June Monthly Deal Roundup – Retail

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					                                              Retail
                                    Deal Analysis Report




    Monthly Deals Roundup - Retail
    Reference code: RT0002MD

    Published: July, 2011




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                               www.icd-research.com
TABLE OF CONTENTS


TABLE OF CONTENTS

1      Introduction ............................................................................................................. 4
    1.1 What is this Report About?................................................................................................ 4
    1.2 Definitions ......................................................................................................................... 4
    1.3 Summary Methodology ..................................................................................................... 6
2      Deal Volume and Value Analysis........................................................................... 7
    2.1 By Deal Type .................................................................................................................... 7
    2.2 By Segment ...................................................................................................................... 8
    2.3 By Region ......................................................................................................................... 9
3      Deals in Active Markets ........................................................................................ 10
4      Deal Size Analysis ................................................................................................ 10
5      Deal Rationale Analysis ....................................................................................... 11
6      Major Deals ........................................................................................................... 12
7      Appendix ............................................................................................................... 15
    7.1 Methodology ................................................................................................................... 15
    7.2 Contact Us ...................................................................................................................... 15
    7.3 About ICD Research ....................................................................................................... 15
    7.4 Disclaimer ....................................................................................................................... 15




    Monthly Deal Roundup – Retail                                                                                                      Page 2

    © ICD Research. This product is licensed and is not to be photocopied                                               Published: July 2011
  TABLE OF CONTENTS


LIST OF FIGURES
Figure 1: Deal Volume by Deal Type, June 2011 ...................................................................................................................................... 7
Figure 2: Deal Value by Deal Type, June 2011 ......................................................................................................................................... 7
Figure 3: Deal Volume by Segment, June 2011 ........................................................................................................................................ 8
Figure 4: Deal Value by Segment, June 2011 .......................................................................................................................................... 8
Figure 6: Deal Value by Region, June 2011 ............................................................................................................................................. 9
Figure 5: Deal Volume by Region, June 2011 .......................................................................................................................................... 9
Figure 7: Analysis of Deals by Deal Rationale (%), June 2011 ............................................................................................................... 11



LIST OF TABLES
Table 1: Active Regions, June 2011 ......................................................................................................................................................... 10
Table 2: Deal Size Analysis, June 2011 ................................................................................................................................................... 10
Table 3: Major Deals, June 2011 .............................................................................................................................................................. 12
Table 4: Major PE/VC Deals, June 2011.................................................................................................................................................. 12
Table 5: Major Capital-Raising Deals, June 2011.................................................................................................................................... 13
Table 6: Cross-Border Deals, June 2011 ................................................................................................................................................. 13
Table 7: Deals in Emerging Markets, June 2011 ..................................................................................................................................... 14
Table 8: Major Rumor Deals, June 2011.................................................................................................................................................. 14




   Monthly Deal Roundup – Retail                                                                                                                                                      Page 3

   © ICD Research. This product is licensed and is not to be photocopied                                                                                          Published: July 2011
Introduction


1 Introduction
1.1 What is this Report About?

     The Retail Monthly Analysis report provides a review and understanding of mergers and
     acquisitions (M&A), capital-raising and partnering deals and agreements entered into by companies
     in the retail industry during June 2011. Using this report, dealmakers will effectively and efficiently
     gain insight into the deal activity across the month, and the report provides an overview all the
     partnering, alliances and M&A deals announced worldwide.

     Section 2 provides an overview of the deal activity across various deal types in the month of June,
     in terms of deal type, segment and region.

     Section 3 briefs on the deal activity across various segments in the retail industry in the month of
     June, in terms of deal size.

     Section 4 gives an insight into the rationale for deal making during June.

     Section 5 details the major deals sizes reported in June.

     In summary, the Monthly Report provides the reader with the top-line data necessary to quickly
     keep abreast of the deal activity in the retail industry on a month-on-month basis.

1.2 Definitions

     Deal Over Time Analysis: June, 2011

     Retail Industry: includes retailers operating through various formats across the globe, including
     discount retailers, general retailers and specialist retailers

     Discount Retailers: includes cash and carry and warehouse clubs, discount and variety stores,
     and general merchandise retailers

     General Retailers: includes convenience stores and gas stations, department stores,
     hypermarkets, supermarkets and discounters, and online retailers

     Specialist Retailers: includes clothing, footwear, accessories and luxury goods specialists, drug
     and health and beauty stores, electrical and electronics specialists, food and drinks specialists,
     home furniture and house wares retailers, home improvement and gardening supplies retailers and
     music, video, book, stationery and entertainment software specialists.

     Target Company: a company having primary or secondary operations in the retail industry and is
     of interest to a potential acquirer(s)


 Monthly Deal Roundup – Retail                                                                         Page 4

 © ICD Research. This product is licensed and is not to be photocopied                    Published: July 2011
INTRODUCTION




    Acquirer Company(s): a company that has interest in acquiring a target company

    Vendor Company(s): a company that intends to dispose of its assets, divisions or a subsidiary to a
    potential acquirer

    Deal Types: include mergers and acquisitions (M&A), equity offerings, debt offerings, private equity
    and venture capital (PE/VC), and partnerships.

              M&A: includes minority stake acquisitions, tender offers, investor buy-ins, investor buy-
              outs, leveraged buy-outs, mergers, reverse takeovers or mergers, and asset purchases
              PE/VC: includes PE/VC capital investments, PE buyouts and deals wherever a PE/VC
              Company is an acquirer

              Equity Offerings: include initial public offerings (IPO), follow-on public offerings and
              secondary offerings, rights issues and private placement of common shares

              Debt Offerings: include the public offering of debt instruments such as bonds, notes and
              debentures and the private placement of debt instruments such as bonds, notes and
              debentures
              Partnerships: include joint ventures and co-marketing agreements

    Deal Analysis Statistics: do not include rumors, planned deals, deals seeking buyers, deals
    seeking targets, withdrawals and postponed or terminated deals

    Regions: are North America, Europe, Asia-Pacific and Rest of World (South and Central America,
    the Middle East and Africa)

    Deal Rationale: the primary objective of the acquirer company to enter into a M&A transaction and
    the benefits expected from it

    Planned and Speculated Deals: all deals in the planned or rumored stages wherein the press
    release is not that of the company or the information is not from sources close to the deal

    Deal volume: includes all announced retail industry transactions considered irrespective of
    availability or size of deal value

    Deal value: is included wherever disclosed and is reported in US$ millions with one decimal place

    Deal Date: is considered based on the formal date of announcement of the press release




Monthly Deal Roundup – Retail                                                                        Page 5

© ICD Research. This product is licensed and is not to be photocopied                   Published: July 2011
INTRODUCTION


1.3 Summary Methodology

     This report has been developed from the deal data available in ICD Research’s (ICD’s) deals
     database. ICD has a comprehensive deals database with integrated, detailed company information
     on over 10,500 transactions covering major industries and includes private companies in the middle
     market. Sources are screened and information entered in the database daily. Each transaction
     details information about the buyer, the seller and the target. Additional information such as stake
     invested, purchase price, direction of the transaction, deal type and status are provided.
     All ICD deal reports are rigorously sourced according to a comprehensive written methodology.

     Secondary Research – Data has been collected from a wide variety of respected industry sources
     at both national and international level and is believed to be accurate. Key sources include
     company press releases, stock exchanges, trade journals and business press.

     Primary Research – ICD collects information from a panel of international organizations and
     advisors through newsletters, mailers and other modes of updates.

     Analyst Review – ICD’s e
				
DOCUMENT INFO
Description: The Monthly Report provides the reader with the top-line data necessary to quickly keep abreast of the deal activity in the Retail industry on a month-on-month basis.
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