European VC Industry Continues to Flounder as Deal Volume Hits New Low & Investment Drops 35% to 858 Million Euro in 2nd Quarter
August 26 2008 - 5:30AM
PR Newswire (US)
Dow Jones VentureSource: Germany Sees Highest Investment Since
2002, Leading Region & Fueling Record Energy Investment;
Greater Proportion of Early-Stage Deals Overall LONDON and NEW
YORK, Aug. 26 /PRNewswire/ -- Europe's venture capital industry
recorded another dismal showing in the second quarter of 2008 with
just 167 deals completed -- the lowest quarterly total in at least
nine years -- and 858 million euro invested, a 35% drop from the
1.33 billion euro invested in 286 deals over the same period last
year, according to Dow Jones VentureSource
(http://www.venturecapital.dowjones.com/), which released its
Quarterly European Venture Capital Report today. However, early
stage rounds accounted for 44% of all deals done in Europe during
the first half of the year, indicating that region may be nearing
the bottom of its decline as more entrepreneurial companies are
starting to enter the venture capital lifecycle. "Much like in the
U.S., the European venture industry is experiencing great softness
in the IPO and M&A markets, and this is putting a damper on
deal flow," said Jessica Canning, Director of Global Research for
Dow Jones VentureSource. "In particular, health care companies,
which have seen the pipeline of IPOs dry up over the last year,
posted their worst quarter on record. We're seeing a similar
downward trend for health care companies in the U.S., where
investment has fallen off 31% in the first six months of the year."
By the Numbers: Tough Times for Traditional Investment Areas
According to the report, information technology (IT) saw deal
activity fall 46% with 86 deals in the second quarter of 2008
compared to the same period last year, which saw 158 deals
completed. Investments dropped 40% from 726 million euro last year
to 435 million euro in the most recent quarter. The software
sector, in particular, suffered the most as it posted its lowest
deal count on record with just 34 deals and 168 million euro
invested during the quarter. Health Care investment in Europe fell
55% from 364 million euro in the second quarter of 2007 to 164
million euro in the most recent quarter with 32 deals completed,
well behind the 58 deals done during the same time last year. Hit
hardest was the biopharmaceuticals sector, which saw investment
drop 59% to 117 million euro, the lowest amount on record, with
just 17 deals completed, also a record low. After posting very
strong investment in the first quarter of 2008, Europe's medical
device sector came back to earth during the second quarter, as it
saw only 13 deals completed and 44 million euro invested, 43% below
the 77 million euro put into 17 deals during the same time last
year. The report showed that even Europe's Business & Financial
Services industry, which had seen five consecutive quarters of
year-over-year growth, couldn't escape the malaise as only 13 deals
(another record low) were completed and 36 million euro invested,
down 66% from the 105 million euro invested in the space during the
second quarter of 2007. Europe's Consumer Services industry fared
better, however. It saw 13 deals garner 45 million euro during the
second quarter, a nearly two-fold increase over the 23 million euro
invested in nine similar deals during the same period last year.
Looking to the Future? Energy, Early Stage Deals Strong Elsewhere,
the data showed that Europe's Energy & Utilities industry saw
record investment during the second quarter with 147 million euro
put into 10 deals -- making it the third-largest industry in Europe
in terms of investment for the first time, just behind Health Care.
The largest deal of the quarter was the 85 million euro later-stage
round for solar photovoltaic cell-maker Sulfurcell Solartechnik of
Germany. For the first time since 2001, Germany topped the list of
European countries that received venture capital investment "There
is a silver lining in this quarter's figures and it's that we are
seeing early-stage deals make up a greater percentage of deal
activity in Europe," added Ms. Canning. "Venture capitalists are
being very selective about the companies they back but they're by
no means abandoning the European market. In the first six months of
the year, 44% of venture deals in Europe were seed or first rounds
-- we haven't seen this level of early-stage interest since the
first half of 2001." Even so, the bulk of capital investment was
still directed to second and later rounds during the second
quarter, according to the data. Later-stage rounds accounted for
53% of Europe's total quarterly investment with 452 million euro
put into 54 deals, while second rounds accounted for 20% of the
total with 172 million euro put into 34 deals. With 201 million
euro put into 75 seed and first rounds, early stage deals accounted
for 23% of Europe's quarterly investment. Boosted by the number of
larger later-stage deals, the overall median deal size ticked up
slightly from 2.9 million euro in the second quarter of 2007 to 3
million euro in the most recent quarter. Geographic Perspectives --
Venture capital investment in Germany rose 29% compared to the
second quarter of 2007 to 264 million euro in 29 deals, making the
country the European leader in terms of investment for the first
time since 2001. -- The normally strong United Kingdom market saw
venture investment fall 49% to 193 million euro invested in 48
deals. The U.K. saw the most deals completed in the quarter and
accounted for 29% of Europe's quarterly deal total. -- In France,
investment fell 59% to 100 million euro while deal activity dropped
46% to 34. -- Likewise, capital investment in Sweden dropped 49% to
55 million euro with 11 deals completed in the second quarter. --
There were only six deals completed in Denmark, which saw
investment drop 22% to 45 million euro. For more information or to
arrange a personal demonstration of Dow Jones VentureSource, visit
http://venturecapital.dowjones.com/ or call +1 866 291 1800 (in the
U.S.) or +44 (0) 203 217 5176 (in Europe). The investment figures
included in this release are based on aggregate findings of Dow
Jones proprietary European research. This data was collected by
surveying professional venture capital firms, through in-depth
interviews with company CEOs and CFOs, and from secondary sources.
These venture capital statistics are for equity investments into
early-stage, innovative companies and do not include companies
receiving funding solely from corporate, individual, and/or
government investors. No statement herein is to be construed as a
recommendation to buy or sell securities or to provide investment
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