Leading data and analytics company GlobalData has published its league tables for the top ten financial advisers by value and volume in the retail sector for Q1-Q3 2022.

During the nine-month period, 1,470 merger and acquisition (M&A) deals worth a total of $59.7bn were announced in the sector.

Top advisers by value and volume

According to GlobalData’s ‘Global and Retail M&A Report Financial Adviser League Tables Q1-Q3 2022’Credit Suisse and Rothschild & Co were the top M&A financial advisers in retail sector for Q1-Q3 2022 by value and volume respectively.

Credit Suisse advised on $3.1bn worth of deals, while Rothschild & Co advised on a total of 17 deals.

GlobalData lead analyst Aurojyoti Bose said: “Rothschild & Co was the only firm with double-digit deal volume during Q1-Q3 2022, while Credit Suisse emerged as the only firm that managed to surpass (the) $3bn mark in total deal value.

“Credit Suisse, apart from leading by value, also occupied the sixth position by volume.

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“However, Rothschild & Co, despite leading by volume, did not feature among the top ten firm by value due to its engagement in low-value transactions.

“While the average size of deals advised by Credit Suisse stood at $611.4m, it was $47.1m for Rothschild & Co.”

GlobalData’s financial deals database showed that other high rankers by value included JP Morgan, which took second place with $2.7bn worth of deals, followed by Morgan Stanley with $2.6bn, Lazard with $2.5bn and Bank of America with $1.4bn.

In terms of volume, JP Morgan secured the second position with seven deals, followed by Houlihan Lokey with seven deals. Jefferies and Performance Brokerage Services each had six deals.

GlobalData’s league tables are based on the real-time tracking of thousands of company websites, advisory firm websites and other reliable sources available on the secondary domain. A dedicated team of analysts monitors all these sources to gather in-depth details for each deal, including adviser names.

To further guarantee the reliability of the data, the company also seeks submissions from leading advisers through adviser submission forms on its website.