Exciting Commerce - NOAH16 London
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Transcript of Exciting Commerce - NOAH16 London
FUTURE RETAIL 2025
NOAH Conference, 10th November 2016,
London
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
The e-commerce Picture of the Year
Instore
Picking & Packing
for Zalando
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
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
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
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
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
The new billionaire club in e-commerce
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
“And it’s still Day 1”
FUTURE RETAIL 2025 – more than retail
#1 SHIFTING VALUE POOLS
#2 VERTICAL BRANDS
#3 MARKETPLACES
© 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%
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
…
FUTURE RETAIL 2025 – more than retail
#1 SHIFTING VALUE POOLS
#2 VERTICAL BRANDS
#3 MARKETPLACES
FUTURE RETAIL 2025 – more than retail
#1 SHIFTING VALUE POOLS
#2 VERTICAL BRANDS
#3 MARKETPLACES
?
?
? ? ?
PLATFORM PLAYERS
FOODFMCG
INSPIRATIONNEW
BRANDSNEW
SKILLS
“And it’s still Day 1”
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)
Sven Rittau
CEO & Co-Founder K5 GmbH
E-mail: [email protected]
Mobile: +49 (0)177 273 64 84
Follow me on:
@svendimonaco
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