Company Presentation by Peter Bakenecker, Division President Germany & Switzerland at Mastercard at the Axel Springer NOAH Conference 2018 in Berlin, Tempodrom 6-7 June 2018.

1. Technology &
Payments -
The unfinished
revolution
Peter Bakenecker
EVP Germany/Switzerland

2. 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 MissionMission
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution
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
13-14 June 2019
STATION Berlin
9-10 April 2019
Haoman 17, Tel Aviv

4. The next
Billion People
+500m2012-2017
69%included

5. Organizing
a new world
2017 2022
POS:
POI:
Tokens
50M >100M
>500M
>20B
126M
5B
Cards

6. The machine
identity crises
Growth rates 2016-21
Humans:
1.1%
Applications:
10%
IP Traffic:
24%
Global Mobile Data:
47%

7. Hands-up! Give me all your bitcoins
Global cybercrime costs 2021: 6T USD
Customer records stolen 2016: 4B
Payment fraud: 61B USD (2021)
Consumer costs per case
168 USD
US Drug Trade Volume (E):
65B USD
Hourly wage/ US drug dealer:
3.3 USD

8. Security is king
2018: #1 Security/ Fraud
Protection: 74%
30 Passwords
per customer
8.1%of merchant
revenue at risk
9minutes from compromise of
credentials to being sold

9. White Money Land is booming
United States
China
Japan
Germany
White Money Land
France
United Kingdom
India
Brazil 2-5% global GDP
Source: United Nations

10. A street a day!
E-com Germany
+ 5.8B EURp.a. 2016-2017

11. Who can deliver?
1/56
days
1/11.6
sec
2/day
100/day

12. ACH
Instant
ACH
ENABLEMENT
INSTRUMENT
INFRASTRUCTURE
SERVICE
Banks core
systems
ACH Card
3 Party
scheme
Bank
ACH
Banks core
systems
SERVICE
INSTRUMENT
INFRA-STRUCTURE
3 Party
Scheme
DD
ACH Card
CT
Banks core
systems
Card
Unbundled Service Layers
The new Normal
2020+
The Internet Era
2000 - today
Banks = Payments
Before 2000

13. Our way forward
Technology to
digitize
payments
Security
Adaptive ecosystem
for cocreation

14. Our (current)
R&D Focus
New Interfaces
voice, ar, vr, headsets, games
New Networks
blockchain, digital money,
decentralization
AI
nlp, deep learning, computer vision
Internet of Things
smart home, wearables, b2b iot networks
Inclusion
(financial, energy, communications)
computing platforms connectivity
Digital id & auth
individual owned identity,
biometric fusion, identity of things

17. Ten global labs– more to come
Silicon Valley
St. Louis
New York
Dublin
Dubai
Pune
Nairobi
Sydney
Singapore
Miami

18. An adaptive system
to broaden the
ecosystem

19. Stay part of
the revolution

20. 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 2016October 2016
December 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
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
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com