Financial Deal Insights Consumer Markets October 2008

Introduction

This report contains extensive qualitative and quantitative analysis of monthly deal activity (including strategic alliances) in the packaged food, alcoholic and non-alcoholic beverages, personal care, household products, pet care, and tobacco 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
• *Insights across key sectors, namely packaged food, alcoholic and non-alcoholic beverages, personal care, household products, pet care, and tobacco
• *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 consumer markets recorded 54 M&A deals worth $2.3 billion in October, a decrease of 22.9% and 89% in volume and value terms, respectively, over the six-month (April 2008 to September 2008) average.
• Slowdown in the economic growth and the recent developments related to the sub-prime crisis has impacted the fundraising activity of the companies through public markets. Activity is expected to remain low in the short term.
• The consolidation activity in the non-alcoholic beverages sector has been ongoing for a few months and is likely to continue in the future. It is primarily being driven by the growing opportunities in the emerging markets and the increasing attractiveness of the pure and natural beverages.

Reasons to Purchase

• *Understand which consumer 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 consumer markets are raising funds through capital markets, private equity, and private placement deals