Mobility & Travel of the Future: Company presentation by Patrick Andrae, HomeToGo at the NOAH Conference 2019 in Berlin, 13 -14 - STATION

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3. The global vacation rental market – a fragmented $158bn opportunity
Rest of the
world: $9bn
North America: $40bn
South America: $17bn
Asia/Pacific: $44bn
Europe: $48bn
2012
$90bn
2021
$193bn
2018
$158bn
Sources: Technavio, Morningstar, own estimates

4. HomeToGo is the one-stop solution for vacation rentals
SAVE TIME & MONEY
by comparing prices
and additional services
instantly
Additional aggregated
property data is one
click away
POWERFUL FILTERS
Instant controls to filter
results according to
user preferences
GET AN OVERVIEW
of more than 17,000,000
vacation rentals from all
major brands and
industry leaders
MAP FILTERS OFFERS

5. Founded in 2014

6. aggregating
>17 m offers
That’s a world record

7. from
>700 partners

8. #1 globallyacquired former global #1 VR search (US site tripping.com) in late-2018
That’s a world record

9. Germany‘s fastest growing company in 2017/18 – revenues increased
by 23 times year-over-year since 2014 (CAGR).
8

10. Steep traffic increase with strong retention while decreasing the CPV
Traffic for all domains belonging to HomeToGo. Sources: internal data.
Jan16 Mar16 May16 Jul16 Sep16 Nov16 Jan17 Mar17 May17 Jul17 Sep17 Nov17 Jan18 Mar18 May18 Jul18 Sep18 Nov18 Jan19 Mar19
New visits Returning visits CPV before Brand Advertising (TV)
+1,400%
(YTD19 vs. same
time frame 2016)

11. HomeToGo is the second biggest vacation rental company
in Germany, trafficwise
HomeToGo includes its acquisitions in Germany; same for holidu; Sources: internal data, SimilarWeb.
0
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3
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5
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8
9
10
Apr19
Trafficinmillions

12. Free longterm traffic is an important key to success - and we
have invested heavily: .de as a role model
Source: Sistrix
HTG has
>2,5 times
the SEO
visibility of
Airbnb.de
2018 & 2019

13. That’s a world record
2018
2019
+290% Growth (YTD) in Visits
2018
2019
+485% Growth (YTD) in Revenues
2018 vs. 2019: organic search (SEO), HomeToGo globally 2018 & 2019

14. 20182018
That’s a world record
+388% Growth (YTD) in Visits (US) +617% Growth (YTD) in Revenues (US)
2018 vs. 2019: organic search (SEO), HomeToGo United States
2019
2019
2018 & 2019

15. That’s a world record
2018 vs. 2019: winning location by location (in visits)
18
2019
18
2019
18
2019
+460% Growth (YTD)
Destin
+312% Growth (YTD)
Berlin
+2050% Growth (YTD)
Mallorca
2018 & 2019

16. Our unique combined content, pr and SEO long-term strategy starts paying
off: 2016 - Today: 9.031 Publications | 4.770 Links | 99% Inhouse

17. Two-Time Winner
»Inhouse Team of the Year«
- SMX Advanced 2018 & 2019 by Search Engine Land,
Seattle
Awarded
»Organic Team of the Year« & »Chair Award«
- The Drum Search Awards 2018 USA, New York

18. Thank you for your attention!
Berlin | 13.06.2019

19. 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