Nenad’s NOAH17 London – Fireside Chat with Sean Sewell


Sean Sewell, Co-Founder of Performance Horizon Group and Nenad Marovac, Managing Partner of DN Capital


NOAH17 London



Company Presentation by Sean Sewell, Co-Founder of Performance Horizon Group and Nenad Marovac, Managing Partner of DN Capital at the NOAH Conference 2017 in London, Old Billingsgate 2-3 November 2017. View the Presentation (Slideshare).

 View the full video:

Fireside Chat: Sean Sewell, Performance Horizon Group & Nenad Marovac, DN Capital- NOAH17 London – NOAH Conference

Transcript as below.

Download the slides here:


  2. 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 Mission Mission 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 6-7 June 2018 Tempodrom, Berlin 13-14 March 2018 Haoman 17, Tel Aviv To promote Israel – European relationships and enable funding To bring together future-shaping executives and investors active across segments driven by digital revolution
  3. 3. OUR MISSION To make it easy for customers to form partnerships that drive measurable business growth supported by a world class technology platform and best in class global infrastructure
  4. 4. Overview • Leading global brands • Sector focus: retail, travel, finance, digital content, telco • $5BN annual ecommerce revenues tracked across the platform • 250,000 partners • 214 countries and territories • 80+ languages • 60 currencies • $350M annual run rate of payments • 180+ staff • 8 Offices in 5 countries – UK, USA, Japan, Australia and Germany We make it easy for enterprises to build measurable partnerships that drive business growth
  5. 5. Managing Partner Programmes for Major Global Enterprises Customers • Tracking, reporting and payments • Real-time insights • Increased transparency • Improved ROI • Automated settlement • Launched AI tool in beta for predictive forecasting
  6. 6. Partners Appreciate the Value in Technology to Drive Better Results Partners • More data • Real-time insights • Closer relationship with advertiser • Faster turn round on payments • Improved ROI • Key partners now becoming advocates in sales process
  7. 7. The Network Affect Powering Business Partnerships Over the last ten years, we’ve seen the traditional affiliate landscape evolve into the non-traditional partner marketing we know today. So what is a transformational partnership? NEW CUSTOMER ACQUISITIO N NEW CUSTOMER ACQUISITIO N
  8. 8. Ability to predict spend over next 28 days Learning from past data to predict to within 97% accuracy Control spend fluctuations before they happen AI – Forecasting & Budgeting
  9. 9. Key 2018 initiatives • Focused Sales and marketing activity in key markets and verticals to drive growth • Accelerate Network affect via business developments and partnerships • Continue investigating China and have people on the ground • Expect 50%+ Growth in 2018 • Investment in technology to drive leadership in market/building on launching of first application of AI • Expand technology and partner ecosystem
  10. 10. DN Support • Backing since 2010 • Assistance with recruitment of key executives • Adam Martin, SVP Revenue US • Greg Augenstein, SVP Customer Success • Oscar Stenzel, GM Germany • Jim Nichols, CMO • Introduction to portfolio companies e.g. Windeln • Introduction to Chairman • John Taysom retired 2014 • Steve Walske • Introduction to Mithril for Series B funding • C-level introductions for enterprise sales prospects
  11. 11. 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 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 Jan Brandes Managing Director Justus Lumpe Managing Director The NOAH Advisors Core Banking Team Nikhil Parmar Director 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