Nexters SPAC Presentation Deck
Well-positioned to become a consolidator in the gaming
space in the Russian speaking community and beyond
Our approach to M&A
Our unique attributes
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Wide playing field: we estimate there are more than 1,000
independent studios in Russia/FSU³
Focus area: mobile gaming, which is our core area of expertise
with opportunity to diversify our current portfolio beyond
Our value creation playbook: marketing/user acquisition,
data-driven approach to title selection, creative expertise and
monetization
Commercial consideration: value-accretive and disciplined
approach with focus on value creation in future periods
Financing: combination of own cash and equity
Founder motivation: long term earnouts linked to ambitious
KPIs, while keeping creative independence
Transformational opportunities: opportunistic approach,
leveraging network connections with game developers in
Russia / FSU
000
duke
(1)
(2)
(3)
First game developing Company out of Russia expected to be listed on
Nasdaq, bringing attractive acquisition currency to the prospective targets
Strong connectivity within the Russian speaking gaming community
backed by common culture, values and languag
Track record of Kismet sponsor - industry network connections and
expertise in M&A
High synergy potential coming from partnership with Nexters and Playrix
shareholders
nexters
M&A-active gaming companies see a stronger market cap appreciation vs.
broader gaming universe
Share price change over the last 5 years in $
285%¹
Zynga STILLFRONT
GROUP
EMBRACER+
GROUP
Source: Company information, FactSet as of 28 June 2021
Average share price change over the last 5 years for Zynga, Stillfront and Embracer Group
Gaming Peers Average includes Tencent, Activision Blizzard, Electronic Arts, NEXON, Take-Two Interactive, Ubisoft Entertainment and Netmarble
FSU refers to former Soviet Union countries
26%
Gaming Peers Average
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