voyage privé - noah16 london
TRANSCRIPT
London, November 2016
Noah Conference
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
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When it all started
• VPG’s 12th YEAR
• FIVE partners
• Headquartered SOUTH OF
FRANCE
• NINE countries
• 450 employees
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2016 Company profile
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A rigorously selected set of products
Exceptional products
Guaranteed allotment
The best prices (-30 à -70%)Quality selection
Exclusive offers
EXCELLENCESEDUCTION RARITY
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Make it everytime an event
Events Mystery minute
Inspirational themesie Zero G
Even more agressive deals & guaranteed allotment
For vacation periodsOnline publication within 24H
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Adapt the customer experience
Inspirational social networkingResponsive sites, mobile & apps
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Keep a clear Luxury positioning.
Alliance of luxury & techUnique market position
Ex
pe
rti
se
as
a t
ra
ve
l a
ge
nt
PositioningMass market Luxury
Weak
Strong
Although the markets is still dynamic,
0
200
400
600
800
1000
1200
1400
1600
1800
2000
2010 2015 2020 2030
International tourists arrivals
Unit : millions
There will be
high mortality… “A sign for consolidation”
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We aim to play an active role in market consolidation
Cherry picking to consolidate our
current position in existing
geographies, easy integration
Opportunistic Strategic Innovation
Acquisition to enter new
geographies
Expand our product portfolio
and tech capabilities
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Which will lead us in 5 years as being :
Producer and retailerUndisputed leader in Europe
Covering major European countries
30 millions active members.
Increasing our packaging capabilities to
control inventory and quality.
Moving even more toward a tech company
Big data, analytics, mobile services, personalization… will definitely give a competitive edge
to predict and better serve consumers needs
THANK YOU
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