Gavekal Capital: M&A: It's Beginning to Look A Lot Like 2007

Monday, April 28, 2014

M&A: It's Beginning to Look A Lot Like 2007

According to ISI, 132 deals--totaling over $1.2T--have been announced in the last 81 days. To put this into perspective, we take a look at both the number of deals announced and the transaction value associated with those deals. While the number of deals isn't wildly off it's average (and has even fallen a bit), the value of those deals appears headed back to extremes last observed just before the global financial crisis:

About Gavekal Capital

Gavekal Capital is a US registered investment advisory firm that manages the Gavekal Knowledge Leaders Strategy. Knowledge Leaders are a group of the world’s leading innovators with deep reservoirs of intangible capital. These companies often possess competitive advantages such as strong brand, proprietary knowledge or a unique distribution mechanism. Knowledge Leaders are largely service-based and advanced manufacturing businesses, often operating globally. Gavekal Capital seeks to identify the world’s leading knowledge companies through a proprietary process that analyzes corporate knowledge investments.
We offer the Gavekal Knowledge Leaders Strategy in multiple products for global investors. For more information about our product offerings please visit http://www.gavekalcapital.com.
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