Intelligent Climate Management
Global warming - Saving energy starts in your home
Toon Bouten
CEO
 @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
FOLLOW USONSOCIAL
17 of the 18 warmest
years in the 136-year
record have occurred
since 2001.
Source: NASA/GIS
One third of the
energy consumed
around the world is
used for the heating
and cooling of
buildings.
Today
1b households are
heated & cooled with
decades-old
technology.
How we can save
energy...
while improving
comfort and
wellbeing at
home.
NEW APP!
Picture fitting to
page.
In the future all
heating and
cooling will be
intelligent.
NEW APP!
Picture fitting to
page.
Intelligent Climate
Management for
energy saving and
more comfort
Heating and
Cooling when
needed
HVAC
Installation
management
Energy
management
Intelligent Climate
Management for
energy saving and
more comfort
Heating and
Cooling when
needed
HVAC
Installation
management
Energy
management
Data-driven services
Revolution of a 218 Mrd.
service industry in the EU
Category App
Best of the class
Smart Thermostat
Most compatible product
tado° is market leader for intelligent climate management solutions
Connect homes
Connect users
Connect services
Geofencing Smart
Schedule
Open
Window
Detection
Weather
Adaptation
Auto-Assist
€2.99 / month
Air Comfort Insightful
Reports
Skills
Connect Partners with SaaS Solutions
helping them to become a service provider
Remote Monitoring Portal / API
Data driven services B2C and B2B
A multi-billion Euro market opportunity
B2C
Care and Energy Services
giving Comfort to the consumer
B2B
B2C channels
Innovators Early
Adopters
Early Majority Late Majority Laggards
~15%
100%
Smart Thermostats
Intelligent Climate Management
20 million households
B2B channels
Services
170 million households
Opportunity in the B2B channel
>14 Years
Customer
Lifetime
+30
Utility
Partnerships
>100%
CAGR
2011
Founded
180
Employees
30+
Patents
15
European
Countries
102m USD
Funding
tado° in numbers
Intelligent climate management
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

tadoº - NOAH19 Berlin

  • 1.
    Intelligent Climate Management Globalwarming - Saving energy starts in your home Toon Bouten CEO
  • 2.
     @NOAHConference  @noah_conference @noah-conference  @NOAHConference FOLLOW USONSOCIAL
  • 3.
    17 of the18 warmest years in the 136-year record have occurred since 2001. Source: NASA/GIS
  • 4.
    One third ofthe energy consumed around the world is used for the heating and cooling of buildings.
  • 5.
    Today 1b households are heated& cooled with decades-old technology.
  • 6.
    How we cansave energy... while improving comfort and wellbeing at home. NEW APP! Picture fitting to page.
  • 7.
    In the futureall heating and cooling will be intelligent. NEW APP! Picture fitting to page.
  • 8.
    Intelligent Climate Management for energysaving and more comfort Heating and Cooling when needed HVAC Installation management Energy management Intelligent Climate Management for energy saving and more comfort Heating and Cooling when needed HVAC Installation management Energy management
  • 9.
    Data-driven services Revolution ofa 218 Mrd. service industry in the EU Category App Best of the class Smart Thermostat Most compatible product tado° is market leader for intelligent climate management solutions Connect homes Connect users Connect services
  • 10.
  • 11.
    Connect Partners withSaaS Solutions helping them to become a service provider Remote Monitoring Portal / API Data driven services B2C and B2B A multi-billion Euro market opportunity B2C Care and Energy Services giving Comfort to the consumer B2B
  • 12.
    B2C channels Innovators Early Adopters EarlyMajority Late Majority Laggards ~15% 100% Smart Thermostats Intelligent Climate Management 20 million households B2B channels Services 170 million households Opportunity in the B2B channel
  • 13.
  • 15.
  • 16.
    Selected Completed NOAHTransactions 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