42013526 - Horizons - Q4_v04c

HORIZONS | BDO'S GLOBAL VIEWOF MID-MARKET DEAL ACTIVITY 13

LATINAMERICA

M&A ACTIVITY MAINTAINS UPWARD TRAJECTORY

M&A mid-market activity in Latin America in Q3 2021 saw 116 deals completed, worth USD 13,586m, representing increases of 7.4% in deal numbers and 32.2% in deal value compared to Q2 2021. Looking at performance relative to Q3 2020, deal numbers were up 46.8% and deal volume rose by 68.2%. The accumulated deal numbers for the last 12 months were 395 deals with a value of USD 37,566m, which compares with 295 deals and USD 26,156m for the same period in the previous year, an increase of 33.9% in volume and 43.6% in value. Private equity was involved in 32 deals worth USD 5,477m in Q3 2021, representing 27.6% of the total deal count and 40.3% of the quarter’s value. The average PE deal value was USD 171.17m, considerably higher than the USD 96.53m average for non-PE transactions. Average PE deal value was up 23.1% compared to the previous quarter.

The quarter’s top 20 deals totalled USD 7,360m, with Brazil leading the way in terms of target countries with nine deals worth USD 3,389m, followed by Chile and Mexico with three deals each, worth USD 1,121m and USD 972m respectively. Argentina was involved in one top 20 deal worth USD 350m in the TMT sector, which involved the purchase of financial management mobile app Ualá. Looking at bidder countries, 24% of investments come from inside the region, with Brazil leading the ranking with deals worth USD 1,764m. All Brazilian investments were in their own country apart from one in Chile. The remainder of investment came mainly from the USA, which led the way with purchases worth USD 2,963m, followed by China (USD 850m), Russia (USD 435m) and Switzerland (USD 410m). The leading sectors in Latin America in Q3 2021 were Energy, Mining & Utilities and TMT.

BIG PICTURE

• Deal numbers rose by 46.8% and value by 68.2% versus Q3 2020 • Private equity represented 27.6% of deal volume and 40.3% of deal value • The top 20 deals had a combined value of USD 7,360m: Brazil was the target country for nine deals (46% of the value); Chile for three (15% by value); Mexico for three (13% by value) and Argentina for one deal (5% of value).

PE/TRADE VOLUME &VALUE 140

14,000

120

12,000

100

10,000

80

8,000

60

6,000

40

4,000

20

2,000

0

0

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