6. NOAH Conference 22nd of June - METRO Hospitality x.o
A POWERFUL GROUP
DIGITAL ASSETS
7. NOAH Conference 22nd of June - METRO Hospitality x.o
OUR PURPOSE!
▪ We relentlessly seek customer understanding
▪ We build trusted and personal relationships
▪ We go the extra mile to make it happen
▪ We inspire with expertise and unique solutions
▪ We win when our customers win1
Doing more for business passionate people
SERVE OUR CUSTOMERS’ SUCCESS EVERYDAY BY SUPPORTING THEM TO
THRIVE IN BUSINESS AND GROW ENGAGED COMMUNITIES
8. NOAH Conference 22nd of June - METRO Hospitality x.o
HOW DO WE ACHIEVE THAT?
Source: Company information; 1 Based on METRO WFS data warehouse ; SKU defined as stock keeping unit on article variant level with sales, excluding acquired companies (CFF, Rungis, Midban); 2 Private label statistical sales LFL as per METRO WFS data
warehouse; Share of reported LFL sales from financial statements
Tailored Assortment
▪ Assortment based on local
customer needs
▪ Product development for
best value offering
▪ ~35-60k SKUs1 across
dry, fresh, ultra-fresh food
▪ Established private label
(~17% of sales)2
High quality products
▪ Ultra fresh offering, e.g.
cut meat or seafood
▪ Access to almost all
products of the world
▪ 4 trading offices with
product experts & direct
sourcing
Knowledge Transfer
▪ consulting and training
for our B2B customers
▪ increase their sales
and profitability
▪ improve their
competitiveness
▪ long-term business
relationships
Food Service Delivery
▪ Fastest growing channel
for HoReCa in most of the
countries
▪ ~700 OOSD warehouses,
~80 delivery depots
▪ Access to high quality and
exclusive products
11. NOAH Conference 22nd of June - METRO Hospitality x.o
DIGITAL TOOLS FOR SME‘S – SCOPE OF APPLICATION IS HUGE
And The Customer ExperienceFor the Business Operation
Online Reserv.
Better Service
Sustainability
Increase Efficiency
Social Media
Mobile Payment
Faster
Replenishment
Reducing
Costs
12. NOAH Conference 22nd of June - METRO Hospitality x.o
THE INDEPENDENT HORECA INDUSTRY IN EUROPE
13. NOAH Conference 22nd of June - METRO Hospitality x.o
PATH TO HOSPITALITY X.O
Invest Accelerate Support
14. NOAH Conference 22nd of June - METRO Hospitality x.o
▪ Easy to use POS
▪ Sales driver Tax Compliance
▪ Monthly payments, no
upfront cash payment
▪ Increase sales by taking
orders wirelessly
▪ Reporting to manage your
business
EXAMPLE ORDER BIRD
15. NOAH Conference 22nd of June - METRO Hospitality x.o
▪ Takes operative fact based
management to next level
▪ Focus on purely relevant KPIs,
defined by restaurateurs
▪ Control your business with a
simple overview
▪ Estimates on day-by-day
profitability with limited data
input
EXAMPLE “GASTRO COCKPIT”
16. NOAH Conference 22nd of June - METRO Hospitality x.o
BUSINESS IMPACT OF DIGITAL TOOLS
Source: exemplary results from the pilots
17. NOAH Conference 22nd of June - METRO Hospitality x.o
„SCHWARZE HEIDI“
„For me the most valuable asset is actually not money
- it‘s time! I would never have thought that those tools
could help me to gain time!“
„Since I use digital tools I cannot imagine
a life without them“
„They help me to run a more profitable business and
offer a better service for my customers“
Photo by Martin Kunz
18. NOAH Conference 22nd of June - METRO Hospitality x.o
REAL.DE
▪ One of the fastest growing e-commerce platform in Germany
▪ 3rd biggest marketplace behind Amazon and Ebay1
▪ More than 8 Mio articles out of 5.000 Product
Categories offered by ~4000 marketplace sellers²
▪ Ø 12 Mio visitors per month²
▪ Ø 22 Mio € Gross Merchandise Value per month
growth rate of 150% -200% (per month vs PY)²
▪ achieved by a continuesly growing, young and
dynamic team based in Düsseldorf and Cologne
1 source: Mulit-Channel in Zahlen, Mulit-Channel-Day 2016 by plentymarkets; 2 based on company own data resource
19. NOAH Conference 22nd of June - METRO Hospitality x.o
METRO – A POWERFUL PLATFORM FOR DIGITIZATION
1
Company
25 countries
751 stores
20 million
Customers
1 billion
Consumers
20.
21. 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
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
December 2014
September 2014
October 2014
May 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
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 2016
October 2016December 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
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
Financial Advisor to Silver Lake
Investment in
by