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Monthly M&A Insider: November18 November 2008

This is the definitive crib sheet to see what is happening in global M&A. This edition comprises of over 200 pages of comment, data and statistics on the key issues in key M&A territories.

Table of Contents

1. Introduction

2. Will history repeat itself? The re-emergence of Japanese M&A buyers

3. Sara Lee explores the prospect of divestment, but has halted action for the time being

4. Is private equity finally seeing a new dawn?

5. The future of AIG’s broker-dealer and retirement divisions

6. North America

7. Latin America

8. Asia-Pacific

9. China

10. Japan

11. Australia

12. Europe

13. UK

14. Germany

15. France

16. Italy

17. Benelux

18. Iberia

19. Nordic

20. CEE/CIS

21. Russia

By looking solely at the figures, it would seem that global M&A activity is humming along quite smoothly. However, as all of us are well aware, reality paints a much grimmer picture. Of the €282bn worth of deals completed since the beginning of October until today, it is clear that the vast majority are not in fact true M&A deals, but in many case forced government interventions, conducted in order to keep businesses afloat during the economic downturn.

Indeed, in recent weeks, the M&A world has seen some big government buys in the United States, the United Kingdom and the Benelux region of Europe. For example, the United States Department of Treasury has agreed to invest $40bn (€31bn) of capital to rescue American International Group (AIG), the US insurance and financial services company, in exchange for newly-issued AIG perpetual preferred stock and warrants to acquire additional common shares equal to 2% of AIG’s outstanding share capital. Read more about AIG on page eight.

To view this month's report click here

We hope you find this report useful and we would particularly welcome any feedback or questions you might have.

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