blue yonder - noah16 london
TRANSCRIPT
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
Coming from CERN we have packaged the world’s leading scientific machine-learning algorithms into enterprise
applications to automate and optimise day-to-day or realtime decisions in retail.
Human beings and traditional
“rear view” behaviour,
“Old”Report and Act
Business Intelligence
Machine learning and AI as new core for enterprise
“New”
Automation with AI
How humans make decisions
Anchoring IKEA
Confirmation
Bandwagon
SubstitutionAvailability Texas Sharpshooter
Rhyme as reason
Over-justification
Zero-risk
Framing
Illusory Sunk cost
Overconfidenc
Outcome bias
Inattentional
Benjamin Franklin Hindsight bias
Gambler’s
Anecdotal Negativity bias
Loss
Backfire
K-Means
Naive BayesSupport Vector Deep learning
Least Angle
Nearest Neighbors
Decision Trees
Markov Chain Monte
Spectral clustering
Restricted Bolzmann
Logistic
How computers make decisions (cold, fast, cheap,
Retail is one of the first algorithmic businesses
Imagine: your customer gives you this
But: All you get to keep is that
Seasonality
Weather forecast
Competitor price Stock availability
Price
+1,000 different factorsBrand information
Competitive articles
Markdown promotions
Print/online promotions
Sales
Public Holidays
School Holidays
Location-based parameters
Day within month
Day of the week
Customer Demand
Bristol, Bath Rd., 1.30
pm
Many real-time factors influence decision-making
A typical Blue Yonder supermarket customer automates 100,000,000
ordering decisions per day
A typical Blue Yonder online customer automates hundreds
of thousands of pricing decisions per month
+1bnper day
Transaction
75mn$raised 2014
WarburgPincuFunding
Market opportunity+1,000 retailers globally
Grocery
Fashion
Health&BeautyElectronics
DIY
Growth
50%SaaS revenue
Blue Yonder AI Cloud
99% of retailers’
decisions can be automated
with ML
Supply
Price
AssortmentCustomer Experience
Omnichannel
Team
150 FTE
Karlsruhe, Hamburg, London,
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
Jan BrandesManaging Director
Justus LumpeManaging Director
The NOAH Advisors Core Banking Team
Nikhil ParmarDirector
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