SeekingAlpha - NOAH18 Tel Aviv

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The future of investment research

Three Conferences, One Mission: Empower the European Digital Ecosystem
To provide a physical marketplace
that facilitates funding of
digital European companies
at all stages
Mission Mission Mission
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2018
Old Billingsgate, London
6-7 June 2018
Tempodrom, Berlin
13-14 March 2018
Haoman 17, Tel Aviv
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution

Our mission: To empower investors
to make smarter investment
decisions

Vision: Dominate U.S. investment research
by becoming the most profitable platform
for research providers

THE U.S. MARKET FOR
INVESTMENT ANALYSIS
Individual Investors Accredited Investors Investment Professionals
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Source: Internal Analytics2018 4

SEEKING ALPHA
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THE ENTIRE SELL
SIDE
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3,970
Sell-Side Equity
Analysts
Active Seeking
Alpha
Contributors

▪ Breadth
▪ Quality of Knowledge
▪ Discussion Surfaces Better Results
▪ Wisdom of Crowds
▪ Real Time
CROWDSOURCING
WINS
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readers for…
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▪ Client Leads
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EFFECTS MEANS
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Readers
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▪ Quality
▪ Influence
▪ Feedback
▪ Connections
▪ Client Leads
▪ MONETIZATI
ON
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readers for…
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VALUE
PROPOSITION
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Next step: Empower contributors to
build businesses on Seeking Alpha

The Investor Marketplace

MARKETPLACE
GROWTH
1
49 52 56 56 55
59 61 59 61 61 64
66 68 69
73 75 76 76
82
104
120
134
140
145 148
156 159 162
175
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01/09/2015 01/12/2015 01/03/2016 01/06/2016 01/09/2016 01/12/2016 01/03/2017 01/06/2017 01/09/2017 01/12/2017
MRR
Subscribers
Authors Subscribers MRR (net)

Phase II: Freemium

PRO

SA
PRO
1
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unparalleled
investment
research,
leave most
of it free, but
figure out
what we
have that’s
worth paying
for.

Free: Follow your stocks and the
markets.
Subscribe: Research stocks and find
money-making ideas.

PRO
GROWTH
11
Price:
$75/month
Tested on
10% in Jan.
2018
Launched in
Feb.

Phase III: Disrupt institutional research

Thanks for listening!

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
Trovit and its Shareholders
Sale of controlling stake in
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
December 2016
October 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
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
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m
Aleksander Skwarczek
Analyst
aleksander.skwarczek@noah-advisors.com

SeekingAlpha - NOAH18 Tel Aviv

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