Investing Growth Capital in the German Cleantech Sector
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Investing Growth Capital in the German Cleantech Sector

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Mountain Cleantech AG

Mountain Cleantech AG

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  • 10% of the energy consumed in Germany war produced from renewable resources in 2008. Germany also tops European countries in Cleantech investment in 2008, with $383 m in capital – an increase of 217% from 2007. The German government’s “High Tech Strategy” devoted more than €15 bn to technology an innovation between 2006 and 2009 and has helped increase employment in the Cleantech industry from 250,000 in 2007 to 280,000 in 2008. Germany’s 2050 goal is to have half of primary energy consumption coming from renewable resources.

Investing Growth Capital in the German Cleantech Sector Investing Growth Capital in the German Cleantech Sector Presentation Transcript

  • Investing Growth Capital in the German Cleantech Sector
    Mountain Cleantech AG
    13. November 09
  • Disclaimer and Confidentiality
    The elements contained in this document have been prepared solely for the purpose of information and do not constitute an offer, in particular a prospectus or any invitation to treat, buy or sell any security or to participate in any investment strategy. This Document is not an offer to acquire shares nor is it a Prospectus, nor a Private Placement Memorandum. Investments may be suitable for private investors only if they are recommended by an authorized self-employed or a professional employed adviser acting on behalf of the investor on the basis of a written agreement. This document may contain unaudited third party information. While particular attention has been paid to the contents of this document, no guarantee, warranty or representation, express or implied, is given to the accuracy, correctness or completeness thereof. Any information given in this document may be subject to change or update without notice. Neither Mountain Cleantech AG, nor Cleantech Invest AG, nor Mountain Cleantech Fund, nor any of their officers, directors or employees can be held direct or indirect liable or responsible with respect to the information and/or recommendations of any kind expressed herein. This document and information contained herein is confidential and must not be copied, reproduced, distributed or passed to any person at any time without our prior written consent. Any claims arising out of or in connection with the terms and conditions of this disclaimer are governed by Swiss law.
  • Mountain Cleantech AG
    Mountain Cleantech AG – Overview
    • Longest established dedicated Cleantech team in German-speaking region
    • Fund #1 since 2007, Team is now launching its Fund #2
    • 100% native German-speaking local investment team
    • Existing high quality late stage portfolio of 6 investments with aggregate revenues
    of EUR >320m in FY 2008
    • Late stage focus allows for low technology risk, short exit windows,
    high IRR potential
    • Over 500 projects / deals reviewed by Mountain Cleantech team p.a.
    • Germany #1 region for Cleantech world-wide
  • Mountain Cleantech TeamOrganizational Chart
    Team has been working together for several years
    Management
    Jürgen F. HabichlerManaging Director
    Alexander von HuttenManaging Director
    Advisory Board
    Investment Team
    Daniel G. Koppelkamm Investment Manager
    Felix JanßenInvestment Manager
    Gabriel J. MeurerVenture Partner
    Dr. Günter SchneiderAdvisory Board
    Dr. Arno StrehlerAdvisory Board
    Research AnalystDeal Support
    Markus P. SteblerAdvisory Board
    Research AnalystDeal Support
    Back Office and Infrastructure supplied by Mountain Partners Family Office
  • Cleantech Investing in Germany
    Growth Capital in German Cleantech –
    The Opportunity
  • Cleantech Investing in Germany
    Cleantech Pioneer
  • Cleantech Investing in GermanyGerman Clean Energy Political Framework
    Germany’s Cleantech position is based on a longstanding favourable political framework
    Extract of German regulations:
    2003Implementation of the Water Framework Directive
    2001Promulgation to promote processing of waste oil into base oil
    2004Renewable Energy Sources Act entered into force on 1. August 2004
    2009Heating Energy Act, with renewed and widened support and broadened eligibility for programs
    2009Revising the Renewable Energy Sources Act in the Electricity Sector and Amending Related Provisions
    2005Waste Water Ordinance (AbwV), Oridnance on Requirements for the Discharge of Waste Water into Waters
    1961Founding of the Federal organisation for waste treatment to optimize waste sorting
    1974Founding of the Federal Environment Agency
    1999Production Tax Creditfor Renewable Energy
    2000Act on Granting Priority to Renewable Energy Sources
    1985Fourth Ordinance for Federal Immission Control Act (BImschV)
    1971First environmental program toprotect environment
    Source: BMU
  • Cleantech Investing in Germany
    Germany #1 Region for Cleantech World-Wide
    Germany has seen rapid growth in their
    Clean Energy business (CAGR from 2000– 2007)
    Germany dominates wind and solar jobs among peers (2006)
    Source: UNEP, “Green Jobs: Towards decent work In a sustainable,
    low-carbon world”; 2006.
    Note: Figure is based on public market data only.
  • Cleantech Investing in Germany
    Technology
    “Made in Germany“
  • Cleantech Investing in Germany Cleantech “Made in Germany”
    German companies are global leaders in Cleantech
    Global Trade ofenviromentalprotectionproductsShare in global tradewith environmental protectionproducts, 2006 bycountry
    World marketshareof German Cleantech companies in selectedsectors
    !
    Decentral Water Management
    Wind Energy
    Solar Heat
    Photovoltaic
    40%
    17%
    24%
    41%
    Biogas Plants
    Process Measuring & Control Technology
    Waste Water Treatment
    Thermal Insulation
    12%
    11%
    10%
    65%
    Germany
    Rest of World
    Source: Umweltwirtschaftsbericht 2009; Ministryof Environmental, Natural andReactorprotection, Germany
  • Cleantech Investing in Germany
    Lack of
    Venture Capital
  • Cleantech Investing in Germany
    Germans are different….
    The LOCUST-Mentality
    The KRAUT-Mentality
    VS.
    Why?
  • Cleantech Investing in Germany Less money chasing Cleantech Deals in Germany
    Share of Venture Capital allocated to Cleantech Dealsin % of total VC Investments per country of portfolio company in 2007
    Select German Cleantech Exits
    Source: 2009 EVCA Yearbook, European Private Equity & Venture Capital Association
  • Cleantech Investing in Germany
    Excellent…
    Exit Track
    Record
  • Cleantech Investing in Germany
    Favourable Exit Potential
    Select German Cleantech Exits
    M&A
    IPO
    Source: 2009 EVCA Yearbook, European Private Equity & Venture Capital Association
  • Lack of
    Venture Capital
    What makes Cleantech Venture Capital
    Investing in Germany special?
    Excellent…
    Technology
    „Made in Germany“
    Exit Track
    Record
    Cleantech Pioneer
    The KRAUT-Mentality

  • Investment Opportunity
    Fantastic
    Investment Potential!
  • Investment Opportunity
    How to participate…
    Mountain Cleantech AG aims to raise EUR 100m for Fund # 2 – a Luxembourg SICAV-SIF structure
    Administrator and Custodian
    Legal Advisor
    Auditor
    External Partners