42013526 - Horizons - Q4_v04c

HORIZONS | BDO'S GLOBAL VIEWOF MID-MARKET DEAL ACTIVITY 15

LATIN AMERICA HEAT CHART BY SECTOR

TMT

160 29% 87 16% 66 12% 60 11% 59 11% 54 10% 23 4% 20 4% 16 3%

Financial Services

Consumer

Energy, Mining & Utilities

OUTLOOK The BDO Heat Chart indicates that a total of 545 deals are announced or in progress for the region, which represents 5.4% of the Global Heat Chart. Opportunities are concentrated in TMT, Financial Services, Consumer, Energy, Mining & Utilities and Business Services with a total of 160, 87, 66, 60 and 59 predicted deals respectively.

The TMT sector also saw activity, with deal-making taking place at a local level, where transactions are focused on the acquisition of innovative software companies – especially start-ups – that can be developed globally. In relation to the Ualá transaction mentioned earlier, which is believed to be the largest private raise ever by an Argentinian company, the fintech industry has been growing steadily since the onset of the pandemic. Energy, Mining & Utilities and TMT are hot sectors where Argentina’s country risk is mitigated by the attractiveness of the sectors, where international drivers are key (such as the prices and demand for lithium) and growth is exponential with businesses operating in a fast-growing fintech sector based in technology. As long as the PASO results are confirmed in November’s elections, the expectations are that more sectors will become attractive to investors as Argentina begins implementing more market-friendly policies.

Business Services

Industrials & Chemicals

Pharma, Medical & Biotech

Leisure

Real Estate

TOTAL

545

LATIN AMERICA MID-MARKET VOLUMES BY SECTOR

2020

2021

10

53 54

83

0

5

5

7

28 9

1

1

5

5

4 34

29 29

3

7

25

23 24

32

20

57 59

58

22 5

6 19

48 9

8 43

Technology & Media

Financial Services

Energy, Mining & Utilities

Pharma, Medical & Biotech Real Estate

Consumer

Business Services

Leisure

Industrials & Chemicals

Made with FlippingBook HTML5