Ecommerce, Marketplaces & Classifieds: Company presentation by Waldemar Moss and Piotr Stach, Expondo at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. customers when you start
up?
How to ignore

2.  @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
FOLLOW USONSOCIAL

3. Source: expondo Sales Report 2018
others
12
B2B
brands
Quick facts
100% in owners hands
Active in day-to-day management
330 employees
Germany, Poland, China
6 offices in Europe & Asia
Berlin, Hong Kong, Shanghai,
Guangzhou, Warsaw & Zielona Gora
3.600 SKUs online
Wide range of B2B products &
testing B2Cq
56% gross margin

4. Source: Based on valboo Research, eCommerce market size estimated via eGDP
€364 €276 €1.700 €248
Food equipment Welding Construction Physiotherapy
307 €
245 €
1.510 €
220 €
Market size EU & USA (€ mn)
others
14%
UK
4%
Spain
5%
Italy
7%
France
17%
Poland
19%
Germany
34%
expondo revenue share by markets
2 281€ 3 643€
€0
€1.250
€2.500
€3.750
€5.000
2014 2020
+43%
57 €
86 €
130 €
190 €
290 €
€0
€75
€150
€225
€300
€375
2019 2020 2021 2022 2023
expondo estimated revenue (€ mn)
10 years of continuous growth with a
gross margin of 56%

5. Where we are?
More than 1000 new products per year
50%10% 20% 40%
100
NEW PRODUCTS
GROWTH
1000
500
Source: Data collected from the producers, 2018

6. Guys, but WHAT are you really?
Hybrid concept
Producer Exclusive retailer
What makes us unique?
expondo formula
Niche & complex products
for SME, limited
competition with high
margin
3% products’
withdrawal
3% return rate
4% failure rate
22% drop due to
quality
40-50% growth YoY
60% own shops sales
Product Shooting
Machine
1000 product launches
per year
#Testing Center
All products are serviced
All products sold are
tested by experts
v
Online only
+ service & maintenance
Get it done!
culture. 80% is good
enough
er

7. 2%
6%
9%
41%
0%
17%
33%
50%
DEMA VEVOR VoilamartSteinberg
sales online
How to survive without an
investor?
Pressure makes diamonds
Owning the
value chain
Scaling the business
and learning by doing
3%
15%
81%
0%
30%
60%
90%
others Henderson &
Sons
Royal
Catering
sales onlineBootstraping
Profitable from day one
#1
Focus on becoming
no 1 in categories
Source: eBay.de data fromTerapeak

8. How to survive without an
investor?
Pressure makes diamonds
Owning the
value chain
Scaling the business
and learning by doing
Ignore ecommerce
standards
Hard work and the power
of ignorance as often
missed success factor
Bootstraping
Profitable from day one
#1
Focus on becoming
no 1 in categories
Source: eBay.de data fromTerapeak

9. #YouDeserveExperts
Limiting the disadvantages of online shopping

10. Customers no longer
expect information -
they demand
assistance
Experts World
Shop plugin
& cashback program
V-Commerce
1to1 Live Showroom
+500 product movies a year
Social Media
YouTube channels
EXPERTS SELLING
TO EXPERTS

13. EXPERTS WORLD
V-COMMERCE

14. Stay conscious!
• Don’t be ashamed – 10k hours rule
• Ignore buyers - focus on costumers
• Ignore useless talks and meetings
• Stay hungry for results

15. Waldemar Moss
Piotr Stach
Thank you for your valuable
time

16. 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