7.67

$6.03

Marketing

Ecommerce

Transactions

$40.18
$17.22

$5.58

$0
Media

Games

ADV = Average Deal Value

2013

Mobile & Apps

Hardware &
Infrastructure

Software &
Services

2014

Internet DealBook

Sector Overview
Number of deals by sector
1,824
Software & Services = 1,826
Transactions = 836
Mobile & Apps = 504
Marketing = 336
Hardware & Infrastructure = 232
Ecommerce = 209
Media = 188
Games = 73

Internet DealBook

Sector Overview - Investments


Investment value by sector ($bn)

ADV
2013 - $11.85m
2014 - $16.23m

$25

$21.97
ADV
2013 - $10.04m
2014 - $22.80m

$20

$15.37
$14.05

Billions

$15

$10

ADV
ADV
ADV
ADV
ADV
ADV
2013 - $29.00m 2013 - $15.44m 2013 - $28.25m 2013 - $9.51m 2013 - $7.25m 2013 - $21.79m
2014 - $16.46m 2014 - $13.87m 2014 - $12.65m 2014 - $10.07m 2014 - $10.55m 2014 - $37.63m
$6.05

$5
$2.20
$0.93

$4.05

$4.04

$3.45
$1.83

$2.27

$2.42 $2.44

$4.33
$2.97

$2.23

$0
Games

Media

ADV = Average Deal Value

Hardware &
Infrastructure

Marketing
2013

Mobile & Apps

Ecommerce

Transactions

Software &
Services

2014

Internet DealBook

Sector Overview - Investments


Number of investments by sector
Software & Services = 1,539
Transactions = 753
Mobile & Apps = 420
Marketing = 262
Hardware & Infrastructure = 203
Ecommerce = 190
Media = 144
Games = 62

Internet DealBook

Sector Overview - Acquisitions


Acquisition value by sector ($bn)

ADV
2013 - $6.43bn
2014 - $2.50bn

$200

$180.20
$180
$160
$140

Billions

$120
$100
$80
$60
$40

ADV
2013 - $230.39m
2014 - $237.13m

ADV
ADV
ADV
ADV
ADV
ADV
2013 - $13.49m 2013 - $155.55m 2013 - $5.00m 2013 - $191.31m 2013 - $90.76m 2013 - $418.20m
2014 - $179.26m 2014 - $280.26m 2014 - $831.95m 2014 - $361.32m 2014 - $239.59m 2014 - $1.04bn

$24.00

$18.20

$20
$2.53 $1.42

$0.04 $1.61

$1.71 $4.76

Media

Ecommerce

Marketing

$0.01

$5.82

$3.06

$7.94

$37.58

$3.34

$3.17

$0

ADV = Average Deal Value

Games
2013

Transactions

Software &
Services

Mobile & Apps

Hardware &
Infrastructure

2014

Internet DealBook

Sector Overview - Acquisitions


Number of acquisitions by sector
Software & Services = 287
285
Mobile & Apps = 84
Transactions = 83
Marketing = 74
Media = 44
Hardware & Infrastructure = 29
Ecommerce = 19
Games = 11

Internet DealBook

IDB Population Index


Total deal value/population ($m)
$400
$338.59

$350
$317.85
$300

Millions

$250
$207.61
$200
$150

$121.63

$144.68

$98.48

$100
$50

$130.33

$83.06
$46.88

$51.59

$Brazil

Belgium Netherlands Singapore

*Viber Media has been excluded due to outlying data

Norway

Hong Kong

Israel

Spain

Sweden

US

Internet DealBook

IDB Internet User Index


$450

Total deal value/internet user population ($m)


$389.51

$400
$335.36

$350

Millions

$300

$277.57

$250
$190.88

$200
$161.18
$150

$123.10
$86.55

$100

$127.89

$86.83

$57.10
$50
$0
$-

Belgium

Brazil

Netherlands Singapore

*Viber Media has been excluded due to outlying data

Norway

Hong Kong

Israel

Spain

Sweden

US

Internet DealBook

For lists of deals, investments, and acquisitions, by


geography and sector, visit InternetDealBook.com
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Internet DealBook is published by Online Agility, a Right Click Capital company

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