getnow - noah16 london
TRANSCRIPT
getnowgetnow
getnowgetnow
Einkaufen, ohne selbst zu laufen.
Translation: You Shop, We Drop!
In Cooperation with Facebook In Cooperation with Google
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
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GroceryDeliveryService– 90minutesuntilthebasketreachesthecustomer
2
Customerswarehouse
Puchase of products
Offering Product PortfolioOffering Product PortfolioFrom Metro
Customer Order
Delivers Order to Customer within 90 min after Order
Getnow picks products Logistics Provider
Online-Supermarket
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AssetLightApproach- getnowhasthesameupsidepotentialwithouttheinvestmentandcoststructureofitscompetitors
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getnowgetnowNeed to build new warehouses close to each city No Yes Yes
Need to build a fleet to deliver products in each city No Yes Yes
Infrastructural investment needed in Germany < EUR 20m > EUR 1.500.000.000,- > EUR 2.500.000.000,-
getnowgetnow
getnowgetnow• Getnowownstherevenuedrivingasset(thecustomer)• Getnowdoesnotownthecostdrivingasset(fleetandwarehouse)
Managingpartnershipsinsteadoffinancingcostdrivingassets
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getnowgetnowGrocery Market Size Germany
EUR 260.000.000.000,- per year
OptimalMarketConditions– FoodandGroceryDeliveryistheFastestGrowingSegmentinE-commerceinGermany
• Getnowactsinafastgrowingenvironment
• FooddeliveryhasbyfarthehighestgrowthrateinGermane-commerce
• Deliverymarketfordrugstoreproducts,medication,DIYgrowsinsimilarspeed
• Groceryanddrugstorewas1,2%ofe-commercein2014andwillbe5%in2025(Statista)
4
Food Delivery Market by 2020
in GermanyEUR 20bn/ year
2013: Food Delivery Market in Germany EUR 0,5bn
Ø Noneedtofearrisingcompetitionsincethegrowingcakeisbigenoughformultipleplayers!
Ø Competitionwillenhancecustomerawarenessandacceptanceoftheproduct
Source: http://www.ey.com/DE/de/Newsroom/News-releases/20140203-EY-News-Lebensmittel-Kauf-im-Netz-vor-dem-Durchbruch
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KPIs– getnowShowsaGreatPerformancesoFar
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january february march april may june july
Orderspermonth– getnowshowssteadygrowth
Opening Berlin
january february march april may june july
Revenuepermonth– getnowshows“thehockeystick”
Avbasketsizeoffirsttimeandreturningcustomers
0 €
10 €
20 €
30 €
40 €
50 €
january february march april may june july august
Av basket returning customer Av basket first time customer
• Munich(openJanuary)• Berlin(openMai)• Dusseldorf(2017)• Hamburg(2017)• Frankfurt(2017• Cologne(2017)
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WhyYoushouldInvestingetnow
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havethemostrelevantstrategicpartnershipsinthemarket(DHL,Google,Metro,Facebook)We
havedevelopedthedominant,non-capital-intenseconceptandcompanythatwillconquerthehighestgrowingmarket(instantgrocerydelivery)withthehighestpotentialinEuropeane-commerceWe
aretheonlyonline-shopwhereyoucandoallyourdailypurchasesandgetthemdeliveredinjust90minWe
area“toothbrush” productWe
Contact:AlexanderEmmingMobile:+49(0)15164444484Email:[email protected]
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Einkaufen, ohne selbst zu laufen.
Berlin:Torstraße21810115Berlin
Munich:NymphenburgerStraße7080335München
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
Jan BrandesManaging Director
Justus LumpeManaging Director
The NOAH Advisors Core Banking Team
Nikhil ParmarDirector
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