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Lamudi - NOAH19 Berlin

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Ecommerce, Marketplaces & Classifieds: Company presentation by Kian Moini, Lamudi at the NOAH Conference Berlin 2019, 13-14 June, STATION.

Published in: Real Estate
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Lamudi - NOAH19 Berlin

  1. 1. June 2019 Building the leading property platform in emerging markets Group
  2. 2.  @NOAHConference  @noah_conference  @noah-conference  @NOAHConference FOLLOW USONSOCIAL
  3. 3. Talking about real estate in a >500m population Indonesia Philippines Mexico >500mn population Joint GDP >France EUR 25bn real estate commision value
  4. 4. Search Evaluate Visit Negotiate Close Lack of transparency & trust / professionalism We see 2 key problems along property buying Property purchase experience
  5. 5. Search Evaluate Visit Negotiate Close Lack of transparency & trust / professionalism Classifieds solves one, brokerage the other Property purchase experience Solution Brokerage Classifieds
  6. 6. Either model aims to maximize commission share Aiming to tap into commissions Going after advertisement budgets Going after the commission Lack of transparency & trust / professionalism Long-term aiming to become a consumer brand $ Commission pool
  7. 7. We target the full commission pie with 2 brands... Brokerage Lack of transparency & trust / professionalism Classifieds Consumer brand for property search Supplier brand for property transactions
  8. 8. Topline traction proves model, markets and execution 65 % CAGR 2016-2019 Q1 15 Q1 16 Q1 17 Q1 18 Q1 19 Revenues, quarterly Classifieds Brokerage
  9. 9. Our brokerage growth is unmatched 17m From 0 to >200 transactions #Units sold, monthly Jan 18 Mar 18 May 18 Nov 18 Jan 19 Jul 18 Sep 18 Mar 19 May 19
  10. 10. Path to profitability proves economics 2.5x Classifieds Gross Margin Q1 15 Q1 16 Q1 17 Q1 18 Q1 19 Burn, quarterly Classifieds Brokerage 2 of 3 Countries locally profitable
  11. 11. We found the model to perfectly complement classifieds and brokerage – to truly improve the buying experience in Real Estate Search Evaluate Visit Negotiate Close Lack of transparency & trust / professionalism
  12. 12. Thank you Kian Moini Co-Founder & CEO +49 152 0865 3308 Kian.moini.lamudi Kian.moini@lamudi.com
  13. 13. 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 10th year Over 40 years of combined relevant M&A experience Routine execution of M&A and financing transactions with sizes of several billion euros 30 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 Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE® The NOAH Advisors Core Banking Team Marco Rodzynek Managing Director & Founder Jan Brandes Managing Director Nikhil Parmar Director Olek Skwarczek Associate Lukas Schlund Analyst December 2014 October 2014 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 October 2016 Investment in Exclusive Financial Advisor to KäuferPortal and its Shareholders by 84% Ownership December 2016 August 2017 Financial Advisor to Silver Lake Financial Advisor to EMK Capital Investment in Acquisition of a Majority Stake in by by at a valuation of $200m November 2019 July 2019 September 2018 Financial Advisor to MagicLab Financial Advisor to AU10TIX and its shareholders Financial Advisor to 10bis and its shareholders Acquisition of a 79% stake in $60m Investment in Sale of 100% in by at a valuation of ~$3 billion at a valuation of $260m by for €135m to 10Bis

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