Transportation & Mobility - Company Presentation by Finn Age Hänsel, CEO of Movinga at the Axel Springer NOAH Conference 2018 in Berlin, Tempodrom 6-7 June 2018.
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
3. XXX
Build a vertically-integrated, asset-light and
highly scalable logistics platform while
creating a trustworthy and strong brand.
Become the global one-stop solution for
moving by bringing technology and business
intelligence into an untapped market.
Create a great solution to help moving partners
and customers to bring the moving industry
sustainably to the 21st century
Revolutionize the $150bn global moving market
MISSION STATEMENT
4. XXX
Marketing Sales Planning
Pricing /
Dispatch
Execution
Customer
Service
Payment
Accoun-
ting
After-
Sales
Traditionally, local moving companies organize everything thems
elves, which takes administrative time and is not the partner‘s core
competency.
Movinga enables moving companies to focus on what they do best:
transporting goods from A to B, while we care about the rest
Movinga is fully vertically integrated - including after sales
VALUE CHAIN
5. XXX
4
Marketing Sales Planning
Pricing /
Dispatching
Execution
Customer
Service
Payment Accounting
After-
Sales
Movinga is the only digital vertically-integrated player in EU
COMPETITION
6. XXX
5
France represents 42%
of current business.
Sweden represents 9%
of current business.
Movinga is the only digital player in the European market
€45BN
TOTAL MARKET
Germany represents 39%
of current business.
MARKETS
€17BN
ADDRESSABLE
MARKET SIZE
€3BN
ADDRESSABLE
MARKET SIZE
€25BN
ADDRESSABLE
MARKET SIZE
7. XXX
6
Mar
In €M
Jan Feb Apr
1.1
May June
1.0
1.4
1.5
1.6
1.8
+88%
Net Revenues1 Gross Profit
33%
38%
Feb
In €K
AprMar
In %
Jan
595
May
515
June
330
370
458
730
+121%
Gross Profit in % Gross Profit in €
Movinga started very strongly into the summer season
PERFORMANCE
1. Net Revenues and GP only include Movinga Germany and France – Sweden will add incremental ~0.2m Net Revenues in June
33%
38%
9. XXXAs well as growing the core, we identified 4 expansion levers
M&A ActivitiesSaaS ERP B2BOn-demand International
• In March 2018, Movinga
successfully took over parts
from Move24, including the
IP, brand names, a large
proportion of employees and
the full, profitable Swedish
team launching Movinga
operations in Sweden
• Movinga will look at acquiring
more European players that
add value to our business
model
• More potential acquisition
targets include options in
Scandinavia, Germany and
BENELUX
• Movinga developed
Mosaic, a B2B SaaS ERP for
the logistics industry
• Outside Movinga’s 250
partners, there are 50.000
potential moving
companies in Europe who
would be an eligible target
group for Mosaic – the tool
will be open for all moving
companies with an optional
connection to Movinga’s
job dispatching (only when
qualified)
• Vision is to create the one
ERP management software
for medium sized moving
and transportation
• Movinga developed a new
product focusing on bulky
inner-city transportation
called MovingaNow
• Focus in the beginning are
“mini moves” within Berlin or
Paris in a trial phase
• System is similar to MyTaxi
or in the USA similar to the
Y-Combinator start-up
Dolly.com or Lugg.com
• Advantage is that Movinga
will not have additional
marketing costs but
becomes more competitive
on mini moves in a fully
automated process
• After the successful launch
of Sweden, Movinga is
currently investigating
additional international
expansion opportunities
• Austria will be the
immediate next step for
Movinga
• BENELUX are identified as
attractive markets due to
language, geography,
moving behavior patterns
• Scandinavia is identified as
interesting due to similar
structure as the very
attractive Swedish market
321 4
PERFORMANCE
13. 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