Financial Deals Industry Insight: Energy and Utilities June 2008 (analysis and opinion on monthly deal activity along with the trend for the last six months for merger and acquisition (M&A), private equity, private placement, initial public offering (IPO)

This report contains extensive qualitative and quantitative analysis of monthly deal activity (including strategic alliances) in upstream, midstream, downstream, power generation, utilities network, utilities retail, and wholesale energy sectors across global markets, with a specific focus on key emerging markets. It offers a unique insight into deal activity, deal rationale, and valuation trends.

Report Highlights
*The energy and utilities sector recorded 157 deals in June, a decrease of 10.5% as compared with the six month average; emerging markets recorded M&A transactions worth $11.6 billion, an increase of 19.3% over the six month average.
*The high price of oil, growing environmental concerns and government support drive the M&A activity in the renewable energy sector; activity is likely to remain steady in the medium term.
*The energy and utilities sector recorded 34 partnership transactions in the month of June, an increase of 9.7% over the six month average.
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1. Introduction
a. About Financial Deals
b. About this report

2. Mergers and acquisitions (including private equity deals)
a. Monthly roundup
i. Upstream
ii. Midstream
iii. Downstream
iv. Power generation
v. Utilities network
vi. Utilities retail
vii. Wholesale energy
b. Volume and value analysis: Energy
c. Volume and value analysis: Utilities
d. Volume analysis by geography
i. Global regions (North America, Europe, Asia Pacific, and Rest of World)
ii. Emerging markets (BRIC, Middle East, Eastern Europe, Latin America, and Africa)
e. Value analysis by geography
iii. Global regions (North America, Europe, Asia Pacific, and Rest of World)
iv. Emerging markets (BRIC, Middle East, Eastern Europe, Latin America, and Africa)
f. Trend analysis by deal size
i. Advisory ranking M&A (trailing six months) – financial and legal
g. Private equity firm ranking

3. Public offering
a. Monthly roundup
b. Volume and value analysis: Energy
c. Volume and value analysis: Utilities
d. Volume and value analysis by geography
e. Trend analysis by deal size

4. Private placement
a. Monthly roundup
b. Volume and value analysis: Energy
c. Volume and value analysis: Utilities
d. Volume and value analysis by geography
e. Trend analysis by deal size

5. Alliance / Partnership deals monthly roundup

6. Valuation trend: comparison across key sectors

7. Advisory ranking for all deals (trailing six months) – financial and legal

8. Appendix
a. Definition
b. Disclaimer
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Table 2: Market share of consumer credit balances outstanding by product line, 2003-07 11
Table 3: Consumer credit gross advances split by product, 2003-07 (£m) 13
Table 4: Market share of consumer credit advances by product line, 2003-07 15
Table 5: New and used car POS motor finance balances outstanding, 2003-07 (£m) 16
Table 6: New and used car POS motor finance gross advances, 2003-07 (£m) 18
Table 7: New car finance gross advances by product line, 2003-07 (£m) 19
Table 8: Used car finance gross advances by product line, 2003-07 (£m) 19
Table 9: Retail finance balances outstanding by product line, 2003-07 (£m) 21
Table 10: Retail finance gross advances by product line, 2003-07 (£m) 23
Table 11: Consumer credit forecasts under a neutral view of the economy, 2007-12f (£m) 25
Table 12: Consumer credit forecasts under an optimistic view of the economy, 2007-12f (£m) 28
Table 13: Consumer credit forecasts under a pessimistic view of the economy, 2007-12f (£m) 30
Table 14: Unsecured personal loan gross lending for major competitors, 2005-07 33
Table 15: Unsecured personal loan balances outstanding and market share for major competitors, 2006-07 35
Table 16: List of unsecured personal loan providers in the UK as per Moneyfacts May 2008 37
Table 17: Typical interest rates of major providers on a £5,000 unsecured personal loan 41
Table 18: Pricing structure for a sample of personal loan providers 43
Table 19: moneysupermarket.com group revenue and operating profit, 2004-06 (£m) 51
Table 20: Revenue and profit for Confused.com, 2004-06 (£m) 52
Table 21: Comparison of repayment rates for an equivalent loan across four different French counties 64
Table 22: Nationwide's and Halifax's house price indices, May 2007-May 2008 105
Table 23: Forecast performance of the consumer credit market drivers under the Datamonitor view, 2007-12f 105
Table 24: Forecast performance of the consumer credit market drivers under the optimistic view, 2007-12f 106
Table 25: Forecast performance of the consumer credit market drivers under the pessimistic view, 2007-12f 106
Table 26: Gross lending market shares for major unsecured personal loan providers, 2005-07 107
Table 27: Advertising spend on personal loans for major providers, 2006-07 108
Table 28: Monthly interest rates on unsecured personal loans 109
Table 29: UK banks' and building societies' write-offs on consumer lending 110
Table 30: PPI gross written premium by product line, 2006 110

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