Ecommerce, Marketplaces & Classifieds: Company presentation by Kian Moini, Lamudi at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. June 2019
Building the leading property platform in emerging markets
Group

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3. Talking about real estate in a >500m population
Indonesia Philippines Mexico
>500mn
population
Joint GDP
>France
EUR 25bn real estate
commision value

4. Search Evaluate Visit Negotiate Close
Lack of transparency & trust / professionalism
We see 2 key problems along property buying
Property purchase experience

5. Search Evaluate Visit Negotiate Close
Lack of transparency & trust / professionalism
Classifieds solves one, brokerage the other
Property purchase experience
Solution
Brokerage
Classifieds

6. Either model aims to maximize commission share
Aiming to tap into
commissions
Going after advertisement budgets Going after the commission
Lack of transparency & trust / professionalism
Long-term aiming to
become a consumer
brand
$
Commission pool

7. We target the full commission pie with 2 brands...
Brokerage
Lack of transparency & trust / professionalism
Classifieds
Consumer brand for property search Supplier brand for property transactions

8. Topline traction proves model, markets and execution
65 %
CAGR 2016-2019
Q1
15
Q1
16
Q1
17
Q1
18
Q1
19
Revenues, quarterly
Classifieds Brokerage

9. Our brokerage growth is unmatched
17m
From 0 to >200 transactions
#Units sold, monthly
Jan
18
Mar
18
May
18
Nov
18
Jan
19
Jul
18
Sep
18
Mar
19
May
19

10. Path to profitability proves economics
2.5x
Classifieds Gross Margin
Q1
15
Q1
16
Q1
17
Q1
18
Q1
19
Burn, quarterly
Classifieds Brokerage
2 of 3
Countries locally profitable

11. We found the model to perfectly complement
classifieds and brokerage – to truly improve the
buying experience in Real Estate
Search Evaluate Visit Negotiate Close
Lack of transparency & trust / professionalism

12. Thank you
Kian Moini
Co-Founder & CEO
+49 152 0865 3308
Kian.moini.lamudi
Kian.moini@lamudi.com

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 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