Advertising - Presentation by Fred Joseph, COO of S4M at the NOAH 2015 Conference in London, Old Billingsgate on the 12th of November 2015.

1. LONDON – PARIS – BERLIN - NEW YORK - SÃO PAULO - SINGAPORE
WE MAKE MOBILE PERFORM
FREDERIC JOSEPH, COO

3. IN 2016: MOBILE AD SPEND
WILL EXCEED $100 BILLION USD GLOBALLY
Accounting for more than 50% of all digital ad spend

4. A VERY COMPETITIVE MARKET PLACE
MOBILE NATIVE
ONLY PART OF
A MOBILE STACK
FULL MOBILE STACK
Black box White box
DESKTOP
EXTENSION

5. Intelligent Bidding
Platform
A FULL MOBILE NATIVE STACK TRACKING EVERY STEP
FROM IMPRESSION TO CONVERSION
AdServer
Tracking SDK & JS
Analytics
Pending

6. DRIVE TO STORE
AUDIENCE
CLUSTERS
RESULTS 400 000 visits of the drive-to-store in 6 weeks
CTR: 1.3% CVR: 36%
IAB standards
GOAL/HOW Increase sales by driving traffic in store
Specific audiences + Geo fencing + landing page drive to store.
FORMATS
-10%
40%
90%
0
100.000
200.000
300.000
Clicks CVR
Case study: Ranked #1 Best WW case for 2015 by Subway
CONTEXT Day parting (11am-3pm / 6-10pm) + News/business/sports/Leisure, IAB environments
Fast food eaters
High population density - Low Purchasing Power Per Resident
Visits

7. WE OPTIMIZE MOBILE CREATION TO SUIT CONTEXT
& MACHINES LEARN FROM DATA TO MAXIMIZE EFFICIENCY
THE 3D CUBE EXPERIENCE
REQUEST Face 1:
100% Display
Face 2 Face 3 Face 4 Face 5 Face 6 Total swipes
(Face 2 to Face 6)
3 567 899
2 854 319
16,0%
20,0%
7,0%
12,1%
456 754
123 211
569 987
199 890 345 324
1 695 166
Viewable
impressions
-21%
3,6%
6,1%
1,2%
4,4%
6,2%
4,0%
3,4% 3,%
Nb of display % faces Click Rate

8. MOBILE AND DIGITAL PIONEERS:
OUR TEAM
Christophe Collet, CEO & Founder
10+ years in Mobile Advertising
• Co-Founder of Adenyo,
sold to Motricity in 2011 for $100m.
Brian Cronin, General Manager USA
15+ years in Mobile & Digital Advertising
• VP, Mobile Solutions & Programmatic Ignition One
• VP Advertising Sales, NetSeer
Frederic Joseph, COO
15+ years in Digital Advertising
• CEO EMEA PERFORMICS
• Global Chief Digital Officer Zenith Optimedia
Samuel Bernard, Platform Architect
6 years in R&D in building Big data
Architecture
• PhD, Senior Software Engineer at Criteo
Ludovic Raymond, CTO
9 years in Mobile Advertising R&D
• CTO at Adenyo
Amélie Redon, CFO
• Senior Asset Manager
at Unibail-Rodamco (CAC 40)
• Associate Director KPMG
• Manager Arthur Anderssen
Founded in October 2011
$8m raised in May 15 (series A)

9. 2,1 3,1
7,4
15
2012a 2013a 2014a 2015e
REVENUES ($M)
STRONG ACCELERATING GROWTH
47
75
105
270
2012a 2013a 2014a 2015e
CUSTOMERS (#)
$100m as target for 2018
 Accelerating since September with
Per month:
 From 76 leads to 127 (86% CVR)
 From 13,5 to 46 new customers
 Yearly client churn rate: <4%
 Sales payback rate is around 6 months:
to be reduced in 2016
575%
715%

10. SOLID CUSTOMER BASE
AUTOMOTIVE
FINANCIALS &
CONSULTING
COSMETICS,
LUXURY & FASHION
HIGH-TECH &
ENTERTAINMENT
RETAILER &
CATERING

11. OUR FUTURE IS BRIDGING THE DIGITAL AND REAL WORLDS…
VIEWABILITY
100% seen
BRAND SAFETY
In relevant environments
TARGETING
By your target
Dynamic AD
CLICK
STORE LOCATOR IN SHOP PAYMENTS
Connection free wifi

12. THANK YOU!
Fred Joseph
Frederic.joseph@S4M.io
@Fredjoseph_UKFR

13. 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
®