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EliteSingles (Affinitas) - NOAH16 London

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Social & Dating - Presentation by Jeronimo Folgueira, CEO of EliteSingles (Affinitas) at the NOAH Conference London 2016, Old Billingsgate on the 10th of November 2016.

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EliteSingles (Affinitas) - NOAH16 London

  1. 1. v Opportunities in Online Dating 10th November 2016 Jeronimo F. Folgueira (CEO) NOAH Conference London
  2. 2. GET YOUR TICKET TODAY! www.noah-conference.com 2-3 Tempodrom, Berlin Old Billingsgate, London NOV201722-23 JUN2017 SAVE THE DATE
  3. 3. 2 Our Brief History: from eHarmony to EliteSingles 2009 2010 2011 2012 2013 2014 2015 2016 2017 founded and launched in Germany Invest in Affinitas Sells stake to existing shareholders (buy-back) 1st M&A Acquisition Global rebrading Launch of EliteSingles and expansion into English-speaking makes Launch in USA Internationalization Early funding Consolidated leadership position in FR Effectively became the international arm of eHarmony in non-English markets
  4. 4. 1. France 2. USA 3. Canada 4. UK 5. Australia 3 We are a Global Player with Three Brands Geographic footprint: 26 Countries Top Countries Brand Mix 69% 22% 8%
  5. 5. 4 We are the 6th Largest Player and Fastest Growing Note: ranking based on estimated revenues for 2016. For private companies we used our best guess, but it might not be fully accurate. >20% Growth AW +10% €80m
  6. 6. 5 Premium Subcription Model SeriousCasual Cheap Fremium Model Where do we belong?
  7. 7. 6 There are very two different models in online dating Casual Dating Serious Dating Freemium model Users: Millions Main traffic source: Viral Target Audience: 20-35 year old App Premium subscription model Users: Thousands Main traffic source: Marketing Target Audience: 35+ year old Multi-platform
  8. 8. 7 But Demographics are in our Favour  Aging population  Older people are feeling and behaving younger  Number of serious relationships throughout a person’s life is steadily increasing  Online dating is increasingly social acceptable and has proven success
  9. 9. 8 How to Beat Competition in Marketing 2 3 4 You need higher ROI than your competitors Unique proposition (USP) cheaper/easier to attract users Better Product & Usage of Data increase conversion Strong Brand builds trust = increases conversion More “liquidity” (larger user base) better experience = increases conversion The better you do, the more resources you have to do even better Market leaders, profitable and growing business have an advantage 1
  10. 10. 9 Why do size matters in online dating? Bigger Brands Superior Experience Larger Marketing Budgets Larger User base Better monetization Larger User Base Better Products Larger Tech teams Higher marketing ROI Larger players have higher margins Match Group c. 40% margin
  11. 11. The Size of the Prize 10 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% ES HU SK FR PL CZ FI SE NO NZ DK RU UK CA AU US Brand Awareness of our Brands We know how to become a leading brand Here is the money Target US Market >€1.5bn
  12. 12. 2009A 2010A 2011A 2012A 2013A 2014A 2015A 2016E 2017E 11 The Opportunity Ahead for EliteSingles • We are growing fast, organically and through M&A • We are increasingly profitable •We have doubled our investment in Product this year • EliteSingles has a very strong brand positioning and USP • We outbid competitors in performance marketing channels • Constantly increasing TV budgets in key markets • Increasing Brand Awareness in key markets • Reached 40 million registered users Revenue Target >€100m EBITDA Target 15-20% Revenue Evolution
  13. 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