3. “Within the decade ALL
cars will be paid for
monthly”
AutoTrader, “The Future of Car Ownership,” 2018
Concept of subscription
is expanding to
MOBILITY
4. Pain Points of Car Ownership
THE OLD WAY
Big hassle when
trying to sell
used car
Deal with
unpredictable
costs for
insurance and
repairs
Manage the car
yourself and
waste a lot of
time!
Buy and keep
car for 6-10
years
Lose car value
almost entirely
5. Towards More Customer Centric Mobility
THE NEW WAY
Opportunity to
drive cars you may
not have been able
to afford to buy
Predictable
monthly
payments
Flexible
durations to fit
different
lifestyles
All-inclusive
subscription
with no
surprises
Hassle-free car
management
6. would not consider
car sharing
with a stranger
of all mobility demand
in 2025 will be fulfilled
via exclusive use of
cars
52%
Car Subscriptions Answer Consumer Demand
SOURCES: AutoTrader, “The Future of Car Ownership,” 2018; Roland Berger, “Embracing the Car-as-a-Service Model,” 2018
want exclusive access to a car
want exclusive access
to a car
80% 72%
7. Car Subscription Ecosystem is Getting Interesting
FLEET
MANAGEMENT
/ LEASING
COMPANIES
CAR RENTAL
COMPANIES
CAR
MANUFACTURERS
8. Marketplace for All-Inclusive, Hassle-Free Car
Subscriptions
FLEET
MANAGEMENT
/ LEASING
COMPANIES
CAR RENTAL
COMPANIES
CAR
MANUFACTURERS
Commission per subscription sales
B2C & B2B2C
9. Customer Centric Digital Platform
Marketplace with
largest number of
car subscription
offers in Italy
Customer – centric
engagement via
ChatBots
Digital sales and
onboarding
processes
10. Market Potential for Car Subscriptions
SOM:
220K
€110M
CarPlanner’s potential
annual revenue
SAM:
4.3M
car subscriptions
TAM:
12M
new cars
220K car subscriptions sold
Annually across top 6 EU markets
TOTAL AVAILABLE MARKET
SERVICABLE AVAILABLE MARKET
SERVICABLE OBTAINABLE
MARKET
11. Digital Automotive platform launched in 2015
Milestones
15,000 new cars sold
thanks to CarPlanner
€360,000 value of
subscriptions sold since
March 2019
Partnerships to drive car
subscription adoption
12. What’s next
No 1 Car Subscription
M
arketplace
in
Europe
Raise A
round
Becom
e reference point for
car subscriptions in
Italy
14. 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