Rothschild & Co came on top, measured by the number of transactions after advising on 16 deals. Credit:GlobalData.

Barclays and Rothschild & Co were the top mergers and acquisitions (M&A) financial advisers in the retail sector by value and volume, respectively during Q1-Q3 2023, according to GlobalData’s latest league table.

The leading data and analytics company ranked advisers by the value and volume of M&A deals on which they advised.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

Related Company Profiles

View all

According to its financial deals database, Barclays was the leading adviser measured in terms of value by advising $14.6bn worth of deals during the period.

Rothschild & Co came on top, measured by the number of transactions after advising on 16 deals.

GlobalData lead analyst Aurojyoti Bose said: “The number of deals advised by Rothschild & Co during Q1-Q3 of 2022 and 2023 remained mostly at the same level. It was the only adviser with double-digit deal volume during Q1-Q3 2023 and apart from leading by volume, it also occupied the fifth position by value.

“Meanwhile, Barclays was the only adviser to surpass $10bn in total deal value during Q1-Q3 2023. It registered a significant jump in the total value of deals advised by it during Q1-Q3 2023 compared to Q1-Q3 2022. Apart from leading by value, Barclays also occupied the eighth position by volume during Q1-Q3 2023.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Morgan Stanley held the second position in terms of value by advising on $8.7bn worth of deals, followed by Goldman Sachs with $6.5bn and Jefferies with $5.6bn.

Runners-up in terms of volume were Performance Brokerage Services with nine deals, Ernst & Young and Houlihan Lokey with eight deals each.

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 ensure further robustness to the data, the company also seeks submissions of deals from leading advisers.