Emerging Europe M&A Report 2020/21
Coming Mid-January
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Join the Emerging Europe M&A Report 2020/21 pre-registration list today
EMIS, along with leading global law firm CMS, will soon be releasing the 10th edition of the annual Emerging Europe M&A report for 2020/21. Some of our preliminary data findings include:
- Emerging Europe’s M&A deal volume dropped by 12.9% (1,705 deals) and total value by 16% (EUR 60.79bn).
- The market showed signs of recovery towards the end of the year, producing the highest Q4 deal value (EUR 24.28bn) since 2016.
- Telecoms & IT overtakes Real Estate & Construction and has been the busier sector with 333 deals (+11% y-o-y) in 2020 and becomes the fastest growing sector in CEE in the last decade. Financial Services & Insurance also saw an increase in deals (8.6%).
- Private equity investment in the region continues to increase: over the last decade private equity’s share in Emerging Europe’s deal volume went up from 6.4% to 18.7%. Financial Services enjoyed the biggest increase in PE investments and went up from 15 to 33 deals.
- Capital markets bounce back: 26 companies from the region were listed for the first time, nearly double that of 2019 (14) and the highest number since 2015. The value of IPOs reached EUR 4.79bn – the second-highest on record.
- All other sectors experienced a drop in deals - M&As in Services, Food & Beverage, and Education & Healthcare seem to be the most recession-proof, with a minimal drop in volume and value over the last 12 months.
- Polish deals reached the highest value since 2011 (EUR 11.65bn). It is also the only country to see growth in both deal volume (9.3%) and value (6.6%) this year.
- While overall real estate transaction numbers fell by 17.7%, to 311 deals, there has been a 41% increase in warehouse & logistic real estate deals - 54 transactions.
Pre-register to receive the Emerging Europe M&A report 2020/21 and read about:
DEALMAKING IN EMERGING EUROPE
AT A GLANCE
Headlines from 2020 M&A data
for emerging Europe.
TRANSACTION TRENDS IN
EMERGING EUROPE
Overview of trends by country/sector, foreign investment into CEE, key developments and deals.
IPO AS EXIT
STRATEGY
As portfolio companies grow and stock listings outperform trade sales, IPOs are an attractive exit route for investors.
TELCO INFRASTRUCTURE
Europe has witnessed a sweep of transactions in which telco providers carve out and dispose of their infrastructure, a trend now increasingly visible in Emerging Europe too.
INVESTING IN RENEWABLES
As countries look to meet their climate commitments and tech giants try to secure clean energy for their data centres. renewable energy remains a favourable sector for investment.
FORTENOVA TWO YEARS ON
Saved from disaster, this giant conglomerate can be a catalyst for change on the Balkans. We assess the progress at the company and its prospects for the future.