Marketplaces & Classifieds - Presentation by Finn Age Hänsel, Managing Director of Movinga at the NOAH Conference London 2016, Old Billingsgate on the 10th of November 2016.
2. GET YOUR TICKET TODAY!
www.noah-conference.com
2-3
Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
3. REVOLUTIONIZE THE $150 BILLION MARKET FOR MOVING
Build a vertically-integrated, asset-
light and highly scalable moving
platform with a trustworthy and
strong brand.
Become the global platform solution
for moving by bringing technology and
intelligence into an untapped market.
2
MISSION
4. 3
SITUATION
150bn
GLOBAL MOVING
MARKET 12bn
MOVING MARKET
IN FRANCE AND
GERMANY
30bn
MOVING-RELATED
MARKET
IN FRANCE AND
GERMANY 22,000
MOVING COMPANIES
IN FRANCE AND
GERMANY
550k
ANNUAL REVENUE
PER MOVING
COMPANY
0.1%
MARKET SHARE
OF MARKET LEADER
11,000
DIFFERENT
HEADQUARTER
LOCATIONS
2%
AIDED BRAND
AWARENESS
OF MARKET
LEADER
80%
CAPACITY
NOT USED
10x
PRICE DIFFERENCE
IN MOVING
QUOTES
5. 4
PROBLEM TODAY
Local and sub-scale
95% of the moving companies are
locally fragmented and have no
opportunity to bundle
Non-digital businesses
Industry doesn‘t have tools,
standardized processes or widely
accepted business norms
No consistency in
service quality
High variance in cost and quality
for customers, no standards
Booking a move is
a huge hassle
77% of customers in Western
Europe research online, booking
process still manual & offline
Lack of trust and no
existing brands
Worldwide fragmented market
with 7,000+ companies in
Germany alone
No transparent pricing
Random prices, no binding
standards and often surprises
with final billing, average price
spread of 10x
THE MOVING MARKET IS A BROKEN, HIDDEN VERTICAL
of capacity in the moving
industry is not utilized80%
6. 5
MOVINGA‘S SOLUTION
Allowing convenient booking via
the phone, online or via app, no
surveying
Creating a trusted brand, no
surprise billing, transparent
pricing, being a one-stop-shop
Providing good a quality and
smooth process with affordable
rates and great customer service
Allowing partners a higher
utilization through data-driven
logistics and fleet management
Supports the moving company to
focus on the moving service, all
admin, customer acquisition and
service is provided by Movinga
Offers a mutual growth
partnership
Vertical integration
Advanced booking funnel
Pricing algorithm
Intelligent logistics
Scalable technology platform
Allowing convenient booking via
the phone, online or via app, no
surveying
Creating a trusted brand, no
surprise billing, transparent
pricing, being a one-stop-shop
Providing good a quality and
smooth process with affordable
rates and great customer service
MOVINGA DISRUPTS THE MARKET BY REINVENTING IT
7. 6
BOOKING FUNNEL
TRANSPARENT FIXED PRICE TELE SUPPORT
CUSTOMER APP
5 PARTNER TOOL
6 ORDER SELECTIONLIVE TRACKING AND
BOOKING MANAGEMENT
8
WELCOME HOME &
REFER-A-FRIEND NOTE
9
NPS SURVEY AND
PARTNER SEGMENTATION
THE USER JOURNEY
MOVINGA REINVENTS THE PROCESS FOR ALL STAKEHOLDERS
7
1
2 3
4
USER AND PARTNER EXPERIENCE
8. 2015 2016
PERFORMANCE
UNTIL JUNE, MOVINGA FOLLOWED A HYPERGROWTH STRATEGY
REFOCUS in JULY
• Focus on unit
economics
(profitable in
all countries)
• 100% focus on
technology
and automatization
• Focus on quality and
growth
partnerships with
premium moving
companies
12100908 1107060512 04100504 07 0108 110903 06 0302
Net Revenue (Germany & France)
Net Revenue (Other Markets)
9. 8
MILESTONES
>20.000
moved
customers all over
the world
>€20m
revenue run-rate
GERMAN
industry award for
supporting the
German
Mittelstand
>€30m
cumulated booking
value until today
>25 RoR
developers creating
our system
10x
to the moon and back
is the total distance
covered since our
launch
4.7*
on Trusted Shops
since July
TODAY, MOVINGA IS HEALTHIER THAN EVER IN ALL ASPECTS
10. MILESTONES
WE WILL ACHIEVE MORE THAN €60M NET REVENUE IN 2017
4.8
Jul
2.4
AprJan
3.6
Mrz
3.8
Feb
4.1
Mai
2.7
3.2
5.4
5.8
Sep Nov
5.1
Okt Dez
6.2
Aug
4.4
Jun
EBT
Gross Profit
Net Revenues
2017
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 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
24 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
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
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
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to
10Bis and its Shareholders
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
Justus Lumpe
Managing Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
10Bis Drushim
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