Financial Deal Insight-Retail, January 2008

Table of Contents

• VERDICT VIEW
  • CATALYST
  • SUMMARY
• ANALYSIS
  • Global financial deals
    • Economic slowdown may impact valuations in mature markets
    • Emerging markets will also feel impact from financial market developments
    • Deal volumes remain supported
  • UK Financial Deals
    • UK focus is on security, not expansion
    • Footwear has been most active retail sector for UK financial deals in January
    • Expansion of retail space will have a negative impact
• APPENDIX
  • Definitions
  • Ask the analyst
  • Verdict consulting
  • Disclaimer
  • List of Figures
    • Figure 1: Sector analysis by deal multiple, August 2007 - January 2008
    • Figure 2: Retail sector IPO and secondary offering volume trend by geography, August 2007 - January 2008
    • Figure 3: Retail sector financial deal volume trend by deal size, August 2007 - January 2008