www.scout24.de
High Investment Consumer
Predictability
June 2016 | NOAH conference
10 - 11 November 22 - 23 June
Save The Date
www.noah-conference.com
* therein local language versions of our marketplace in 10 countries.
1 In terms of listings; based on management estimates
2 In terms of listings; compared against local competitors in the respective markets; Autobiz (December 2015)
Germany‘s
leading
marketplace
A leading
European
marketplace
Two leading digital marketplaces under one roof
Market leader, shaper and network
PL
S
RUS
UA
RO
CZ
D
NL
B
F
A
HR
I
E
BG
TR
Local presence
Local language versions
 No. 1 in Italy, Benelux2
 Strong no. 2 in DE2
 Growing market presence
in FR, AT, ES
 No. 1 in DE1
The Digital Marketplace
1. Over 2 billion people per day engage in 20+ hours of digital consumption
2. Direct access by businesses to the consumers and customers who use their
products & services is critical, or they face the potential of complete disintermediation
3. Internet sites are engagement and data capture points
4. Data captures must be relevant to your audience and current & future business
strategy
5. The key skills of internet businesses in the 21st Century will not be software
developers, they will be data engineers
Personalised recommendations
systems for high investment
products
How to leverage customers’
buying signals when they
purchase a new car or home only
once in 10 years?
Cross-category learning
from customers’ decisions
• We’ll be able to learn & understand how the
customer lives and what his preferences are
• To move from Search to Matchmaking with
the optimal choice of product
• Game-changing for Scout24 – and everyone
in the business of high investment products
of IS24 users
are interested
in…
43%
of AS24 users
are interested
in…
30%
Profiles
Interactions Content
analysis
Observation(webclickstreampatterns)Interpretation
Scout24 Algorithm – Time Series Algorithms (LSTM-Networks)
Search BuyingLetting
Time to recommend
a family flat
Scout24 Algorithm – Deep Learning
Input Layer Hidden Layers Output Layer
…
…
…
Body type Colour Fitting car
…
…
…
Budget Affinity Potential buyersManufacturer with
new offering
• Consumption
• Costs
• Style
• Product attributes
• …
Input Layer Hidden Layers Output Layer
Scout24 Algorithm – Deep Learning
High Investment Consumer
Predictability
Thank you!
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 2014
October 2014
May 2014
February 2013 May 2012
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
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
May 2016
Investment in
by
Exclusive Financial Advisor to
10Bis and its Shareholders
®

Scout24 - NOAH16 Berlin

  • 1.
  • 2.
    10 - 11November 22 - 23 June Save The Date www.noah-conference.com
  • 3.
    * therein locallanguage versions of our marketplace in 10 countries. 1 In terms of listings; based on management estimates 2 In terms of listings; compared against local competitors in the respective markets; Autobiz (December 2015) Germany‘s leading marketplace A leading European marketplace Two leading digital marketplaces under one roof Market leader, shaper and network PL S RUS UA RO CZ D NL B F A HR I E BG TR Local presence Local language versions  No. 1 in Italy, Benelux2  Strong no. 2 in DE2  Growing market presence in FR, AT, ES  No. 1 in DE1
  • 4.
    The Digital Marketplace 1.Over 2 billion people per day engage in 20+ hours of digital consumption 2. Direct access by businesses to the consumers and customers who use their products & services is critical, or they face the potential of complete disintermediation 3. Internet sites are engagement and data capture points 4. Data captures must be relevant to your audience and current & future business strategy 5. The key skills of internet businesses in the 21st Century will not be software developers, they will be data engineers
  • 5.
  • 6.
    How to leveragecustomers’ buying signals when they purchase a new car or home only once in 10 years?
  • 7.
    Cross-category learning from customers’decisions • We’ll be able to learn & understand how the customer lives and what his preferences are • To move from Search to Matchmaking with the optimal choice of product • Game-changing for Scout24 – and everyone in the business of high investment products of IS24 users are interested in… 43% of AS24 users are interested in… 30% Profiles Interactions Content analysis
  • 8.
    Observation(webclickstreampatterns)Interpretation Scout24 Algorithm –Time Series Algorithms (LSTM-Networks) Search BuyingLetting Time to recommend a family flat
  • 9.
    Scout24 Algorithm –Deep Learning Input Layer Hidden Layers Output Layer … … … Body type Colour Fitting car
  • 10.
    … … … Budget Affinity PotentialbuyersManufacturer with new offering • Consumption • Costs • Style • Product attributes • … Input Layer Hidden Layers Output Layer Scout24 Algorithm – Deep Learning
  • 11.
  • 12.
    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 2014 October 2014 May 2014 February 2013 May 2012 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 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 May 2016 Investment in by Exclusive Financial Advisor to 10Bis and its Shareholders ®