The document outlines the goals of the Noah Conference series, which aims to empower the European digital ecosystem and facilitate funding for digital companies. It discusses the growth of the travel activities market, detailing strategies for increasing market share and customer engagement. Additionally, it highlights Noah Advisors' expertise in mergers and acquisitions, emphasizing their successful transactions and strong industry connections.

1. NOAH Conference
June 2018

2. Three Conferences, One Mission: Empower the European Digital Ecosystem
To provide a physical marketplace
that facilitates funding of
digital European companies
at all stages
Mission MissionMission
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2018
Old Billingsgate, London
13-14 June 2019
STATION Berlin
9-10 April 2019
Haoman 17, Tel Aviv

3. Our vision:
Turning trips into
amazing experiences

4. Travel activities is
at the heart of the
travel experience

5. Travel activities is a $150bn global market,
growing at a fast pace
Global Travel Activities
2014 - 2020 (US $B)
2016 2017 2018 2019 2020
129
120
111103
95
183
171
159
147
135
Travel Ac!vi!es Sightseeing Tours & A"rac!ons
CAGR 2016 -2020: 8.0%
8%
23%
36%
33%
APAC EMEA U.S. LATAM
Source: Phocuswright’s Global Travel Activities 2014-2020: Tours & Activities Come of Age
Global Travel Market Share
by Segment (2016)

6. 3%
97%
Marketplaces capture around 3% of the global market.
In order to make a difference, we need to grow to a relevant market share.

7. We have solved the key barriers in travel activities…
Discovery Trust Transaction
➔ 40,000 Activities in
2000+ Destinations
➔ Data-Driven Recommendations
➔ 14 Global Offices with
Local Experts
➔ Clear & Descriptive Content
in 14 Languages
➔ Verified Customer Reviews
➔ 24/7 Customer Service
➔ Last minute availability
➔ Best Prices Guaranteed
➔ 13 Currencies With Local
Payment Options

8. …and built the market-leading activities product.
BOOK
ADMIT ONE
REVIEW
5
Making it simple for customers
to find and book popular activities
Seamless
booking experience
Guiding customers
to their activity
Simple,
mobile ticketing
Gather reviews
& customer memories
Suggest additional,
relevant activities
The Virtuous Cycle

9. 8
Company highlights
BOOK REVIEW
5
15M+ monthly
unique visitors
(60% mobile)
1M+ tickets sold in
the last 30 days
35’000+
5 star reviews
in the last 30 days
450 GetYourGuide
travel experts

10. Our strategy to build
the world’s biggest
travel company

11. Increasing customer engagement
during and after the trip
Reaching more customers
Providing customers with a better
web and in-destination experience
Loyalty Categories
Channel growth
3
1
2
We are focusing on 3 major growth drivers to
increase market share:

12. Travel activities is a market with
multiple categories
Attractions Outdoor ActivitiesWalking Tours
Hop-On Hop-Off Cooking Classes Amusement Parks Transfers

13. In order to gain market share, we need to
have a multi-year category strategy
2017
Attraction Tickets
2018
Sightseeing Tours
2019
& beyond…
Walking Tours Scenic Flights
Combination Tours
Cruises
Day Trips
Food Tours
Multi-Day ToursPremium Experiences
Events
Attractions & Museums
Transfers

14. Building touchpoints along the customer journey
Research & Planning En Route
In DestinationOn Arrival

15. QuesYons?
Let’s build the world’s
best travel brand!

16. 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
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
December 2014
September 2014
October 2014
May 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
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
December 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
The NOAH Advisors Core Banking Team
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
Financial Advisor to Silver Lake
Investment in
by
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m
Aleksander Skwarczek
Analyst
aleksander.skwarczek@noah-advisors.com
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com