®
OVERVIEWCONNECTING LEADERS TO EMPOWER THE EUROPEAN DIGITAL ECOSYSTEM
2019
LONDON 30-31 OCT
BERLIN13-14 JUN
TEL AVIV10-11 APR
20102009 2011 20142012 2015 20172013 2016 2018
The Beginning! First NOAH Conference Takes Place in LondonNovember 2009
NOAH London Moves to Old BillingsgateNovember 2011
Startups Welcomed on Stage (SevenVentures Pitch Day)Workshop Stage Featuring Best-In-Class Service ProvidersNOAH Books Initiative: Industry Directories for the EcosystemNovember 2013
NOAH Bible (Newsletter): A Valuation / KPI Snapshot for European InternetMay 2015
NOAH Conference Expands to BerlinJune 2015
NOAH Connect App v1: Bringing the NOAH Famous Networking OnlineMay 2016
Dedicated Start-up Stage for the Unicorns of the FutureNOAH Conference is Streamed Live for the First TimeJune 2016
Our Special 10th Anniversary of NOAH LondonOctober 2018
YEARS
ANNIVERSARY
Pre-Event Matchmaking: Making NOAH the Most Productive Conference EverSeptember 2017
NOAH Conference Expands to Tel AvivMarch 2018
NOAH Public Companies: Europe’s First Free Internet Trading CompsMay 2018
It’s Been A Remarkable 10 Years!®
YEARS
ANNIVERSARY
2
Venture Capital
Growth
Buyout
The Conference for the Industry®
YEARS
ANNIVERSARY
A SAttendees at NOAH # of times speaking at NOAH
A AA AS SS S105 7785 6711 47 6
AA A A SS S S 453 33 22 17 2 6eventures
A A A AS S S S55 42 29 281 1 4 1
A A A AS S S11 9 8 21 1 1
AA A ASS S6975 41 3933 1
3
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
~5,000 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
~1,200 selected attendees – 300 European corporates and 900 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 Israel’s Startups with Large Corporates and Investors
30-31 October 2019Old Billingsgate, London
10-11 April 2019Hangar 11, 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
Connecting European Champions and Challengers
13-14 June 2019STATION Berlin
6
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
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
Speakers
Partners
Workshops
120+
34
5
London 2018 KPIs
®
7
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%
10
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
C-Level
Owner, Founder
Investment Partner
Other
13%
15%
5%
7%
11%
7%
27%
16%
47%
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%
13
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!
14
VENTURE CAPITAL
GROWTH CAPITAL
550 ATTENDING INVESTORSVENTURE CAPITAL 74% GROWTH CAPITAL 12% BUYOUT 9% DEBT 4%
BUYOUT DEBT
eventures
15
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)
7,200+ Unique Attendees to Date
350+500+
Unique SpeakersCompany Financings and M&ATransactions Originated @NOAH
Senior Decision Makers
~75% senior decision makers
Company Size (# employees)
C-Level
Owner, Founder
Investment Partner
Other
46%
20%
9%
25%
Over 10,000
1001-10,000
501-1,000
251-500
101-250
51-100
11-50
1-10
6%
9%
7%
9%
15%
5%
35%
14%
UK
Germany
US
Spain
Switzerland
Poland
Other
25%
24%
12%
5%
4%
3%
27%
Internet Entrepreneurs and Executives
Investors
Service Providers
Corporate Executives
Press
Other
38%
25%
14%
13%
4%
7%
18
VENTURE CAPITAL
GROWTH CAPITAL
BUYOUT DEBT
~400 ATTENDING INVESTORSVENTURE CAPITAL 54% GROWTH CAPITAL 26% BUYOUT 20%
19
THE NOAH STARTUP STAGE
MEET OUR WINNERS
APPLY FOR NOAH 2019STARTUP STAGE
Want to meet relevant angels and VCs looking for early-stage opportunities and increase public awareness? Apply for the NOAH Startup Stage now!
We’re thrilled to have collected the most votes for our startup stage ever - and following some incredibly close competition, here are the winners from NOAH London 2018!
Congratulations to the voted winner NOS Stablecoin as well as runners-up CarPlanner and Learn 2 Play, which will present their ventures on the main stage of our upcoming NOAH Berlin on 13-14 June 2019.
The NOAH18 London Startup Competition
The NOAH19 Startup Stage
21
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
120+ speakers at NOAH18 London 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 STAGENOAH18 Berlin: #1 KIDSORTED, #2 Zana Technologies #1 Fintech Competition - FinCompareNOAH17 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 DAYN15LON SnapCamN14LON Cashboard
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 LONDON
UKGermanyUSSpainSwitzerlandPolandOther
25%24%12%5%4%3%27%
C-LevelOwner, FounderInvestment PartnerOther
~75% senior decision makers
46%20%9%25%
VALUATION OF $100M+VALUATION OF $100M+MAIN STAGE: $100M MINIMUM VALUATION STARTUP STAGE FOR YOUNG EUROPEAN COMPANIES
WNNERS TO DATENOAH18 LONDON SPEAKER BOOK
ATTENDEES BY COUNTRY
ATTENDEES BY SENIORITY
It́ s a very good conference,one can do business!“ “
CLICK TO VIEW
N15BER WithingsN13LON GetYourGuide
22
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 52% of the top 100 digital M&A Exits in Europe since the launch of NOAH Conference in Nov 2009
25+ Investors present their portfolio Stars on NOAH18 London Main Stage
500 unique investor funds attended NOAH to date
A classic session at NOAH since 2009
London 2018: Lakestar, Accel, TPG, DST Global, 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 LONDON 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.
LakestarHoltzbrinck VenturesIndex VenturesHellman & FriedmanKKRSevenVenturesTarget GlobalVitruvian PartnersGeneral AtlanticAccel PartnersBCG Digital VenturesTA AssociatesEQT Partners
Eight RoadsPermiraActon CapitalSummit PartnersPartech VenturesRocket Internete.venturesMCI CapitalAtlantic Labsbtov PartnersMacquarie CapitalInsight Venture PartnersTechnology Crossover Ventures
MarylandOakley CapitalEarlybird Venture CapitalProject A VenturesNGP CapitalPiton CapitalSpectrum Equity Investors10x.GroupFinLeapHPE Growth CapitaliLab VenturesHgCapitalAtomico
CoparionSpeedInvestCatalonia Trade & InvestmentFrog CapitalNorthzoneRheingau FoundersDN CapitalScottish Equity PartnersTPG CapitalLetterOne TechnologyRTP Global
105857775696967585553444241
40393836353533333130302929
28282727262625242424242322
222221
2121212020201919
23
PARTNERS
135 partners in 2017/2018 75 exhibition stands38 workshops
40 satellite events in 2017/2018 Speakers 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
24
Over 9,000 messages and 7,000 meetings set up at NOAH BerlinThe app used by 75% of the conference attendeesNOAH Connect App Guide
NOAH CONFERENCE 2016-2018 HIGHLIGHTS TO WATCH
DARA KHOSROWSHAHICEO
AL GOREChairman
CHRISTOPH KEESECEO
Whitney Wolfe, Bumble Andrey Andreev, Badoo
Travis Kalanick, UberDr. Dieter Zetsche, Daimler
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
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
Niklas Östberg, Delivery HeroStefan Nicola, Bloomberg
25
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 > $3tn presented at NOAH since 2009Speaking Company
Speaking Company
# of Times at NOAH
# of Times at NOAH
First Time
First Time Segment SegmentFounded FoundedRaised
($m)Raised ($m)Current Status Current Status
AdyenAUTO1 GroupAutoTraderAvastAVGBabylon HealthBlaBlaCar CareemCHECK24CloudflareCTS EventimCriteoDeliverooDelivery HeroFarfetchFotoliaGettGetYourGuide HelloFreshImmobiliareIronsourceiZettleJust EatKlarnaKing.comKreditechMarkafoniMomondo GroupMoneySuperMarketPhotobox
PrivaliaRevolution PrecraftedScout24SeLogerShowroomprive SigfoxSimilarWebSkrill
SkyscannerSpotifyStripeTaboolatado°TeamViewerTomTomTrainlineTransferwisetrivago
UberWazeWeWorkWix.comWooga XINGYad2YandexZooplusZalandoZendesk
AdidasAXAAxel SpringerBayerBertelsmannBMWDaimlerDeutsche BahnDeutsche BörseeBayFacebookGoogleHuffington PostHypoportIACinnogyKlöckner & CoLufthansaMETRO GroupNaspersPorschePriceline GroupProSiebenSat.1 MediaRTLSchibstedSiemensTencentThyssenKruppTUIVivendiVISAWPP
11641228122781
102
1088432224782533
51978266
3532752345
23458967174
13
11493327
1113114416356
1068
101077111325
201020152010201220092013201320172015201620122009201520102011200920122013201320142012201320142012201020102012201120112013
20112018201120102010201620142009
2012200920152014201320152015201120112011
20162011201520122011200920122012201120112012
20162015201020152010201520152015201220102009201020122014201520142016201520112010201520112010200920112013201420172017201220172012
PaymentsClassifieds - CarsClassifieds - CarsCybersecurity & Anti-VirusCybersecurity & Anti-VirusHealth & MedTechRider Sharing & Car PoolingRider Sharing & Car PoolingLead Generation ServicesCybersecurity & Anti-VirusMarketplacesDisplay & RetargetingMeal DeliveryMeal DeliveryFashion E-CommerceMarketplacesTaxi AppsTravelMeal delivery TravelDeveloper ToolsPaymentsMeal DeliveryPaymentsGamingPersonal LoansFashion E-CommerceTravelLead Generation ServicesMarketplaces
Fashion E-CommercePropTechMarketplacesClassifieds - Real EstateFashion E-CommerceInternet of ThingsAnalytics & IntelligencePayments
TravelMusicPaymentsContent AdvertisingInternet of ThingsCommunication & CollaborationNavigation & ParkingTravelBanking FintechTravel
Taxi AppsNavigation & ParkingWorkspaces Horizontal SaaSGamingContent & MediaClassifieds - HorizontalContent & MediaVertical E-CommerceFashion E-CommerceHorizontal SaaS
Consumer GoodsInsurance & FinanceDigital & MediaHealthcareDigital & MediaAutomotiveAutomotiveTravel & TransportationFinance & BankingDigital & MediaDigital & MediaDigital & MediaDigital & MediaFinancial ServicesDigital & MediaIndustrialsIndustrialsTravel & TransportationConsumer GoodsDigital & MediaAutomotiveTravel & TransportationDigital & MediaDigital & MediaDigital & MediaIndustrialsDigital & MediaIndustrialsTravel & TransportationDigital & MediaInsurance & FinanceAdvertising
200620121977198819912013200620121999200919992005201320112007200520102008201220052009201020012005200320122008199619932000
20062015199819922006201020072001
2003200620102007201120051991199720102005
20092007201020062009 200320052000199920082007
19491982194618631835191619981994199219952004199820052001199520151906195319961915193119972000193118391847189819991923185319581971
266880
-10025285
335571
-182
-63
8602,58170222561396
365-
10526972
63784
4978
152-
305
219---
44327112800
1972,56344016056---
11654
11,56267
9,85459327---
46886
----------
2.336---------------------
$18.83bn market capReached 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$4.53bn market cap$2.13bn market capReached unicorn status$10.34bn market capReached unicorn statusSold to Adobe for $800mReached unicorn statusSuccessful private company$2.73bn market capSuccessful private companyReached unicorn statusSuccessful private company$7.04bn market capValued at $2.5bnSold to EA for $5.9bn after IPOSuccessful private companySold to Naspers for $200mSold to Priceline Group for $550m$2.21bn market capSold to Exponent & Electra for $615mSold to Vente-Privee for $560Reached unicorn status$5.67bn market capSold to Axel Springer for $847Sold to SRP Groupe after IPOValued at $708mSuccessful private companySold to Optimal Payments for $1.98bnSold to Ctrip for $1.7bn$32.87bn market capValued at $9.2bnReached unicorn statusSuccessful private companySold to Permira for $1bn$2.02bn market capSold to KKR for $681Reached unicorn status$1.46bn market cap
Reached unicorn statusSold to Google for $1.1Valued at $20bn $4.45bn market capSuccessful private company$1.57bn market capSold to Axel Springer for $228m$11.78bn market cap$1.05bn market cap$12.10bn market cap$5.70bn market cap
$44.88bn market cap$60.20bn market cap$8.11bn market cap$103.97n market capPrivate company$63.12bn market cap$74.06bn market capGovernment controlled company$24.40n market cap$33.10bn market cap$498.28bn market cap$850.26bn market capAcquired by AOL$1.23bn market cap$12.32bn market cap$24.76bn market cap$1.10bn market cap$13.31bn market cap$7.66bn market cap$106.81bn market cap$20.93bn market cap$97.86bn market cap$6.20bn market cap$11.48bn market cap$7.97bn market cap$117.92bn market cap$427.73bn market cap$16.63bn market cap$12.58bn market cap$32.89bn market cap$304.26n market cap$19.72bn market cap
Total Capital Raised: $34bn Total Valuation: > $150bn
26
• Deal Value Top 100: EUR 90bn• Deal Value on NOAH Stage: EUR 51bn (56%)• 52% of Top 100 Deals presented at NOAH
THE TOP 100 DIGITAL EUROPEAN M&A DEALS BY SIZE IN THE LAST 8 YEARS We hosted on main stage 52% of the top 100 digital M&A Exits (€51bn combined EV)
in Europe since the launch of NOAH Conference in Nov 2009
Jun 16Aug 15May 11Nov 15Oct 17Mar 15Oct 16May 17May 18Jul 18Oct 15Jan 14Nov 13Sep 14May 18Dec 16Dec 16Sep 14Jul 17Jul 16Mar 15Jan 17May 14Jun 13Sep 14Jul 14Dec 12Feb 14Jul 15Jun 18Feb 14Dec 14Sep 10Aug 18Feb 15Jan 15May 15Feb 17Oct 15Jul 13Apr 16Feb 15Mar 16Jul 13Aug 18May 18Mar 14Feb 11Feb 15Apr 11Sep 10Jan 14
Oct 14Jan 14Jan 13 Dec 17Feb 12Jul 18Aug 14Aug 15Jul 10Sep 16Mar 17Jul 18Apr 16Feb 13Jul 18Jul 18Sep 18Jun 15Mar 16Jun 15Jul 14Apr 15May 17Dec 14Jan 11Feb 17Feb 15May 12Aug 12Aug 15May 15Mar 15Jun 12Apr 16Dec 14Dec 16May 11Jun 10Jul 18Jun 14Mar 11Jan 17Apr 16May 14Sep 14May 16Jul 18Jun 17
TencentPaddy PowerMicrosoftActivision BlizzardHellman & FriedmanYOOXCinven, Permira, Mid EuropaMoody’sSilver Lake; GIC Special InvestmentsEQT PartnersNaspersApax PartnersHellman & FriedmanMicrosoftPayPalGo DaddyCtripmail.ruIngenicoAVAST SoftwareOptimal PaymentsZhejiang Jinke EntertainmentPermiraGoogle Access IndustriesIngenicoExpediaCVC Capital PartnersDeutsche BoerseAlibabaRakutenAdobeAxel Springer VerlagSiemensRocket InternetKKRDelivery Hero Priceline GroupExponent. ElectraCinven Vente-PrivéeRocket InternetHgCapitalTPGHewlett PackardOracleBC PartnersOdigeo (AXA and Permira)Immowelt TA & Summit SchibstedZynga
PublicisGoogle IngenicoAppleAholdOrangeDelivery Hero StröerPermiraProSiebenSat.1AlticeScout24RakutenPartners GroupEQT PartnersUltimate SoftwareMunich ReVivendiShandong Hongda Mining Co.7CommerceKKRZooplaMTGeSureAmazon Take-TwoTamediaNTT DOCOMOAXA Private EquityAdidasRecruit HoldingsRecruit HoldingsNaspersAccorHotelsHost EuropeGeneral AtlanticLBO FranceRakutenStamps.comBestsellerPrivalia EMKNokiaAxel Springer DigitalNeiman Marcus eBayTakeawayHoffman
Supercell (84%)Betfair Group (merger)SkypeKing.comNets GroupNet-a-Porter (merger)AllegroBureau van DijkZPGSUSEAvito (50.6%)Trader Media GroupScout24 MojangiZettleHost Europe GroupSkyscannerVkontakte (remaining 48%)BamboraAVG TechnologiesSkrillOutfit7TeamviewerWazePerform GroupGlobalCollecttrivago (61.6%)Avast Software360TTrendyolViberFotoliaSeLoger (87.6%)MendixHelloFresh (51.7%)thetrainline.comYemek Sepeti (88.6%)Momondo GroupPhotoBoxHost Europe PrivaliaDelivery Hero (30%)RaetTSL EducationApogee CorporationGrapeshotCarTrawlerOpodoImmonet (merger)BigpointLeBoncoin (remaining 50%)NaturalMotion
Matomy (24.9%)DeepMind OgoneShazamBol.comBasefarmPizza.deInteractiveMediaeDreamsParship (51%)Teads.tvFinanzcheck.deCabifySoftonic (30%)Banking CirclePeopleDocRelayrDailyMotion (80%)JagexVerivox (80%)Scout24 Schweiz & Omnimedia (49%)uSwitchInnoGames (30%)Gocompare (50%)LoveFilmSocial PointRicardoBuongiornoBestsecret.comRuntasticWahanda (70%)Quandoo (92.9%)Netretail (79%)OneFineStayIntergeniaHemnet (majority stake)PromovacancesPriceMinisterMetaPackM&M DirectDress for LessLuminatiWithingsYad2Mytheresa.comTicketbis10bisContorion
FinlandUKLuxemburgUKDenmarkUKPolandNetherlandsUKGermanyRussiaUKGermanySwedenSwedenGermanyUKRussiaSwedenNetherlandsUKSloveniaGermanyIsraelUKNetherlandsGermanyCzech RepublicGermanyTurkeyCyprusEuropeFranceNetherlandsGermanyUKTurkeyUKUKUKSpainGermanyNetherlandsUKUKUKIrelandUKGermanyGermanyFranceUK
IsraelUnited KingdomBelgiumUKNetherlandsNorwayGermanyGermanySpainGermanyFranceGermanySpainSpainDenmarkFranceGermanyFranceUKGermanySwitzerlandUKGermanyUKUKSpainSwitzerlandItalyGermanyAustriaUKGermanyNetherlandsUKGermanySwedenFranceFranceUKUKGermanyIsraelFranceIsraelGermanySpainIsraelGermany
9,6876,8245,8994,5394,290 3,1203,0333,0002,8502,2722,1522,1262,0001,9321,864 1,6901,6221,5981,5001,1701,1001,000870863858820774738725661658645634628623595594586546508500496470464456454450450420408400388
383365360353350350300300300300300285283275272 272 272271270262262260260241236234228223223220218213213212210208200200197177175170170167150148135130
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. 27
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
Jun-17
Abr-14
Oct-15
Oct-14
Nov-13
May-14
Oct-13
Dic-16
Sep-16
Ene-12
Abr-14
Abr-14
Jul-14
May-15
@ NOAH17
@ NOAH16
@ NOAH09
@ NOAH17
@ NOAH17
@ NOAH16
@ NOAH16
@ NOAH12
@ NOAH17
@ NOAH11
@ NOAH12
@ NOAH17
@ NOAH09
@ NOAH13
@ NOAH12
@ NOAH12
@ NOAH10
US
Germany
UK
Germany
UK
Germany
Germany
Israel
US
France
Germany
The Netherlands
Czech Republic
Spain
Switzerland
Israel
Germany
Real Winners on StageThe NOAH Conference consistently features winners of the future, often before they are widely known. Over the last 8 years, companies raised or were acquired for a total of well over $50 billion after presenting on the NOAH stage.
IPO
DATE COMPANY ON STAGE HEADQUARTERSCURRENT MARKET CAP ($M)
®
NOAH
Advisors was the
sell-side advisor
M&A
DATE COMPANY ON STAGE HEADQUARTERS BUYER VALUATION ($M)
Contact us:[email protected]
Past Event Partners & Sponsors NOAH London
Past Event Partners & Sponsors NOAH Berlin
We are looking for strong partners You are in good company
29
®®
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
Edition: December 2016
Edition: July 2015
Edition: September 2015
Edition: November 2015
Edition: February 2016
Edition: April 2016
Edition: September 2016
Edition: December 2016
Edition: March 2017
Edition: June 2017
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Edition: September 2017
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Edition: June 2018
Edition: September 2018
Edition: December 2018
30
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
31
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
32
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
33
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
34
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
35
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
36
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
37
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
38
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
39
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
40
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 SkwarczekAssociate
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
Lukas SchlundAnalyst Hadar Shalev
Key Account Manager
Gabriela Clauss Customer Relations & Sales
NOAH Advisors provides corporate finance services to the digital sector in Europe
September 2015
May 2014
July 2015
February 2013
May 2016
August 2014
December 2014
May 2012
September 2014
December 2011
October 2014
April 2012
Sale of a 70% stake in Primary funding forInvestment in
tofrom
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 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 the Selling ShareholdersFinancial Advisor to Toprural
and its ShareholdersAdvisor 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 2016July 2018September 2018 August 2017
Acquisition of a Majority Stake inInvestment inInvestment inSale of 100% in Acquisition of a Majority Stake in
Financial Advisor to Oakley CapitalExclusive Financial Advisor to
KäuferPortal and its ShareholdersFinancial Advisor to Silver Lake
Exclusive Financial Advisor to PromoFarma and its shareholders
Financial Advisor to 10bis and its shareholders
Financial Advisor to EMK Capital
by
from
byby
to by
at a valuation of €300m84% Ownershipat a valuation of $200m
Sale of 100% in
for €135m to
10Bis
10Bis