Building a transport powerhouse
Nicolas Brusson @nbrusson
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People Powered Travel
Average trip is 220 miles
60% are weekend travels
Powering millions of city to city trips
Scheduled
City-to-City
London – Oxford
Community-based
Priced for Sharing (10c/mile)
“Ridesharing” VTC
On Demand
Intracity
Tate Modern - London Zoo
Distribution of labour
Priced for Profit (€1-3/mile)
Helen (52 years old)
Ambassador
4.9 - 79 Ratings
Journey: London – Truro
Distance: 270 miles
Frequency: Weekly return trip
Yearly Savings: £4,100
A broad appeal and deep market penetration
12%
21%
39%
Mass adoption in our core markets
Members as a % of
French population
by age group
Overall 18-65 18-35
Source: Member surveys, 2015
Appealing to a broad audience
71%
other
9%
employed
20%
students
47% of members are over 30 y.o.
Positively Disrupting
City-to-City Transport
A marketplace with exponential growth
1.5 million+
joining each month
15M
20M
10M
5M
1M
2015201420132012201120102009
countries
NEW IN
2015
India
Mexico
Hungary
Romania
Serbia
Croatia
20
COMING
SOON
Brazil
2009 €0.6M
2009 €0.6M
2010 €1.2M
2009 €0.6M
2010 €1.2M
2012 $10M
2009 €0.6M
2010 €1.2M
2012 $10M
2014 $100M
2009 €0.6M
2010 €1.2M
2012 $10M
2014 $100M
2015 $200M
A real transport powerhouse
7.5 M>10mm
travellers per Q
10.5 M
5.0 M
2.5 M
2011 2012 2013 2014 2015
Travellers/quarter
Q3 Est.
Third Largest European ground transport ticketing
website.
Source: similarweb.com
11.4M
11.4M
visits
Summer 2015
It’s all about the car
Source: Eurostat 2012 + SoES; trips ranging from 100km to 800km in length
1%6%
17%
76% 3 billion
trips by car
city-to-city
in Europe
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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
22 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 2014October 2014
May 2014 February 2013
May 2012 April 2011
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
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
Additional $150 million senior debt financing
Total $300 million investment
Financial Advisor to Fotolia and its Shareholders
have acquired a majority stake in
for $350m from
Exclusive Advisor to Summit Partners and TA Associates
Selected Completed
NOAH Transactions
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE
®

BlaBlaCar - NOAH15 London

  • 1.
    Building a transportpowerhouse Nicolas Brusson @nbrusson
  • 3.
  • 4.
  • 5.
    Average trip is220 miles 60% are weekend travels Powering millions of city to city trips
  • 6.
    Scheduled City-to-City London – Oxford Community-based Pricedfor Sharing (10c/mile) “Ridesharing” VTC On Demand Intracity Tate Modern - London Zoo Distribution of labour Priced for Profit (€1-3/mile)
  • 7.
    Helen (52 yearsold) Ambassador 4.9 - 79 Ratings Journey: London – Truro Distance: 270 miles Frequency: Weekly return trip Yearly Savings: £4,100
  • 8.
    A broad appealand deep market penetration 12% 21% 39% Mass adoption in our core markets Members as a % of French population by age group Overall 18-65 18-35 Source: Member surveys, 2015 Appealing to a broad audience 71% other 9% employed 20% students 47% of members are over 30 y.o.
  • 9.
  • 10.
    A marketplace withexponential growth 1.5 million+ joining each month 15M 20M 10M 5M 1M 2015201420132012201120102009
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
    2009 €0.6M 2010 €1.2M 2012$10M 2014 $100M 2015 $200M
  • 17.
    A real transportpowerhouse 7.5 M>10mm travellers per Q 10.5 M 5.0 M 2.5 M 2011 2012 2013 2014 2015 Travellers/quarter Q3 Est.
  • 18.
    Third Largest Europeanground transport ticketing website. Source: similarweb.com 11.4M 11.4M visits Summer 2015
  • 19.
    It’s all aboutthe car Source: Eurostat 2012 + SoES; trips ranging from 100km to 800km in length 1%6% 17% 76% 3 billion trips by car city-to-city in Europe
  • 20.
  • 21.
    Focus on LeadingEuropean 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 22 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 2014October 2014 May 2014 February 2013 May 2012 April 2011 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 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 Additional $150 million senior debt financing Total $300 million investment Financial Advisor to Fotolia and its Shareholders have acquired a majority stake in for $350m from Exclusive Advisor to Summit Partners and TA Associates Selected Completed NOAH Transactions Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE ®