OVERVIEW - NOAH Conference 2018 - Tel Aviv, Berlin and London · ge of our upcoming NOAH London...
Transcript of OVERVIEW - NOAH Conference 2018 - Tel Aviv, Berlin and London · ge of our upcoming NOAH London...
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OVERVIEWCONNECTING LEADERS TO EMPOWER THE EUROPEAN DIGITAL ECOSYSTEM
LONDON 30-31 OCT 2018
BERLIN13-14 JUN 2019
TEL AVIV9-10 APR 2019
Three Conferences, One Mission: Empower the European Digital Ecosystem
1,500+ attendees – the “who is who” of European Internet 100+ of Europe’s leading digital businesses and 80+ handpicked top start-ups on stageNew program focus: Investors and entrepreneurs tell their common success storiesPre-event matchmaking – tell us who you want to meetTotally revamped conference app and networking / matchmaking technologyTopical meeting areas to make new relevant contacts
Mission To provide a physical marketplace that facilitates funding of digital European companies at all stages
Mission Mission
~3,500 attendees – executives, investors, digital service providersUnique mix of CEOs from European traditional large caps and top-funded startups on stageFocus on emerging start-ups - 80+ handpicked young companies on the Startup StagePartner dinners and satellite events throughout the cityWorkshops and exhibitions by leading digital service providersTotally revamped conference app and networking / matchmaking technologyPre-event matchmaking – tell us who you want to meet
~800 selected attendees – 200 European corporates and 600 Israeli start-ups and leading executivesPresentations by 60+ selected Israeli investors and top start-upsCompany visits and events hosted by start-ups on day 2Casual networking eventsConference app with top search and meeting functionalitiesInvitation onlyPre-event matchmaking – tell us who you want to meet
Connecting Capital and Entrepreneurs
Connecting European Champions and Challengers
Connecting Israel’s Startups with Large Corporates and Investors
30-31 October 2018Old Billingsgate, London
13-14 June 2019STATION Berlin
9-10 April 2019Haoman 17, Tel Aviv
To promote Israel - European relationships and enable funding
To bring together future-shaping executives and investors active across segments driven by digital revolution
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NOAH Conference Trailer
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HIGH PROFILE SPEAKERS
Corporate
Service Provider
Internet
Investor
Oliver SamwerFounder & CEO
Rolf SchrömgensCo-Founder & CEO
Hakan KoçCEO
Jose NevesCEO
Robert GentzCEO
Dara KhosrowshahiCEO
Henry BlodgetCEO, Editor-In-Chief
Niklas ÖstbergCo-Founder & CEO
Riccardo ZacconiFounder & CEO
Pieter van der Does CEO
Julie Linn TeiglandMP EY Germany, Switzerland, Austria
Dr. Klaus HommelsFounder & CEO
Philipp FreisePartner
Sonali De RyckerPartner
Mike LynchFounder & CEO
Al GoreChairman
Niklas ZennströmCEO
Rainer MaerkleGeneral Partner
Speakers
Partners
Workshops
120+
36
7
London 2017 KPIs
Dr. Mathias DöpfnerCEO
Glenn FogelCEO
Arianna HuffingtonCo-Founder and Editor-in-Chief
Thomas EbelingCEO
Sir Martin SorrellCEO
Dr. Richard LutzCEO
John CollisonPresident
Karel DörnerSenior Partner
Dr. Bernd MontagCEO
Herbert HainerCEO
Karim JalboutHead of the European Digital Practice
Alex KayyalHead of Salesforce Ventures Europe
Mikkel SvaneCEO
Ralph HamersCEO
Eric Schmidt Executive Chairman
Dr. Dieter ZetscheChairman of the Board of Management
Speakers
Partners
International Guests
70+
17
200+
Tel Aviv 2018 KPIs
Speakers
Partners
Workshops
120+
62
12
Berlin 2018 KPIs
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30 - 31 October 2018
OLD BILLINGSGATE5
Launched in 2009, the NOAH Conference has grown into the preeminent European event where over 4,000 senior executives and investors meet to
• Gain insights into the latest proven concepts
• Network and establish new business relationships
• Find customers and top B2B service providers
• Enjoy other events organized around the main conference (Speaker Dinner, NOAH Party, satellite events)
6,100+ Unique Attendees to Date
300+500+
Unique SpeakersCompany Financings and M&ATransactions Originated @NOAH
Senior Decision Makers
Internet Entrepreneurs and Executives
Investors
Corporate Executives
Service Providers
Press
Other
47%
25%
14%
9%
3%
2%
C-Level
Investment Partner
Owner, Founder
Board Member
Other~80% senior decision makers
49%
21%
8%
1%
21%
UK
Germany
Switzerland
Spain
Poland
USA
Other
33%
32%
5%
4%
4%
4%
18%
Company Size (# employees)
Over 10,000
1001-10,000
501-1,000
251-500
101-250
51-100
11-50
1-10
5%
10%
3%
6%
12%
10%
33%
20%
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VENTURE CAPITAL
GROWTH CAPITAL
BUYOUT DEBT
630 ATTENDING INVESTORSVENTURE CAPITAL 55% GROWTH CAPITAL 34% BUYOUT 11%
eventures
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VENUE & NETWORKING
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THE NOAH STARTUP STAGE
VOTE HERE
APPLY FOR NOAH18LONDON STARTUP STAGE
Want to meet relevant angels and VCs looking for early-stage opportunities and increase public awareness? Apply for the NOAH18 London Startup Stage now!
Voting for the best start-ups from this month’s NOAH Berlin 2018 is now open...
CEOs and founders from 90+ digital start-ups presented their businesses in a series of elevator pitches - and now’s the time for you to cast your vote by the 27th of July!
The top 2 companies with the most votes will not only present on the main sta-ge of our upcoming NOAH London Conference on 30-31 October, but will also have the chance to win great prizes from our partners: Visa and SafeCharge.
The NOAH18 Berlin Startup Competition
The NOAH18 London Startup Stage
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9 - 10 April 2019
HAOMAN 1710
Company Size (# employees)
Senior Decision Makers
721 Attendees 70+ Speakers
76% senior decision makers
Over 10,000
1001-10,000
501-1,000
251-500
101-250
51-100
11-50
1-10
C-Level
Senior Executive
Investment Partner
Owner, Founder
Board Member
Other
11%
11%
3%
7%
11%
6%
29%
21%
36%
20%
15%
4%
2%
24%
Israel
Germany
UK
USA
Switzerland
Other
68%
10%
5%
5%
2%
9%
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VENUE & NETWORKING
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13 - 14 June 2019
STATION BERLIN13
Company Size (# employees)
Senior Decision Makers
7,840 Unique Attendees to Date200+ Unique Speakers
~75% senior decision makers
Over 10,000
1001-10,000
501-1,000
251-500
101-250
51-100
11-50
1-10
Board Member
C-Level
Owner, Founder
Investment Partner
Other
13%
15%
5%
7%
11%
7%
27%
16%
28%
19%
18%
10%
24%
Internet Entrepreneurs and Executives
Investors
Service Providers
Corporate Executives
Press
Other
42%
21%
17%
16%
4%
1%
Germany
UK
Switzerland
US
Other
67%
9%
5%
2%
18%
14
Marketing Tech
Payments
Restaurants & Food Delivery
Lending Platforms
B2B & SoftwareConsumer
Goods, Retail & Ecommerce
Digital & TMT
Fintech
Healthcare, Science & Education
Industrials & IoT
Transportation & Mobility
Travel & Tourism
Online Fashion
The event is a unique platform for senior executives from old champions and new challengers to discuss disruption in 10+ industrial verticals.
Over 100 CEOs to tell the story of their Company!
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VENTURE CAPITAL
GROWTH CAPITAL
550 ATTENDING INVESTORSVENTURE CAPITAL 74% GROWTH CAPITAL 12% BUYOUT 9% DEBT 4%
BUYOUT DEBT
eventures
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VENUE & NETWORKING
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Oliver Samwer CEO, Rocket Internet
100 Firms on NOAH17 London Main Stage
[ ] Companies presented on Main Stage
Of which [ ] Unicorns
Of the top 100 Internet Exits in last 5 years in Eu-rope by size, [%] passed through our stage
100 Firms on NOAH17 London Main Stage
[ ] Companies presented on Main Stage
Of which [ ] Unicorns
Of the top 100 Internet Exits in last 5 years in Eu-rope by size, [%] passed through our stage
110+ speakers at NOAH18 Berlin main stage640 companies presented since 2009 (37 digital unicorns)Speakers are CEOs and foundersIncluding: Adyen, BlaBlaCar, Check24, Criteo, Deliveroo, Delivey Hero, Farfetch, Gett, HelloFresh,King.com, MoneySuperMarket, Scout24, Spotify, Stripe, TransferWise, Trivago, UBER, WeWork, Wix, Yandex, etc.
STARTUP STAGENOAH17 London: #1 The Work Crowd, #2 Misterporter, #3 EverdineNOAH17 Berlin: #1 Lalafo, #2 Bitbond, #3 TravelPerkNOAH16 London: #1 Beezer, #2 CodeMonkey, #3 EyefitUNOAH16 Berlin: #1 Fraugster, #2 123Sonography, #3 adMingle, #4 Scalable Capital, #5 Webdata Solutions
SEVENVENTURES PITCH DAYNOAH15 London SnapCamNOAH15 Berlin WithingsNOAH14 London CashboardNOAH13 London GetYourGuide
THIS IS NOAH CONFERENCENOAH CONNECTS LEADERS AT ONE PLACE USING BEST-IN-CLASS CONFERENCES AND TECHNOLOGY TO EMPOWER THE EUROPEAN DIGITAL ECOSYSTEM
SPEAKERS AT NOAH HEARING THE STORY OF EUROPEAN DIGITAL LEADERS TO LEARN
90 x 6-min pitches at NOAH BerlinCEOs and founders from emerging companies less than 4 years oldLive audience of 100 (Berlin) to 200 (London), video live stream and inclusion in NOAH media library3 winners (online voting) present on main stage at next NOAHUnique track record of funding origination
By invitation only12,000+ unique attendees to date at NOAH Conferences23,000 viewers watch the recordings or live streamsVideos and presentations of all past conferencesCorporate champions attending regularly NOAH: Credit Suisse, Daimler, Deutsche Bank, Digital McKinsey, eBay, Facebook, Google, ING, Naspers, Porsche, Priceline, ProSiebenSat.1, TUI, etc.
OUR AUDIENCE IS OUR STAGE
NOAH18 BERLIN
GermanyUKSwitzerlandUSOther
67%9%5%2%18%
C-LevelInvestment PartnerOwner, FounderBoard MemberOther
~75% senior decision makers
28%19%18%10%24%
VALUATION OF $100M+VALUATION OF $100M+MAIN STAGE: $100M MINIMUM VALUATION STARTUP STAGE FOR YOUNG EUROPEAN COMPANIES
WNNERS TO DATENOAH18 BERLIN SPEAKER BOOK
ATTENDEES BY COUNTRY
ATTENDEES BY SENIORITY
It́ s a very good conference,one can do business!“ “
CLICK TO VIEW
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NOAH CONNECTS CAPITAL AND ENTREPRENEURS TO INVEST, RAISE MONEY AND BUILD LONG TERM INVESTOR RELATIOSHIPS
NOAH hosts the top VC, Growth Capital and Buyout investors interested in Internet
We hosted on main stage 60% of the top 50 and 56% of the top 80 digital M&A Exits in Europe over the last 7 years since the launch of NOAH Conference in Nov 2009
11 Investors present their portfolio Stars on NOAH18 Berlin Main Stage
700+ VC, Growth and Buyout investors at NOAH18 Berlin
500 unique investor funds attended NOAH to date
A classic session at NOAH since 2009
Berlin 2018: Lakestar, Generation Investment Management, Insight Venture Partners, Permira and Holtzbrinck Ventures
100 - 150 detailled investor profiles with contact details and the NOAH Investor Book
We do the NOAH Investor Book since 2013
INVESTORS AT NOAH VC PANEL INVESTOR BOOK
NOAH18 BERLIN INVESTOR BOOK
TOP INVESTORS COME TO NOAH REGULARLY! - Total Attendees over the Last 8 Years
CLICK TO VIEW
1.2.3.4.5.6.7.8.9.10.11.12.13.
14.15.16.17.18.19.20.21.22.23.24.25.26.
27.28.29.30.31.32.33.34.35.36.37.38.39.
40.
41.42.43.
44.45.46.47.48.49.50.
LakestarIndex VenturesHellman & FriedmanHoltzbrinck VenturesKKRSevenVenturesTarget GlobalVitruvian PartnersGeneral AtlanticAccel PartnersTA AssociatesEight RoadsSummit Partners
Macquarie CapitalMCI Capitale.venturesActon CapitalEQT PartnersTCVSpectrum Equity InvestorsMarylandPartech VenturesInsight Venture PartnersProject A VenturesGoldman SachsHgCapital
Earlybird Venture CapitalAtomico VenturesNGP CapitalNorthzoneOakley CapitalHPE Growth CapitalScottish Equity PartnersHighland Capital PartnersSilver Lake PartnersDN CapitalTPG CapitalInVenture PartnersProvidence Equity
Deutsche Telekom Capital PartnersAdvent InternationalBalderton CapitalHarbert Management CorporationPermiraEndeitVulcan CapitalCreathor VentureEMK CapitalGreat Hill PartnersFinstar Financial Group
91767468636149494642373733
32323030292925252525242423
23222020201917171616161515
15
141414
14131313131211
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PARTNERS
65 partners in 201750 exhibition stands25 workshops
25 satellite events in 2017Speakers Dinner
450 trading comparables across 40 sectors 300+ most significant transactionsTraffic analysis of key B2C sectorsNOAH Disruptor List: hottest companies by funds raisedPublished since May 2015Click here to sign up
SATELLITE EVENTS NOAH BIBLE
CLICK TO VIEW
SERVICE PROVIDERS AT NOAH TO FIND NEW CUSTOMERS OR THE MOST PROVEN SOLUTIONS AND TOOLS
NETWORKING AT NOAH DO BUSINESS AND DON’T WASTE TIME AT CONFERENCES (WE ARE CURATING YOUR CONFERENCE VISIT)
MATCHMAKING
630+ INVESTMENT FUNDS
1,000+ INTERNET COMPANIES
An introduction platform for the most relevant inves-tors and companies ahead of NOAH London and Berlin:
Over 1,200 investor meetings requests about to get sent to 630 investors2,300 company meetings requests about to get sent to 1,000 leading digital companies at all stages
Meeting spaces on site 12 meeting locations – easy to find, live and on the floorplanMeeting rooms bookable on demand
MEETING ROOMS AT NOAH BERLIN
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Over 9,000 messages and 7,000 meetings set up at NOAH BerlinThe app used by 75% of the conference attendeesNOAH Connect App Guide
OUR MOST COMPELLING SESSION
NOAH CONFERENCE 2017-2018 HIGHLIGHTS TO WATCH
TRAVIS KALANICKFounder
DR. DIETER ZETSCHECEO
Whitney Wolfe, Bumble Andrey Andreev, Badoo
Dara Khosrowshahi, UberChristoph Keese, hy
Investor PanelEMK Capital, Insight Venture
Partners, Target Global, iAngels
AUTO1 Group, Target Global, Allianz X, Deutsche Bank
Are you Ready for Take Off? Remo Gerber, Lilium
Florian Reuter, Volocopter
Al GoreGeneration Investment
Management
Dharmash Mistry, LakestarPeter Smith, Blockchain
Peter Altmaier, Federal Minister for Economic Affairs and Energy
Klaus Hommels, LakestarMarco Rodzynek, NOAH Advisors
Sebastiaan VaessenNaspers
Payal Kadakia, ClassPassAdam Valkin, General Catalyst
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Challengers Challengers
Champions
Source: Unicorn definition actual reported data where available and NOAH estimates.
Total Market Cap: $3tn
Unicorns
NOAH IS A UNICORN BREEDING GROUNDChallengers with a combined valuation of > $150bn and Champions with a combined
market cap of > $2,800bn presented at NOAH since 2009Speaking Company
Speaking Company
# of Times at NOAH
# of Times at NOAH
First Time
First Time Segment SegmentFounded FoundedRaised
($m)Raised ($m)Current Status Current Status
AdyenAutoTraderAvastAVG
Babylon HealthBlaBlaCar CareemCHECK24CloudflareCTS EventimCriteoDeliverooDelivery HeroFarfetchFotoliaGettGetYourGuide ImmobiliareIronsourceiZettleJust EatKlarnaKing.comKreditechMarkafoniMomondo Group
MoneySuperMarketPhotobox
PrivaliaScout24SeLogerShowroomprive SigfoxSimilarWebSkrill
SkyscannerSpotify
StripeTaboolatado°TeamViewerTomTomTrainlineTransferwisetrivago
UberWazeWeWorkWix.comWooga XINGYad2
YandexZooplusZalandoZendesk
AdidasAXAAxel SpringerBayerBertelsmannBMWDaimlerDeutsche BahnDeutsche BörseeBayFacebookGoogleHuffington PostIACinnogyKlöckner & CoLufthansaMETRO GroupNaspersPorschePriceline GroupProSiebenSat.1 MediaRTLSchibstedSiemensTencentThyssenKruppTUIVivendiVISAWPP
11412
2712278192
1077322247825
33
5978256
35
32642345
1344796
7174
13
10393326
111210416356
1058
101077111315
2010201020122009
2013201320172015201620122009201520102011200920122013201420122013201420122010201020122011
20112013
2011201120102010201620142009
20122009
20152014201320152015201120112011
2016201120152012201120092012
2012201120112012
2016201520102015201020152015201520122010200920102012201520142016201520112010201520112010200920112013201420172017201220172012
PaymentsClassifieds - CarsCybersecurity & Anti-VirusCybersecurity & Anti-Virus
Health & MedTechRider Sharing & Car PoolingRider Sharing & Car PoolingLead Generation ServicesCybersecurity & Anti-VirusMarketplacesDisplay & RetargetingMeal DeliveryMeal DeliveryFashion E-CommerceMarketplacesTaxi AppsTravelTravelDeveloper ToolsPaymentsMeal DeliveryPaymentsGamingPersonal LoansFashion E-CommerceTravel
Lead Generation ServicesMarketplaces
Fashion E-CommerceMarketplacesClassifieds - Real EstateFashion E-CommerceInternet of ThingsAnalytics & IntelligencePayments
TravelMusic
PaymentsContent AdvertisingInternet of ThingsCommunication & CollaborationNavigation & ParkingTravelBanking FintechTravel
Taxi AppsNavigation & ParkingWorkspaces Horizontal SaaSGamingContent & MediaClassifieds - Horizontal
Content & MediaVertical E-CommerceFashion E-CommerceHorizontal SaaS
Consumer GoodsInsurance & FinanceDigital & MediaHealthcareDigital & MediaAutomotiveAutomotiveTravel & TransportationFinance & BankingDigital & MediaDigital & MediaDigital & MediaDigital & MediaDigital & MediaIndustrialsIndustrialsTravel & TransportationConsumer GoodsDigital & MediaAutomotiveTravel & TransportationDigital & MediaDigital & MediaDigital & MediaIndustrialsDigital & MediaIndustrialsTravel & TransportationDigital & MediaInsurance & FinanceAdvertising
2006197719881991
2013200620121999200919992005201320112007200520102008200520092010200120052003201220081996
19932000
2006199819922006201020072001
20032006
20102007201120051991199720102005
20092007201020062009 20032005
2000199920082007
1949198219461863183519161998199419921995200419982005199520151906195319961915193119972000193118391847189819991923185319581971
266-
100252
85335571
-182
-63
8602,58170222561396-
10526972
63784
4978
152
-305
219--
44327112800
1972,563
44016056---
11654
11,56267
9,85459327-
--
46886
----------
2.336--------------------
Reached unicorn status$4.74bn market cap Reached unicorn statusSold to Avast for $1.3bn after IPOSuccessful private companyReached unicorn statusValued at $1.2bnReached unicorn statusValued at $3.2bn$4.11bn market cap$2.89bn market cap Reached unicorn status$7.17bn market cap Reached unicorn statusSold to Adobe for $800mReached unicorn statusSuccessful private companySuccessful private companyReached unicorn statusSuccessful private company$6.16bn market cap Valued at $2.5bnSold to EA for $5.9bn after IPOSuccessful private companySold to Naspers for $200mSold to Priceline Group for $550m$2.86bn market capSold to Exponent & Electra for $615mSold to Vente-Privee for $560$4.3bn market cap Sold to Axel Springer for $847$717m market capValued at $708mSuccessful private companySold to Optimal Payments for $1.98bnSold to Ctrip for $1.7bnGetting ready for $16bn rumoured IPOValued at $9.2bnReached unicorn statusSuccessful private companySold to Permira for $1bn$2.55bn market capSold to KKR for $681Reached unicorn status$3.17bn market cap
Reached unicorn statusSold to Google for $1.1Valued at $20bn $3.07bn market cap Successful private company$1.74bn market cap Sold to Axel Springer for $228m$10.23bn market cap$1.13bn market cap $12.92bn market cap$2.94bn market cap
$48.14bn market cap $72.8bn market cap$7.17bn market cap $114.17bn market capPrivate company$67.79bn market cap$85.82bn market capGovernment controlled company$21.29bn market cap$40.3bn market cap$498.65bn market cap$678.60bn market capAcquired by AOL$9.76bn market cap$24.97bn market cap$1.20bn market cap$13.64bn market cap$7.33bn market cap$103.4bn market cap$9.88bn market cap$94.18bn market cap$8.16bn market cap$11.74bn market cap$5.64bn market cap$127.19bn market cap$429.81bn market cap$17.00bn market cap$10.17bn market cap$32.50bn market cap$245.9bn market cap$23.36bn market cap
Total Capital Raised: $34bn Total Valuation: > $150bn
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• Deal Value Top 80: EUR 77bn• Deal Value on NOAH Stage: EUR 45bn (59%)• 56% of Top 80 Deals presented at NOAH
THE TOP 80 DIGITAL EUROPEAN M&A DEALS BY SIZE IN THE LAST 7 YEARS We hosted on main stage 56% of the top 80 digital M&A Exits (€45bn combined EV)
in Europe since the launch of NOAH Conference in Nov 2009
Jun 16Aug 15May 11Nov 15Mar 15Oct 16May 17Oct 15Jan 14Nov 13Sep 14Dec 16Dec 16Sep 14Jul 17Jul 16Mar 15Jan 17May 14Jun 13Sep 14Jul 14Dec 12Feb 14Jul 15Feb 14Dec 14Sep 10Feb 15Jan 15May 15Feb 17Oct 15Jul 13Apr 16Feb 15Mar 16Jul 13Mar 14Feb 11Feb 15Apr 11
Sep 10Jan 14Oct 14Jan 14Jan 13Feb 12Aug 14Aug 15Jul 10Sep 16Mar 17Apr 16Feb 13Jun 15Mar 16Jun 15Jul 14Apr 15May 17Dec 14Jan 11Feb 17Feb 15May 12Aug 12Aug 15May 15Mar 15Jun 12Apr 16Dec 14Dec 16May 11Jun 10Jun 14Mar 11Apr 16Sep 14
TencentPaddy PowerMicrosoftActivision BlizzardYOOXCinven, Permira, Mid EuropaMoody’sNaspersApax PartnersHellman & FriedmanMicrosoftGo DaddyCtripmail.ruIngenicoAVAST SoftwareOptimal PaymentsZhejiang Jinke EntertainmentPermiraGoogle Access IndustriesIngenicoExpediaCVC Capital PartnersDeutsche BoerseRakutenAdobeAxel Springer VerlagRocket InternetKKRDelivery Hero Priceline GroupExponent. ElectraCinven Vente-PrivéeRocket InternetHgCapitalTPGBC PartnersOdigeo (AXA and Permira)Immowelt TA & Summit
SchibstedZyngaPublicisGoogle IngenicoAholdDelivery Hero StröerPermiraProSiebenSat.1AlticeRakutenPartners GroupVivendiShandong Hongda Mining Co.7CommerceKKRZooplaMTGeSureAmazon Take-TwoTamediaNTT DOCOMOAXA Private EquityAdidasRecruit HoldingsRecruit HoldingsNaspersAccorHotelsHost EuropeGeneral AtlanticLBO FranceRakutenBestsellerPrivalia NokiaNeiman Marcus
Supercell (84%)Betfair Group (merger)SkypeKing.comNet-a-Porter (merger)AllegroBureau van DijkAvito (50.6%)Trader Media GroupScout24 MojangHost Europe GroupSkyscannerVkontakte (remaining 48%)BamboraAVG TechnologiesSkrillOutfit7TeamviewerWazePerform GroupGlobalCollecttrivago (61.6%)Avast Software360TViberFotoliaSeLoger (87.6%)HelloFresh (51.7%)thetrainline.comYemek Sepeti (88.6%)Momondo GroupPhotoBoxHost Europe PrivaliaDelivery Hero (30%)RaetTSL EducationCarTrawlerOpodoImmonet (merger)Bigpoint
LeBoncoin (remaining 50%)NaturalMotionMatomy (24.9%)DeepMindOgoneBol.comPizza.deInteractiveMediaeDreamsParship (51%)Teads.tvCabifySoftonic (30%)DailyMotion (80%)JagexVerivox (80%)Scout24 Schweiz & Omnimedia (49%)uSwitchInnoGames (30%)Gocompare (50%)LoveFilmSocial PointRicardoBuongiornoBestsecret.comRuntasticWahanda (70%)Quandoo (92.9%)Netretail (79%)OneFineStayIntergeniaHemnet (majority stake)PromovacancesPriceMinisterM&M DirectDress for LessWithingsMytheresa.com
FinlandUKLuxemburgUKUKPolandNetherlandsRussiaUKGermanySwedenGermanyUKRussiaSwedenNetherlandsUKSloveniaGermanyIsraelUKNetherlandsGermanyCzech RepublicGermanyCyprusEuropeFranceGermanyUKTurkeyUKUKUKSpainGermanyNetherlandsUKIrelandUKGermanyGermany
FranceUKIsraelUnited KingdomBelgiumNetherlandsGermanyGermanySpainGermanyFranceSpainSpainFranceUKGermanySwitzerlandUKGermanyUKUKSpainSwitzerlandItalyGermanyAustriaUKGermanyNetherlandsUKGermanySwedenFranceFranceUKGermanyFranceGermany
9,6876,8245,8994,5393,1203,0333,0002,1522,1262,0001,9321,6901,6221,5981,5001,1701,1001,000870863858820774738725658645634623595594586546508500496470464450450420408
400388383365360350300300300300300283275271270262262260260241236234228223223220218213213212210208200200177175170150
Date DateAcquiror AcquirorTarget TargetTarget Country Target CountryAdjusted EV (€m)
Adjusted EV (€m)
Note: Digital Companies trade sale exits (only one most recent deal counted per company). Green font denotes speaker at NOAH. 23
62.5008.0005.0004.7803.6673.2703.0002.8002.8002.7292.5002.0001.8001.550
1,500+1,500+
1.2001.1001.0501.0001.0001.000
846800800800706680644620617600589570550450440345340320311300250241240236228219210200200200190166148134120120
100+100100100
7050
Jun-16May-11Nov-13Nov-15Ago-15May-17Sep-14May-17Ene-14Oct-15Nov-13Sep-17Nov-12Mar-15Ene-14Dic-14May-14Jun-13Dic-12Sep-14Mar-14Mar-14Ene-11Dic-14Feb-14Oct-13Feb-15Ene-15May-08Mar-14Oct-15Abr-11May-15Abr-16Feb-17May-12Sep-15Feb-13Sep-16Ene-11Oct-12May-16Jul-12Abr-16Ago-15Jun-15May-14Mar-15Oct-14Jul-14May-14Abr-17Oct-14May-16Jun-16Jun-12Jun-17Mar-15Sep-14Oct-14Jun-14Oct-13Sep-17Oct-12
@ NOAH16@ NOAH09@ NOAH09@ NOAH15@ NOAH09@ NOAH16@ NOAH16@ NOAH17@ NOAH11@ NOAH13@ NOAH16@ NOAH16@ NOAH10@ NOAH09@ NOAH10@ NOAH16@ NOAH16@ NOAH11@ NOAH11@ NOAH09@ NOAH13@ NOAH12@ NOAH11@ NOAH14@ NOAH09@ NOAH12@ NOAH15@ NOAH11@ NOAH16@ NOAH16@ NOAH17@ NOAH15@ NOAH14@ NOAH13@ NOAH16@ NOAH09@ NOAH16@ NOAH09@ NOAH16@ NOAH10@ NOAH10@ NOAH16@ NOAH11@ NOAH15@ NOAH16@ NOAH15@ NOAH12@ NOAH14@ NOAH11@ NOAH16@ NOAH10@ NOAH17@ NOAH12@ NOAH15@ NOAH16@ NOAH16@ NOAH16@ NOAH16@ NOAH12@ NOAH10@ NOAH13@ NOAH12@ NOAH16@ NOAH11
USLuxembourgSwedenUKUKNetherlandsGermanyGermanyUKRussiaGermanyUKUSUKFranceThe NetherlandsGermanyUSGermanyUKSwedenCzech RepublicFranceUSUKUKGermanyUKGermanyIrelandUKGermanyTurkeySpainUKFranceUSSpainGermanyUKGermanyIsraelCzechRepublicUKAustriaGermanyIsraelGermanyUKSwitzerlandTurkeyUSGermanySpainUSUKGermanyUKItalySpainIsraelIsraelGermanyGermany
Mega Fund Raise
Multiple Mega Fund Raises
Various Mega Fund Raise Mega Fund Raise
(Minority)Multiple Fund Raises
Multiple Fund Raises
(Controlling) (Undisclosed %) (51.7%)
(60%)
(50%)
(30%)
Multiple Fund Raises
(50%)
75,679
11,956
8,276
6,813
6,072
4,367
3,974
3,020
2,743
2,741
2,681
1,902
1,319
324
204
123
107
Jul-15
Sep-14
Oct-10
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Past Event Partners & Sponsors NOAH London
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We are looking for strong partners You are in good company
25
®®
NOAH DISRUPTOR LIST
The NOAH Bible is a bi-monthly publication with a dedicated focus on European Internet companies. Here are a few highlights on what to expect.
• State of the web: traffic benchmarking of the largest B2C sectors• Latest sector valuations and operational KPIs• The most significant transactions in the last few years• Recent developments and program for the NOAH Conference (London & Berlin)
Overview of the hottest companies by funds raised.
Check our NOAH Disruptor List to see:• The companies that will change the future of entire industries• Relative funding by industry vertical• Funding split Europe vs. US• Most active investors by vertical
NOAH BIBLE (Newsletter) Downloads (PDF)
Downloads (PDF)
Edition: May 2015
Edition: May 2015
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Edition: July 2015
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Edition: November 2015
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Edition: September 2017
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26
Foto: Gregor Fischer / dpa
Foto: REUTERS
Eine Konferenz für die Gründer der digitalen Welt
Noah lockt Google-Titan EricSchmidt nach Berlin
Auf der Start-up-Konferenz Noah im Tem-podrom berät die IT-Szene über die Zukunft Europas. Gründergeist trifft dabei auf Kapital. Read more
Bei der Start-up-Konferenz Noah stehen Start-ups gar nicht im Mittelpunkt, sondern Firmen, die bereits Erfolge vorweisen kön-nen. Das lockt Manager wie Eric Schmidt, Oliver Samwer oder Mathias Döpfner. Read more
Berliner Morgenpost 09.06.15
Manager Magazin 11.15
Die Welt 11.05.15
Selected Press Clippings
Sechs Dinge, die unser Reporter über unsere Zukunft gelernt hat
Tag 1 der wichtigsten IT-Konferenz Europas
Die Noah-Konferenz – ein Beinahe-Präsident und viele Female Founders
6 Lektionen von der Digitalkonferenz NOAH 17
Auf zwei Veranstaltungsbühnen (das große Col-osseum, das kleinere Theater) stehen dabei die Ideen, wie unser Leben, unser Bankgeschäfte, unsere Mobilität oder Gesundheitsvorsorge in Zukunft aussehen werden. Read more
Die Highlights der NOAH. Read more
Die Noah-Konferenz 2018 in Berlin wartete mit einem besonderen Highlight auf — daher beginnen wir den heutigen Bericht mit Im-pressionen von Tag 1. Nicht, weil die Party bis spät in die Nacht ging. Sondern weil als krönender Abschluss Al Gore die Bühne betrat.. Read more
B.Z. 08.06.16
Bild 08.06.16
Munich Startup 06.06.18
Business Insider 24.06.17
®
Bei dem Digital-Event der NOAH Advisors waren dieses Jahr so viele Einhörner ver-sammelt wie bei keiner anderen Konferenz. Zum Beispiel der Online-Bezahldienst Stripe, der einen seinen Gründer, John Collison, zum jüngsten Selfmade-Milliardär der Welt machte. Oder das Lieferdienst-Portal Deliv-ery Hero, das Ende Juni an die Börse geht.Read more
NOAH Conference London Attracts Almost 2,000 Participants to Old Billingsgate
On 10 and 11 November 2016, the 8th NOAH Conference London was held in Old Billingsgate with the motto “Leaders Connected”. 1.850 participants gathered in Tower Hill, more than the year before, for the European internet and digital economy’s largest industry event. These included cor-porates such as Deutsche Börse Group, Credit Suisse and Porsche, and fast growing companies such as N26, BlaBlaCar and Adyen. Read more
Fintech Finance 15.11.16
Neben Mike Tyson und Peter Altmaier: 3 Take-aways von der NOAH 2018Seit 2009 bringt die NOAH „European Champions und Challengers“ zusammen. Wir waren bei der diesjährigen Veranstaltung im Berliner Tempodrom dabei und haben gelernt, warum Mike Tyson ein Strategie-experte war, Peter Altmaier kein WhatsApp nutzt und welche 3 Faktoren einen richtigen „Challenger“ ausmachen! Read more
Gründer Daily 14.06.18
Größen der Mobilitätsbranche versammeln sich auf der Noah Conference 2018 in Berlin
Business On 30.05.18
Auf der Noah Conference Berlin, dem führenden Branchen-Event der europäischen Internet- und Digitalwirtschaft, kommt dieses Jahr am 6. und 7. Juni in Berlin die Elite der Mobilitätsbranche zusammen.Wenn Uber seinen neuen CEO, Dara Khos-rowshahi, nach Europa schickt und FlixBus seinen Geschäftsführer entsendet, dann nicht ohne guten Grund. Read more
27
SELECTED NOAH SPEAKERS
Pieter van der DoesCEO
Marco PescarmonaCo-Founder & CEO
Olivier AizacFounder & CEO
Bruce AustVice Chairman
Carl ShepherdCo-Founder
Martin VarsavskyFounder
Oleg TscheltzoffFounder & CEO
Niklas AdalberthFounder
Jens BegemannCo-Founder & CEO
Yair GoldfingerFounder & CEO
Lars HinrichsFounder
Niklas ÖstbergCo-Founder & CEO
Jacob AqraouVice Chairman
Tomer Bar-ZeevCo-Founder & CEO
Rolv Erik RyssdalCEO
Nicolas BrussonCo-Founder & CEO
Mike LynchFounder & CEO
Dr. Christian WegnerMember of Exec. Board Digital & Adj.
Dave WaiserFounder & CEO
Oskar HartmanFounder & President
Malte SiewertManaging Director
28
SELECTED NOAH SPEAKERS
Henry BlodgetCEO & Editor-in-Chief
Oliver SamwerFounder & CEO
Sina AfraFormer CEO
Sigmar GabrielFederal Minister for Econ.
Affairs & Energy
Riccardo ZacconiFounder & CEO
Uri LevineFormer President
Eric SchmidtExecutive Chairman
Michelle KennedyDeputy CEO
Pierre Kosciusko-MorizetFounder
Dr. Mathias DöpfnerCEO
Martin SchulzPresident European Parliament
Greg Ellis CEO
Olaf KochCEO
Peter PlumbCEO
Nilesh PandyaCEO
Arianna HuffingtonCo-Founder & Editor-in-Chief
Niklas ZennströmCEO
Errol DamelinCEO
Günther OettingerEuropean Commissioner
Digital Economy & Society
Branko MilutinovicCEO
Iñaki EcenarroFounder & ex-CEO
29
SELECTED NOAH SPEAKERS
Sonali De RyckerPartner
Dr. Jens MüffelmannCEO
Fabrice GrindaCo-Founder
Dr. Klaus HommelsFounder & CEO
Patrick HealyDeputy CEO
Avishai AbrahamiFounder & CEO
Dom VidalPartner
Bo IlsoeManaging Partner
Dr. Tim SieversFounder & CEO
Glenn FogelCEO
Martin SorrellCEO
Michael Jackson Partner
Jörg MohauptPartner
Philipp FreisePartner
Scott CollinsManaging Director
Zita SaurelManaging Director
Deven ParekhFounding Partner
Dr. Stefan GlänzerFounding Partner
Thomas EbelingCEO
Rainer MaerklePartner
Jonathan MeeksManaging Director
30
SELECTED NOAH SPEAKERS
Dr. Dieter ZetscheChairman of the Board of Management
Peter TeriumCEO
Jonas DrueppelCEO
Jessica FedererHead of Digital Development
Hakan KoçFounder & MD
Silvio PaglianiCo-Founder
Simone Menne Supervisory Board Member
of BMW, DPDHL, Springer Nature
Florian GschwandtnerCo-Founder & CEO
Ragnar SassCo-Founder
Rubin RitterMember of the Management Board
Herbert HainerCEO
Dr. Markus Pertlwieser CDO Private, Wealth &
Commercial Clients
Ralph HamersCEO
Johannes ReckFounder & Co-CEO
Lucas von CranachFounder & CEO
Travis KalanickFounder
Henrik HerrHead Germany & Austria
International Wealth Management
Rudolph W. GiulianiGlobal Chair Cybersecurity, Privacy & Crisis
Management Practice CEO & Executive Chairman
Michiel GorisCEO
Dr. Friedrich SchwandtFounder & CEO
Chris MortonFounder & CEO
31
SELECTED NOAH SPEAKERS
Martin OttVP, MD Central Europe
Dror EfratFounder & CEO
Lucas Carne Co-Founder & CEO
Jochen EngertFounder & Managing Director
Nir ErezFounder & CEO
Dan BrodyVP Business Development
Adam Singolda Founder & CEO
Julia BöschManaging Director & Founder
Hans-Holger AlbrechtCEO
Henrich BlaseCEO / Owner
Valentin StalfFounder & CEO
Filip EngelbertCo-Founder
Chris OhlundCEO
Alexander Graubner-MüllerCo-Founder & CEO
Robert LangCEO
Or Offer CEO
Michael GrossVice Chairman
Stan LaurentPresident & CEO
Andreas KoenigFormer CEO
Joey LevinCEO
Pere VallèsFormer CEO
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Elicia Bravo Chief Strategy Officer
Hugo BurgeCEO
JC OliverChief Creative Officer
Fabian SiegelFounder & CEO
Boaz YaariCEO
Andy HancockManaging Director
Alexandre FontaineCo-Founder
SELECTED NOAH SPEAKERS
Avid Larizadeh DugganGeneral Partner
Yoni AssiaFounder & CEO
Felix PlogCo-Founder & COO
Dr. Caren Genthner-Kappesz - CEO
Marta KrupinskaGM & Co-Founder
Markus WitteCEO
Carsten KengeterCEO
Reshma SohoniFounding Partner
Josh JamesFounder & CEO
Joelle FrijtersCo-Founder & CEO
Uwe Weiss CEO
Elodie DupuyPrincipal
Ralf ReichertCEO
Fabio CannavaleCo-Founder
33
Oliver DlouhyCEO
Rolf SchrömgensCo-Founder & CEO
Peter SmithCo-Founder & CEO
Clare GilmartinCEO
Jitse GroenCEO
Friedrich JoussenCEO
Eugene MizinCEO
SELECTED NOAH SPEAKERS
Donata HopfenCEO
Robert GentzCEO
Dr. Andreas WielePresident Marketing & Classified
Ad Models
Whitney Wolfe Herd Founder & CEO
Dr. Ali ParsaFounder & CEO
John CollisonCo-Founder & President
Michelle ZatlynCo-Founder
Clark StaceyCEO
Mikkel SvaneCEO
Gisbert RühlCEO
Dr. Richard Lutz CEO
Nico GabrielCEO
Jose NevesCEO
Kevin H. Johnson CEO
34
Jaidev JanardanaCEO
Alicia NavarroFounder & CEO
Hendrik KlindworthCEO
Ofer VilenskiFounder & CEO
Philipp ManCEO
Nimrod LehaviCo-Founder & CEO
SELECTED NOAH SPEAKERS
Remo GerberCCO
Anne BodenFounder & CEO
Carlo KoelzerCEO
Geoff CookCEO
Florian ReuterCEO
Andrey AndreevFounder
Sebastiaan VaessenHead of Strategy
Samir DesaiCo-Founder & CEO
Mike HudackCTO
Dr. Carolin GaborManaging Director
Alan MamediCo-Founder & CEO
Ankur Shah CFO
Katharina LuethHead of Europe
Nikolay StoronskyFounder & CEO
Carlota PiCo-Founder & CEO
35
David AvgiCEO
Rob MoffatPartner
Erik PodzuweitCo-Founder & Co-CEO
David ThevenonPartner
Philipp PausderFounder & Managing Director
Dr. Julian HospFounder & CEO
SELECTED NOAH SPEAKERS
Payal KadakiaFounder & Executive Chairman
Claudia NematCTO
Dr. Bernd MontagCEO
Marc-Alexander ChristCo-Founder
Dara KhosrowshahiCEO
Al GoreChairman
Robbie AntonioCEO
Dominik RichterCEO
Harley MillerVice President
Peter AltmaierFederal Minister for Economic
Affairs and Energy
Joanna PrzetakiewiczFounder & Creative Director
John SuhCEO
Dr. Patrick AndraeCo-Founder & CEO
Markus VilligFounder & CEO
Julian TeickeCEO
36
The NOAH Team® ®
www.noah-conference.comwww.noah-advisors.com
Marco RodzynekManaging Director & Founder
Jan BrandesManaging Director
Dr. Gerhard CrommeChairman
Justus LumpeManaging Director
Nikhil ParmarDirector
Aleksander SkwarczekAnalyst
Banking Team Conference Team
Marina KrolovichData Manager
Maria del Mar PérezCTO
Paula GarcíaVP NOAH
Marco BombachCreative Director
Gema AlbaNew Media Designer
Daniel WasowiczHead of Data Team
Martina GrivnovaVP Conference Management
Lukas SchlundAnalyst Andrea Lunelio
Senior Developer
Mayra FernandezSales Associate
NOAH Advisors provides corporate finance services to the digital sector in Europe
September 2015
May 2014
August 2011
July 2015
February 2013
May 2016
August 2014
November 2011
December 2014
May 2012
September 2014
December 2011
October 2014
April 2012
Sale of a 70% stake in
Primary funding for
Investment in
to
from
by
Exclusive Financial Advisor to Drushim and its Shareholders
Advisor to BIScience
Exclusive Financial Advisor to 10Bis and its Shareholders
Sale of 100% of
for $800m to
Exclusive Financial Advisor to Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to Facile.it and its Shareholders
sold 100% of
sale to
Sale of a majority stake in Fund raising for
to
Quants Financial Services AG
from various investors
Sale of 100% inFund raising for
for $228m to a joint venture between
to
from various investors including Angel Investors
Exclusive Financial Advisor to Yad2 and its Shareholders
Advisor to RankAbove
Advisor to the Selling Shareholders
Exclusive Financial Advisor to grupfoni and its Shareholders
Financial Advisor to Topruraland its Shareholders
Advisor to Work4 Labs
Growth equity investment from
for a 30% stake alongside Softonic’s Founders
and Angel Investors at a valuation of €275m
Exclusive Financial Advisor to Softonic and its shareholders
$150 million growth equity investment from
for a 50% stake alongside Fotolia’s Founders and TA AssociatesAdditional $150 million senior
debt financing
Financial Advisor to Fotolia and its Shareholders
September 2016October 2016December 2016August 2017
Acquisition of a Majority Stake inInvestment inInvestment inAcquisition of a Majority Stake in
Financial Advisor to Oakley CapitalExclusive Financial Advisor to
KäuferPortal and its ShareholdersFinancial Advisor to Silver LakeFinancial Advisor to EMK Capital
by
from
byby
by
at a valuation of €300m84% Ownershipat a valuation of $200m