noah conference reflections · noah conference reflections . ... 2 marcel rafart...

NOAH Conference Reflections

Table of Contents

1. Overview of NOAH Advisors and the NOAH Conference

2. Impressions from NOAH ’11

3. Investor Contacts and Attendee Statistics

4. NOAH ’11 in the Press and Email Feedback

5. NOAH Poll Results

Overview of NOAH Advisors and the NOAH Conference

Unique Industry Know-How Core Investment Banking Competence

Unmatched Network and Relationships Full Commitment - We Are Entrepreneurs!

100% focused on Internet companies, covering over 25 sub-verticals in this highly complex industry - 15+ years active coverage of leading European

Internet companies and investors Deep understanding of industry dynamics and

thinking of industry leaders Ability to add value beyond banking advice

- Facilitates overall process and minimizes management distraction

The NOAH team has 25+ years of media investment banking experience - Routine execution of M&A and financing

transactions with sizes of several billion euros The team has been working together closely for 7

years (including 6 years at Lehman Brothers) 8 successfully completed NOAH Advisors

transactions underline successful transfer of competencies to the Internet sector

NOAH Advisors is globally very 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 - Coverage of over 500 companies and 4,000

individuals - Proactively finds and unlocks attractive

investment opportunities for leading investors (e.g. Bigpoint)

Annual NOAH Conference

The NOAH team are entrepreneurs and focused on growing the business and establishing a reputation for excellence

Full commitment to deliver top quality results in short time frames

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

NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique

Marco Rodzynek

Managing Director and Founder

Yoram Wijngaarde

Director

Jan Brandes

Director

Contact Details [email protected] UK Mobile: +44 77 85 330 330 Swiss Mobile: + 41 79958 1512

Contact Details [email protected] UK Mobile: +44 79 17 084 784

Contact Details [email protected] German Mobile: +49 174 2010 984

The NOAH Advisors Core Team

Selected Completed NOAH Transactions

November 2011 August 2011

July 2011 April 2011

April 2011 April 2011

December 2009 April 2009

Sale of a majority stake in

to Quants Financial Services AG

Exclusive Financial Advisor to grupfoni and its Shareholders Advisor to RankAbove

Fund raising for

from various investors

Advisor to EnGrande


to

have acquired a majority stake in

for $350m from

Exclusive Advisor to Summit Partners and TA Associates

Advisor to AdTelligence

Fund raising for

from various investors

Advisor to Yatego


to

Advisor to Softonic

Partial sale of

to

Valuing Softonic at €175m

Advisor to Fotolia

$80m partial sale of

to

The conference will again take place at Old Billingsgate in London Registration will open in early 2012 For updates, please check: www.noah-conference.com

Introduction to the NOAH Conference Overview of the NOAH Conference 2011

NOAH ‘12 on 6-7 November – Save the Date

The NOAH Conference is an annual Internet event taking place once a year in London, focused on top management from Internet start-ups to global media companies as well as senior investment professionals

NOAH’s goal is to create a marketplace for the European Internet eco-system to discuss key trends, generate business and facilitate investment transactions

Over the past 3 years numerous high-profile speakers presented at NOAH, including over 100 CEOs

The NOAH Conference was founded in 2009 by Marco Rodzynek and is organised by the NOAH Advisors team with sponsorship from some of the world’s leading financial investors

NOAH ‘11 took place on 9-10 November 2011 at Old Billingsgate in London

Fantastic line-up of 90 speakers from 20 countries in keynotes, presentations and panels over 2 full days

1,150 attendees from 35 countries – 57% from Internet companies, 26% from investors, 15% from corporates (media companies, advisors, PR and recruiting) and 2% press representatives from leading on- and offline publications

NOAH party with additional guests from London and a great live band on the evening of the first day

Extremely positive feedback from numerous attendees, on twitter and in the press

Event Sponsors

Conference Program

Selected Conference Impressions

Summary Overview

Strategic Sponsors

Impressions from NOAH ‘11

NOAH Conference 2011 Summary Overview 7

Conference Highlights - Day 1


Impressions from the NOAH Party

Conference Highlights - Day 2


Investor Contacts and Attendee Statistics

Fund Attendees Key Contact

11 Harry Nelis ([email protected]) Sonali de Rycker ([email protected]) Adam Valkin ([email protected])

9 Dominique Vidal ([email protected]) Ben Holmes ([email protected]) Jan Hammer ([email protected])

3 Hans-Jürgen Schmitz ([email protected])

Eugene Mizin ([email protected]) Guillaume Durao ([email protected])

3 Pawel Chudzinski ([email protected]) Lukasz Gadowski ([email protected]) Kolja Hebenstreit ([email protected])

2 Roberto Bonanzinga ([email protected]) Dharmash Mistry ([email protected] )

2 Marcel Rafart ([email protected]) Javier Rubio ([email protected])

2 Pär-Jörgen Pärson ([email protected]) Hans Otterling ([email protected])

2 Andrin Bachmann ([email protected]) Greg Lockwood ([email protected])

2 Alexander Ribbink ([email protected]) Rogier Taphoorn ([email protected])

2 Hubert Deitmers ([email protected]) Martijn Hamann ([email protected])

2 Alex Gonthier (gonthier@@wellington-partners.com) Christian Thaler-Wolski ([email protected])

1 Emanuele Levi ([email protected])

1 Mike Chalfen ([email protected])

1 Mattias Ljungman ([email protected])

1 Michael Eisenberg ([email protected])

1 Alon Lifshitz ([email protected])

1 Ian Noel ([email protected])

1 Nic Brisbourne ([email protected])

1 Ben Tompkins ([email protected])

1 Bernard Vogel ([email protected])

1 Davor Hebel ([email protected])

1 Stephen Lowery ([email protected])

1 Torsten Kreindl ([email protected] )

1 Laurel Bowden ([email protected])

1 Martin Weber ([email protected])

1 Johan Englund ([email protected])

1 Baris Aksoy ([email protected])

1 Tomasz Czechowicz ([email protected])

1 Thomas Preuss ([email protected])

1 Phillippe Collombel ([email protected])

1 Tony Askew ([email protected] )

1 Olivier Sichel ([email protected])

1 Mauro Pretolani ([email protected])


9 Stefan Götz ([email protected]) Zita Saurel ([email protected]) Blake Kleinman ([email protected])

4 Philipp Freise ([email protected]) Lucian Schoenefelder ([email protected]) Vania Schlogel ([email protected])

4 Dominik Stein ([email protected] ) Christian Schuette ([email protected]) Anil Hansjee ([email protected])

3 Kai Romberg ([email protected]) Dan Groen ([email protected]) Sascha Kaumann ([email protected])

3 Karim Tabet ([email protected]) Bruno Mourgue d'A. ([email protected])

Andrew Tisdale ([email protected])

3 Karl Peterson ([email protected]) Anand Tejani ([email protected]) Jean Baptiste Brian ([email protected])

2 Tripp Lane ([email protected]) Frank Ehmer ([email protected])

2 Andrea Valeri ([email protected]) Lance Toler ([email protected])

2 Stefan Franssen ([email protected]) Natalie Tydeman ([email protected])

2 Hinrich Stahl ([email protected]) Helge Luetzen ([email protected])

2 Michael Korzinstone ([email protected])

John Flynn ([email protected])

1 Jan-Olivier Fillols ([email protected])

1 Jens Hagen ([email protected])

1 Jörg Mohaupt ([email protected])

1 Michael Black ([email protected])

1 Jason Khaksar ([email protected])

1 Andrew Young ([email protected])


7 John Meeks ([email protected]) Ajit Nedungadi ([email protected]) Morgan Seigler ([email protected])

5 Scott Collins ([email protected]) Christian Strain ([email protected]) Vincent Lambert ([email protected])

5 Konrad Stoebe ([email protected]) Steven Klooster ([email protected]) Johannes Korp ([email protected])

3 Frank Seehaus ([email protected]) Jan-Gisbert Schultze ([email protected]) Benedikt Sudbrock ([email protected])

3 Fabio Giuseppetti ([email protected]) Daniel Mytnik ([email protected]) Ricardo Caupers ([email protected])

2 Marco Brockhaus ([email protected]) Jan Daniel Neumann ([email protected])

2 Chris Caulkin ([email protected]) David Lisewski ([email protected])

2 Sarah Pinto ([email protected]) Peter Garran ([email protected])

2 Jim Quagliaroli ([email protected]) Jeff Haywood ([email protected])

2 Daniel O’Keefe ([email protected] ) Woody Marshall ([email protected])

2 Stephen Byrne ([email protected]) Jussi Wuoristo ([email protected])

Expansion Capital

1 Fabian Wasmus ([email protected])

Mercury 1 Sebastien Briens ([email protected])

1 Harley Miller ([email protected])

1 Christoph Haschka ([email protected])

1 Mark Joseph ([email protected])

1 Pueo Keffer ([email protected])

1 Richard Yen ([email protected])

1 Morgan Callagy ([email protected])

Premium Partners - Event Sponsors

NOAH Conference 2011 – Investor Contact Page Growth Capital (€20-250m) Venture Capital (€5-20m) Private Equity (€250-1,000+m)

Attendance Statistics


In only 3 years, the NOAH Conference has developed into one of Europe’s leading industry event, attended by over 1,100 leading Internet executives and investors from 35 countries

Attendance Development 2009 - 2011 Attendees by Country

Repeat Attendance Rates Attendees by Type

655, 57%

295, 26%

167, 15% 24, 2%

Internet

Investor

Corporate

Press

Rank Country Attendees % of Total

1 UK 364 31.9%

2 Germany 357 31.3%

3 Spain 60 5.3%

4 US 47 4.1%

5 Switzerland 43 3.8%

6 France 42 3.7%

7 Netherlands 36 3.2%

8 Israel 26 2.3%

9 Sweden 24 2.1%

10 Russia 21 1.8%

Other (24) 122 10.7%

Total 1,142 100.0%

600 650

1,142

2009 2010 2011

70%

10%

16%

4%

First Time

Third Time

Already 2010

Already 2009

Move to Old Billingsgate

NOAH ’11 in the Press and Email Feedback

NOAH 11 in the Press


Read the full article under: http://www.gruenderszene.de/allgemein/noah-konferenz-2011

Read the full article under: http://eu.techcrunch.com/2011/11/12/noah-2011-brings-a-pan-european-networking-space-to-london/

Read the full article under: http://blogs.wsj.com/tech-europe/2011/11/10/russias-untapped-billion-dollar-opportunities/

Read the full article under: http://www.3founders.com/2011/11/15/watch-out-london-rocking-noah-2011

Read the full article under: http://brazilventurecapital.blogspot.com/

Read the full article under: http://www.futurecom.ch/events/noha-london-die-trends-2011/

Selected Unsolicited Feedback from Germany


Germany

Company Feedback

„Sensational conference!“ Altendorf, Founder and CEO

“Congratulations on a very very successful NOAH Conference. It has been great fun to be there and we have had good impressions and great conversations.” Bodo Thielmann, COO

“I've heard nothing but positive feedback from your conference. I can only agree of course.” Philip Reisberger, CGO

“I would like to thank you for the fantastic NOAH 2011, in my opinion - and confirmed by the conversations I had with others - was a great success. Therefore, You have built up in a very short time the most important conference of the online world in Europe and managed to bring together opinion makers and designers in the industry - more participants than last year and the quality without dilution. It made me very happy to be back in London, and has long been meet all key partners in one place without having to travel around for several weeks. And also the atmosphere was fabulous: simply relaxed talks without pressure of time, accompanied by delicious food, drinks and entertainment So I congratulate you once again for this tremendous success with the NOAH and I wish you for your other activities all the very best and as much success - and of course look forward to next year.” Tristan A. Förster, Managing Director

“It was an amazing event. It seemed that every participant was either a high profile VC or a Founder of one of Europe’s top rated start-ups. Wow!” Tim Stracke, Founder and CEO

“Congratulations to Noah very successful Conference 2011! Was again great!” Felix Zawadzky, Corporate Development

“Thank you for your invitation and congratulations also to great success with Noah11. You have brought together all the top players, created a great atmosphere to network, discuss deals and presented a fascinating program.” Dr. Marcel Reichart, DLD Ventures

“Great company sessions, very recommendable conference.“ Alexander Straub

Company Feedback

“Was really a class event. Thanks again for the invitation.” Kai Bolik, CEO

“Again, CONGRATULATIONS to the conference! We were very impressed with what you have created.” Torsten Appel, CEO

“What you have achieved with the NOAH Conference is amazing. Fridtjof and I couldn't believe what a great conference you guys have set up with just a team of 3 people. Big congrats! It was a pleasure for us to be part of it - we truly enjoyed it.“ Founding Management Team

“I would like to take the chance to thank you and your team for the great conference. NOAH conference has been a highly interesting event with many interesting discussions and a great place to network. I am very much looking forward to participating again next year.“ Benedikt Ernst, Corporate GROUP Projects / M&A

“Just wanted to let you know that i truly enjoyed the conference – thanks a lot and congratulation to a great event!“ Andreas von Buchwaldt

“Impressive event.“ Christian Wegner, Chief New Media & Diversification

“Thanks also to your organization and execution of a great conference. I was really impressed and enjoyed all the sessions. If there is an SEO or Social Media Analysis panel next year would like to attend next year as well. With new insights in SEO and Social. ;)” Marcus Tober, CEO

“Once again a very big thank you to you. The conference was very successful in all respects: Within 2 days I can with about 20 of the best European funds hold a pitch; very many of the relevant European Internet personalities were present, good speeches and Talks; cool location and very good food for a conference; very cool party on Wednesday evening. In summary: Very very successful event.” Sebastian Funke, Founder and CEO

“Thank you again for the very well-made NOAH Conference last week I really had a lot of fun and lots of good discussions and new contacts. Looking forward, in the coming year to be there.” Christian Janson-Euterneck, Founding Partner

Selected Unsolicited Feedback from the UK


Company Feedback

“Just wanted to tell you that i continue to be impressed by what you guys have been doing and the attendance and organisation of your conference. Very well done!” Emmanuel Hibou, Co-Head TMT EMEA

“Thanks for a great NOAH conference 2011.”

Matthias Lehleiter

“I very much enjoyed NOAH last week. It is an impressive achievement that the three of you are able to put together and run such a large scale event.”

“Congratulations on a well run conference“ Tim Merel, Managing Director

“Just wanted to thank you for the great conference It was the first time I attended and have to admit I really enjoyed it. “ Tanguy Peers

“Thank you guys - was a great event and really useful.“ Sean Cornwell, CEO Europe

“A very impressive conference, congratulations.“ Natalie Tydeman

“Thanks for organizing such a great conference and for all the introductions. Thanks again for being such a gracious host.” Yves Cornaz, Corp Dev, EMEA

“Great outcome, congratulations to the Noah team” Patrick Healy, Partner

“Congratulations on a great conference! It was a fantastic event, even better than the last year. I met lots of interesting people and learned about new companies through the presentations and panels. I was very proud to be a part of the NOAH Conference.” Zita Saurel, Principal

“Phenomenal effort and an event with so much great content and fantastic attendance! What a week it was. Congrats & well done, onwards to the next one.” Jan Hammer

„Great conference as usual!“ Riccardo Zacconi, CEO

Company Feedback

“Thanks for organizing such a great conference and thanks for giving us the opportunity to associate ourselves with NOAH. We feel very proud to be a sponsor.” Dr. Lucian Schönefelder

“Congratulations on a fantastic conference. It was a pleasure to be involved. “ Guy Halfhead, Vice President Sales

“Thanks for another amazing conference. Fantastic venue, great people, outstanding organization” Andrin Bachmann, Founder

“I just wanted to say bravo on this years' conference. It was really a very impressive event with such a depth of interesting people and informative presentations. Thank you very much for organizing and inviting us to join you.”

“It was fantastic! We look forward to being involved next year.” Scott Collins, Partner

“Just wanted to say congrats on a super conference. We were proud to help sponsor. “ Christian Strain, Principal

“Seriously, very, very impressive. “ Sotiris Lyritzis, Managing Director

“Congratulations on what you have achieved with Noah.....it really is amazing. I can tell you’ve put a lot of yourself into this and am happy for your success.” Murray Hennessy, CEO

“Attending NOAH for the first time this year. Great event.” Benjamin Vedrenne-Cloquet

“Congratulations on the organization of NOAH. I met extremely interesting people with bright new ideas in the IT world.” Alessandra Silvestri

“First time I attend NOAH event and hopefully not the last. Looking forward to the next one.” Mark Hirschfield, Chairman & Director

William Turner

“I am the veteran of many a conference and many a gathering attempting to do what you have achieved so well over the last couple of days with Noah. Your initiative is a very real accomplishment. Many congratulations. As I say, it was a class act.”

UK

France, Netherlands, Spain, Switzerland and US


Spain France

Company Feedback

“Just wanted to congratulate you for the event. It was brilliantly organized! It is like wine, with every passing year its value increases :)” Ian Noel, Partner

“Conference was unbelievable. You should be proud. Amazingly deep content. Marco - your emceeing was really good. Good Google questions, insight... I heard many, many compliments toward Noah from people. Well done. I know it was a hell of a lot of work, and stress” John Erceq, CEO

“Big congrats for the great event you guys have put together – I wish all our companies had that growth speed ;-) “ David Bäckström

“Great company sessions, very recommendable conference” Cesar Oteiza, CEO/founder

“A huge congratulations for you, Yoram, Jan and the rest of the team. It was a great event and seemed like a huge success. I really appreciate your letting me play a part.” RJ Friedlander, CEO

“Just wanted to thank and congratulate you for the conference. Great job! Hope it was as successful and fun as for me :-)” Alexander Schwarz, Head of Corp Dev

“Thank you very much for inviting us to the NOAH 2011 event, it was an amazing experience for us, great content, great networking and most of all lots of fun... the best Internet event in Europe by far!! The organization of the event was perfect and it showed that you guys really did it with a lot of love and attention. We're all already looking forward to next year's event, it should be even better that this year's!!!” Trovit Management

Company Feedback

“Thank you Marco for that great event! The organisation was perfect and I learned many things. I hope you were satisfied (you should be !).” Mathieu Llorens, CEO

“Congratulations on the event“ Pascal Gauthier, CEO

“Congrats to you and your team. This was a great event! Kind of LeWeb / VIPonly!” J-David Chamboredon

“Very well executed.” Laurence Bret-Stern

“Thank you for a blasting NOAH conference! The overall quality and logistics improved by a quantum factor.” Yann Mauchamp, Founder and CEO

“Attending NOAH for the fisrt time this year. Great event.” Yasmine El Hani Deputy Global Sales Director

“Congrats to you! Really great event.” Stéphane Le Viet, CEO

Netherlands

Company Feedback

“It was a great event. What an impressive event, really amazing.“ Maarten Beucker Andreae, Owner

“Thanks for the great conference. I really enjoyed it too.” Marco Kloots, CEO

“Marco, congrats with this superb event again, you created the "VC/Entrepreneurs marketplace" for the EU online world.“ Martijn Hamann, Partner

US

Company Feedback

“Congrats on running a very successful conference. The chatter amongst the entrepreneurial and investment community has been very positive to say the least. It was very worthwhile and we look forward to being back there next year in an even larger capacity.“

Switzerland

Company Feedback

“Amazing conference guys. Every year it continues to become more and more important to not miss it.” Manu Gupta

“I just wanted to thank the whole team for the excellent organization, very much appreciated. The conference was truly interesting, I learned a great deal, just great.” Richard Olsen, Founder of OandA

Israel, Turkey, Russia and Japan


Russia and CEE

Company Feedback

“ROCKSTAR CONFERENCE!!!“ Oskar Hartmann, CEO

“I continue to be amazed what one (obsessed) man can accomplish with a lot of drive and one laptop! Congrats again on a super event!” Tomasz Czechowicz, Founder and CEO

“It was really nice to be at the event thank you for the invitation and I am looking forward to next year.” Jan Rezab, CEO

“NOAH Conf was absolutely fantastic, thanks for inviting Socialbakers as a speaker.“ Laura Grigerová

“I really enjoyed the event for the second year and it is getting better. It was a pleasure to be on the panel. “ Nina Pogosova, CEO

Japan

Company Feedback

“Thank you very much for granting me the opportunity to participate in NOAH 11, which I found highly informative. “

Company Feedback

“Great event.” Alon Carmeli, CEO

“I wanted to congratulate you for a great conference, I know bringing in together so many people isn't an easy task :-)“ Dror Ceder, Founder of Wibya

“Thanks for the invitation to the NOAH event. It was a pleasure meeting you and your team. As mentioned, I always like to see smart moves like this one…” Ariel Finkelstein , Founder and CEO

“Thank you again for including us in the best tech event I've attended to date. We met great people, created great opportunities and now see true opportunity for growth in Europe.“ Mayer Reich, CEO and Founder

“I wanted to take this opportunity to thank you as well for the superb and professionally run NOAH Conference 2011 and for your continued support of RankAbove. NOAH 2011 was simply fantastic from every angle for RankAbove. With your generosity of allowing us to have a booth; to the business generated at the booth and the booth foot traffic and the sheer number of demos executed there on our SEO platform; networking; not mentioning the extremely high level of sessions and speakers it was in short an event par excellence! In essence, Mayer and I certainly believe that we will look back on NOAH 2011 and see a great growth trajectory of the Company emanating from November 2011.” Michael Barnett

Israel

Turkey

Company Feedback

“Congratulations for this fantastic event. I was very impressed by the quality of the conference.” Mustafa Say, Founder and CEO

“Congratulations again on this very successful event. I felt like 2 days was not enough to consume what you guys have put out there. Many times I was torn apart between attending a critical session vs. chasing the presenter of the previous presentation.” Yuksel Dibekoglu

NOAH Poll Results

NOAH Poll Results (1/2)


Respondents by Company Type Years of Experience in the Internet Sector

Expected Online Ad Market Growth 2012E Advertising Spend (% of Revenue)

Over 250 people participated in the NOAH Conference mobile poll

US is the Source of Internet Innovation

Expected Revenue Growth 2012

56%

6%

22%

16% InternetCompany

TraditionalMedia

InternetInvestment Firm

Other

31%

26%

21%

12%

10% 11-15 years

1-5 years

6-10 years

15+ years

New

42%

34%

13%

9% 2% 0% 10%+

20%+

5%+

25%+

Flat

-5% or less

26%

19%

16%

6%

1%

32%

60%+

15-30%

30-60%

0-15%

Declining

Non internet

34%

21% 10%

8%

27%

<10%

10-25%

25-50%

50%+

Not Relevant

48%

19%

17%

14% 2%

Disagree

Neutral- is apossibility

Agree

StronglyDisagree

Strongly Agree

NOAH Poll Results (2/2) – Use of Online Service Providers


Payment Service Provider Web Analytics Provider

SEO Technology Use SEM Technology Use

40%

6% 2% 3%

24%

25% Paypal

Adyen

Ogone

Skrill

Other

None

10%

3% 3%

45%

22%

17% Omniture

AT Internet

Coremetrics

Other

Not Required

None

27%

25% 18%

5%

25% No

Done in-house

Yes

Looking at solutions

Not Required

30%

23%

20%

8%

19% No

Done in-house

Yes

Looking at solutions

Not Required

noah conference reflections · noah conference reflections . ... 2 marcel rafart...

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