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71% of private equity firms expect rising deal flow in 2010 as debt markets thaw

Grant Thornton's Private Equity Barometer shows that 26% of private equity firms did not make any investments in 2009. But the quarterly survey of more than 100 private equity executives in the UK also found that a total of 71% expected to see an increase in the volume of new investments over the coming 12 months. Meanwhile 25% expected deal volumes to remain the same and 4% expected to see a decrease in activity.

"In 2010, we expect the outlook for private equity in the UK to improve in relative terms, but we will not see a significant recovery of private equity before 2012, as the picture continues to be marred by the uncertain economic outlook," commented Mo Merali, Head of Private Equity at Grant Thornton.

Only 51% of the responses indicated that difficulty in raising debt financing to support new investments would be one of the main obstacles to closing deals in 2010, compared to 81% who named unrealistic vendor pricing and 66% who named difficulty in sourcing quality business for investment as one of the main obstacles.

"The results indicate that the debt market is beginning to thaw. We have recently worked on a transaction funded by debt amounting to more than four times EBITDA, a debt multiple we have not seen in the previous 18 months. At the same time, the target was a great business with great assets and good visibility of long term earnings," ," said Merali.

80% of respondents to the Private Equity Barometer said they still needed to invest 25% or more of their latest fund. A total of 27% still needed to invest more than three quarters (75%) of their latest fund.

"Private equity sponsors are very keen to complete new deals as they need to invest the majority of their existing funds before they can raise any new funds and there have been few attractive assets on the market lately. We expect to see more companies coming to market in the coming months because the market is stabilising, because key stakeholders like banks want them sold and because vendors are worried that there might be an increase in capital gains tax. We have also seen an uptick in private company sale mandates since September as some vendors just don't believe that valuations are going to increase dramatically over the next 2-3 years," Merali pointed out.

81% of respondents to the Private Equity Barometer intended to invest in buyouts in the coming 12 months. Some of these also intend to invest in development capital by taking minority stakes, with 58% of respondents confirming their intention to do so. 27% indicated that they would invest in distressed assets while 12% want to invest in publicly listed companies.

"There are a number of reasons why it is unlikely that many buyout firms will shift their focus to taking minority stakes in so-called expansion deals - many buyout funds have not got the skill set for growth capital, while others manage funds that have terms and conditions which would not permit them to focus on investing in minority stakes. Large buyouts announced in December indicate that large private equity firms have not given up the leveraged buyout model," Merali explained.

"Our private equity clients are definitely feeling less pessimistic than they were three months earlier," concluded Merali, referring to a large drop in the number of respondents expecting to see portfolio companies breaching loan covenants.

In Q4, 66% of private equity respondents conceded that they expected some of their portfolio companies to breach loan covenants, while 34% claimed that none of their portfolio companies would do so. A total of 35% of respondents indicated that more than half of their portfolio companies would breach conditions on their loans. By contrast, Q3 had recorded 81% of respondents saying that some of their portfolio companies would breach banking covenants, while only 19% did not expect any of their portfolio companies to do so.

In Q4, 45% of respondents agreed that they would encounter difficulties refinancing some of their portfolio companies. 19% denied facing difficulties refinancing some of their portfolio companies, while 36% neither agreed nor disagreed.
Again responses in Q4 were slightly more optimistic than Q3 results, when 52% of the private equity professionals taking part in the survey had agreed that they would encounter difficulties refinancing some of their portfolio companies. 18% had denied facing difficulties refinancing some of their portfolio companies, while 30% had neither agreed nor disagreed.

For further information please contact:
Alexander Wessendorff, Grant Thornton press office, 020 7728 2048