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FUTURE RETAIL 2025 NOAH Conference, 10th November 2016, London

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Page 1: Exciting Commerce - NOAH16 London

FUTURE RETAIL 2025

NOAH Conference, 10th November 2016,

London

Page 2: Exciting Commerce - NOAH16 London

GET YOUR TICKET TODAY!www.noah-conference.com

2-3Tempodrom, Berlin Old Billingsgate, London

NOV201722-23 JUN2017

SAVE THE DATE

Page 3: Exciting Commerce - NOAH16 London

The e-commerce Picture of the Year

Instore

Picking & Packing

for Zalando

Page 4: Exciting Commerce - NOAH16 London

e-commerce now plays with the big guys

10 Mio. € 100 Mio. €

1 Mrd. €

bis 2005 bis 2010 bis 2015

# in 2005:

online retailers with € 10 m in revenues were big

# in 2010:

the bar was raised to € 100 min revenues

# today: we look at € +1 bn

➱ More public companies

➱ More intern. / global players

Page 5: Exciting Commerce - NOAH16 London

e-commerce now plays with the big guys

10 Mio. €100 Mio.

1 Mrd. €

bis 2005 bis 2010 bis 2015

thousands

# in 2005:

online retailers with € 10 m in revenues were big

# in 2010:

the bar was raised to € 100 min revenues

# today: we look at € +1 bn

➱ More public companies

➱ More intern. / global players

Page 6: Exciting Commerce - NOAH16 London

e-commerce now plays with the big guys

10 Mio. €100 Mio.

1 Mrd. €

bis 2005 bis 2010 bis 2015

thousands

# in 2005:

online retailers with € 10 m in revenues were big

# in 2010:

the bar was raised to € 100 min revenues

# today: we look at € +1 bn

➱ More public companies

➱ More intern. / global players

hundreds

Page 7: Exciting Commerce - NOAH16 London

e-commerce now plays with the big guys

10 Mio. €100 Mio.

1 Mrd. €

bis 2005 bis 2010 bis 2015

thousands

# in 2005:

online retailers with € 10 m in revenues were big

# in 2010:

the bar was raised to € 100 min revenues

# today: we look at € +1 bn

➱ More public companies

➱ More intern. / global players

hundreds

dozens

Page 8: Exciting Commerce - NOAH16 London

e-commerce now plays with the big guys

10 Mio. €100 Mio.

1 Mrd. €

bis 2005 bis 2010 bis 2015

thousands

# in 2005:

online retailers with € 10 m in revenues were big

# in 2010:

the bar was raised to € 100 min revenues

# today: we look at € +1 bn

➱ More public companies

➱ More intern. / global players

hundreds

dozensONLINESPECIALISTS

Page 9: Exciting Commerce - NOAH16 London

The new billionaire club in e-commerce

Page 10: Exciting Commerce - NOAH16 London

The new billionaire club in e-commerce

# dozens of players with > 1 billion in revenues …

# aiming for +10 bn in revenues and

# with the ambition to become platforms

➱ Huge opportunities

➱ Major challenges

Page 11: Exciting Commerce - NOAH16 London

“And it’s still Day 1”

Page 12: Exciting Commerce - NOAH16 London

FUTURE RETAIL 2025 – more than retail

#1 SHIFTING VALUE POOLS

#2 VERTICAL BRANDS

#3 MARKETPLACES

Page 13: Exciting Commerce - NOAH16 London

© Oliver Wyman

Digitization breaks up the value chain

1. Concentrated value pools 2. Dispersed value pools 3. New ecosystems

PHYSICAL GOOD

Services

Digital content

Connec-tivity

Apps

Com-munity

PHYSICAL GOOD

Services

Digital content

Connec-tivity

Apps

Com-munity

PHYSICAL GOOD

5% 80% 15%

Page 14: Exciting Commerce - NOAH16 London

0

225

149

06

3

02

0

40

FASHION ADVICE

25

TOMORROW WE ARE TURNING INTO A SHOPPING CITY…

CO N N E C T I N G P E O P L E W I T H F A S H I O N

Page 15: Exciting Commerce - NOAH16 London

FUTURE RETAIL 2025 – more than retail

#1 SHIFTING VALUE POOLS

#2 VERTICAL BRANDS

#3 MARKETPLACES

Page 16: Exciting Commerce - NOAH16 London
Page 17: Exciting Commerce - NOAH16 London
Page 18: Exciting Commerce - NOAH16 London

FUTURE RETAIL 2025 – more than retail

#1 SHIFTING VALUE POOLS

#2 VERTICAL BRANDS

#3 MARKETPLACES

Page 19: Exciting Commerce - NOAH16 London

?

?

? ? ?

Page 20: Exciting Commerce - NOAH16 London

PLATFORM PLAYERS

FOODFMCG

INSPIRATIONNEW

BRANDSNEW

SKILLS

Page 21: Exciting Commerce - NOAH16 London

“And it’s still Day 1”

Page 22: Exciting Commerce - NOAH16 London

The Global Online Retail Fund … #A14N9A

Only public ecommerce companies with a +20% growth rate

Category leaders

Ideally founders-led

plus: selective ecommerce holdings

Global Online Retail Fonds – The Future of Retail 2025 (GLORE25)

Page 23: Exciting Commerce - NOAH16 London
Page 24: Exciting Commerce - NOAH16 London

Sven Rittau

CEO & Co-Founder K5 GmbH

E-mail: [email protected]

Mobile: +49 (0)177 273 64 84

Follow me on:

@svendimonaco

Page 25: Exciting Commerce - NOAH16 London

Selected Completed NOAH Transactions

Focus on Leading European Internet companies

Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates

Deep understanding of industry dynamics

Ability to add value beyond banking advice

Facilitates overall process and minimizes management distraction

NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry

Knowledge of and strong relationships with potential buyers’ key decision makers

Proactively finds and unlocks attractive investment opportunities for leading investors

Annual NOAH Conference in its 8th year

Over 40 years of combined relevant M&A experience

Routine execution of M&A and financing transactions with sizes of several billion euros

24 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector

Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence

Ability to deliver top results in short time frames

Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results

Creative deal solutions

September 2015

December 2014

September 2014

October 2014

May 2014

Sale of a 70% stake in

to

Exclusive Financial Advisor to Drushim 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

for $228m to a joint venture between

Exclusive Financial Advisor to Yad2 and its Shareholders

Unique Industry Know-How

Unmatched Network and Relationships

Strong Investment Banking Competence

Full Commitment - We Are Entrepreneurs!

EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE

September 2016October 2016

May 2016

Investment in

by

Financial Advisor to Oakley Capital

Exclusive Financial Advisor to 10Bis and its Shareholders

®

Marco RodzynekManaging Director & Founder

[email protected]

Jan BrandesManaging Director

[email protected]

Justus LumpeManaging Director

[email protected]

The NOAH Advisors Core Banking Team

Nikhil ParmarDirector

[email protected]

10Bis Drushim

Acquisition of a Majority Stake in

by

from

at a valuation of €300m

Investment in

Exclusive Financial Advisor to KäuferPortal and its Shareholders

by

84% Ownership