digital revolution impact on m&a - september 2014

THE CONNECTEDPROSUMERDIGITAL REVOLUTION & IMPACT ON M&A- A VENTURE CAPITAL PERSPECTIVE

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MARTIJNHAMANN

donderdag 18 september 14

VAN DEN ENDE & DEITMERSPowered by passion.

Albumprinter Central Point

Paylogic Unamic Hyves

Vista Print Greenfield

SFX Xerox TMG

Yesterday Today

Spil Games Metrixlab

Unruly Media Eyeworks Adconion

Tomorrow

Ecommerce Edtech

Digital Media & Marketing Enterprise Services

Mobile

VAN DEN ENDE & DEITMERS

donderdag 18 september 14

SOFTWARE EATS THE WORLD

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IN MEDIA INDUSTRY:

TRADITIONAL DIGITALVS.

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DEFENCE INDUSTRY

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TECHNOLOGICAL SHIFT

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THERE ARE 50X MOREINTERNET USERS TODAY

(35% OF WORLD POPULATION)

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ONLINESPEEDSARE OVER120X FASTER

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TIRED?

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WE'VE ONLY JUST BEGUNWE’VE ONLY JUST BEGUN

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GOOGLE’S TOPSEARCH ADVERTISERS

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ECONOMICAL SHIFTC

ASH

AB

SOR

BE

D

PRODUCTDEVELOPMENT

BUSINESSDEVELOPMENT

CORPORATEDEVELOPMENT

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$5m

$500k

$50k $5k

1995 2005 2010 2013

Technology Drivers

Open Source

Cloud + AWS

Developers Start Companies

99% reduction

ENTREPRENEURS NEED LESS CAPITAL TO START A COMPANY

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CAPITAL SOURCES FORLATE-STAGE PRIVATE COMPANIES

UP DRAMATICALLY

TRADITIONALPUBLIC

INVESTORS• HEDGE FUNDS

• MUTUAL FUNDS

MOVINGEARLIER

TRADITIONALVC INVESTORS

• GROWTH FUNDS

• OPPORTUNITY FUNDS

MOVINGLATER

CORPORATE VC ENTRANTS• GOOGLE

• RAKUTEN•ALIBABA

NEW

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TECH IPO PIPELINEANNUAL DEAL VOLUME & INVESTMENT ($B)

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donderdag 18 september 14

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V.O.C. MENTALITY?

donderdag 18 september 14

donderdag 18 september 14