42015590 - Horizons Q2 2022_v06

HORIZONS | BDO'S GLOBAL VIEWOF MID-MARKET DEAL ACTIVITY 49

SOUTH EASTASIA DEAL VOLUME ANDVALUE RECOVER STRONGLY IN POSITIVE QUARTER

After experiencing a sharp drop in deal value in Q4 2021, M&A mid- market activity in SEA rebounded in the first quarter of the year, with total deal value up by 38.18% from USD 5.5bn in Q4 2022 to USD 7.6bn in Q1 2022. The total deal value in Q1 2022 was also higher than the USD 5.4bn recorded in the corresponding quarter in 2021. In terms of deal volume, M&A activity in South East Asia also made a strong recovery from 47 deals in Q4 2021 to 63 deals in Q1 2022. However, the deal volume in Q1 2022 was marginally down from the 69 deals in Q1 2021. The average deal value in Q1 2022 was USD 120.3m, again higher when compared to Q4 2021 at USD 116.1m. It’s worth noting that the average deal value in Q4 2021 was the highest recorded for the past

10 years and represented a continuation of the trend of the final quarter being the best performing quarter in the last 10 years. The high average deal value in Q1 2022 indicates that transaction values are increasing in the region. PE ACTIVITY The private equity segment continues to play a significant role in South East Asia’s M&A, accounting for 30.2% of the quarter’s deal numbers and 34.3% of deal value. PE was involved in 19 deals in Q1 2022, higher than both the 12 deals transacted in Q4 2021 and the 10 deals in Q1 2021. Similarly, PE’s recorded total deal value of USD 2.6bn was higher than the USD 1.2bn recorded in Q4 2021 as well as the USD 1.6bn in Q1 2021. The rise in PE deal volume and value was in line with the increasing popularity of PE deals across

BIG PICTURE

• Deal value rises by 38% and deal count was up to 63 from 47 compared to Q4 2021 • PE continues to play an important role with 30% of deal volume and 34% of deal value • Four sectors – TMT, Business Industrials & Chemicals, Business Services and Energy, Mining & Utilities – accounted for 69% of overall deal volume • Singapore remains an attractive target country for M&A investment.

PE/TRADE VOLUME &VALUE

120

10,000

9,000

100

8,000 7,000 6,000 5,000 3,000 2,000 1,000 4,000

80

60

40

20

0

0

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PE Volume

Total Value (USD M)

PE Value (USD M)

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