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European Growth Capital InvestorBridging Western European opportunities with Central & Eastern Europen capital
Sylwester Janik, Senior PartnerNOAH Conference, London, 10/11/2016
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2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
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MCI Capital: the leading multi-stage tech investor in CEE
Present on the market since 1999
Team: 12 investment professionals
Long term investor (evergreen fund structures)
AUM of EUR 530M (as of 3Q2016)
Track record 2001-2016: Net IRR of 25%
MCI Capital: the leading multi-stage tech investor in CEE
• EUR 3–10M• EUR 1–3M
• EUR 25–100M• EUR 10 – 50M
Growth capital for Europe
Buyout capital for
Poland& CEE
Mezzanine/ Venture Debt
for Poland & CEE
Venture capitalfor Poland& CEE
MCI Capital portfolio: 40+ portfolio companies
CEE
POLAND
RUSSIA
TURKEY
GLOBAL
DACH
Key sectors
Fintech
Marketplaces
e-travel
E-commerce
SaaS
Our investment strategy (growth technology)
Sectors: fintech, marketplaces, SaaS & e-travel
Geo focus: European market (incl. Israel, Russia & Turkey)
Stage: Series B+ / EUR 10m ARR
Ticket: EUR 5-25m
We support: serial enterpreneurs / strong teams
Value proposition
Assistance in building partnerships / alliances with local partners
Support in geo-expansion into & M&A in the CEE region
Support in recruitment of the key team members
CEE region is heating up
Consolidation in consumer Internet segment
acquired by CVC/Permira/MidEuropa from Naspers ($3,25BN)
acquired by United Internet (EUR 150M)
acquired by Rockaway Group (EUR 76M)
Polish & CEE-based companies raising capital in Europe & USA(Brainly, DocPlanner, Estimote, GoodData, Silvair, Kontakt.io etc;)
More and more tech companies are entering the CEE region in search
for new customers, but also to optimize costs(e-commerce/e-travel/fintech/etc): Azimo, AirHelp, SavingGlobal, iWoca, Wonga,
Kreditech, SumUp etc.
MCI’s growth fund success stories - Invia.cz:
11x return on primary investment, 46% Net IRR
Value creation
1,0x
Enterprise
Value at
investment
2,5x
Organic
growth in
the core
markets
1,7x
Successful
M&As
2,5x
Valuation
arbitrage
7,7x
Enterprise
Value at
exit
Leader of e-travel market in the CEE region
(Poland, Czech, Slovakia and Hungary),
offering travel packages, air tickets and hotels
and cooperating with over 350 tour operators.
Come & talk to us
• Founder & Managing
Partner
• Fund Manager of
EuroVentures Fund
(expansion & buyout
fund)
Tomasz
Czechowicz
czechowicz@mci.eu
• Investment Partner
• Fund Manager of
Internet Ventures Fund
(early stage technology
fund)Tomasz
Danis
danis@mci.eu
• Senior Partner
• Fund Manager of
TechVentures Fund
(growth technology fund)Sylwester
Janik
janik@.mci.eu
• Investment Director
• TechVentures Fund
(growth technology fund)
Maciej
Bogaczyk
bogaczyk@mci.eu
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
24 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
September 2015
December 2014
September 2014
October 2014
May 2014
Sale of a 70% stake in
to
Exclusive Financial Advisor to Drushim and its Shareholders
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
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to 10Bis and its Shareholders
®
Marco RodzynekManaging Director & Founder
marco.rodzynek@noah-advisors.com
Jan BrandesManaging Director
jan.brandes@noah-advisors.com
Justus LumpeManaging Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil ParmarDirector
nikhil.parmar@noah-advisors.com
10Bis Drushim
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
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