Rothschild & Co has emerged as the leading mergers and acquisitions (M&A) financial adviser in the retail sector by both value and volume in the first half (H1) of fiscal 2024, according to GlobalData’s latest league table.   

GlobalData, a leading data and analytics company that is the parent of Retail Insight Network, ranked advisers by the value and volume of M&A deals on which they advised.   

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According to its financial deals database, Rothschild & Co advised on deals worth $2.8bn, securing the top spot by value during the period.  

In terms of volume, the company was placed at the top by advising on eight deals over the period. 

GlobalData lead analyst Aurojyoti Bose said: “Rothschild & Co was also the top adviser by volume in H1 2023. Meanwhile, its ranking in terms of value improved from fifth position in H1 2023 to the top position in H1 2024. Rothschild & Co registered 13.9% growth in the total value of deals advised during H1 2024 compared to H1 2023.” 

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JP Morgan followed Rothschild & Co in terms of value, by advising on $1.9bn worth of deals in H1 FY24, with Jefferies following at $1.3bn. 

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PwC and Solomon Partners advised on deals worth $1.2bn each. 

In terms of volume, UBS held the second position by advising on six deals over the period, followed by Performance Brokerage Services with six deals. 

They were followed by PwC and Kerrigan Advisors with five 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.