1、MOBILITY TECHWWW.DRAKESTAR.COM|MOBILITYDRAKESTAR.COM Q3 2022 INDUSTRY UPDATE1Drake Star:Mobility&Climate TCONTENTSDrake Star:Mobility&Climate Tech2Mobility Industry Market Map3 3Mobility Tech Key Headlines5 5Funding,Public Markets and M&A7 7Selected Funding Deals of the Quarter 8Top Disclosed Fundin

2、g Rounds9Selected public market Deals of the Quarter10Selected M&A Deals of the Quarter 11Top M&A Transactions12Roadbotics Sale to Michelin|Case Study13Share Prices Movement in Q31414Sector Valuations Beginning to End of Q31515Drake Star PMOBILITY INDUSTRY MARKET MAPDrake Star:Mobility&Climate Tech3

3、Q3-2022ELECTRIC PASSENGER ELECTRIC PASSENGER CARSCARSCAR SHARINGCAR SHARINGHYPERLOOPHYPERLOOPELECTRIC MOTORCYCLESELECTRIC MOTORCYCLESPASSENGER ELECTRIC PASSENGER ELECTRIC AIRCRAFTAIRCRAFTMASS TRANSIT:ELECTRIC MASS TRANSIT:ELECTRIC BUSES&SHUTTLESBUSES&SHUTTLESMAPPING&SAFETYMAPPING&SAFETYEV POWERTRAIN

4、SEV POWERTRAINSAUTONOMYAUTONOMYELECTRIC COMMERCIAL ELECTRIC COMMERCIAL VEHICLESVEHICLESMOBILITY INDUSTRY MARKET MAPDrake Star:Mobility&Climate Tech4Q3-2022BATTERYBATTERY-LITHIUMLITHIUM IONIONCHARGING MANAGEMENTCHARGING MANAGEMENTCHARGING INFRASTRUCTURECHARGING INFRASTRUCTUREBATTERY BATTERY-SOLID STA

5、TESOLID STATETECHTECH-ENABLED LOGISTICSENABLED LOGISTICSSHARED MOBILITY/MICRO SHARED MOBILITY/MICRO MOBILITYMOBILITYBATTERYBATTERY-SUPER SUPER CAPACITORSCAPACITORSVEHICLE TO GRIDVEHICLE TO GRIDLIDARLIDARMOBILITY TECH KEY HEADLINESDrake Star:Mobility&Climate Tech5Q3-2022IPO/SPACsIPO/SPACsFundraisingF

6、undraisingMobility Tech Mobility Tech Industry NewsIndustry NewsIPO market continues to take a hit with few seeing success.SPAC markets seem to be coming out of their lullFundraising continues to be robust with 169 rounds complete but with$1.25B less funds allocated than Q21.SkyDrive raises$68m for

7、development of flying cars and cargo drones2.Merlin Labs raises$105m alongside receipt of a U.S.Air Force contract for autonomous flight technology 3.Onto raises$60m to grow the electric car fleet for subscribers and allow service to expand beyond British bordersAnnouncements in Q3 showed exciting d

8、evelopments across the mobility landscape 1.Volocopter completes first manned air-taxi eVTOL flight in Italy2.Amazon electric delivery vehicles hit the road in the U.S.as part of its pledge to reach net-zero by 20403.New Zealands Invisible Urban Charging(IUC)to roll out more than 6,000 EV chargers i

9、n Florida 4.Waymo starts public testing of the first-ever redundant autonomous Class 8 trucking platform across Phoenix and Dallas Note:Drake Star did not act as financial advisor on transactions listed on this page1.Porsche raises$74.6Bn in its initial public offering on September 29,20222.Dragonfl

10、y Energy closes business combination on NASDAQ with Chardan NexTech Acq 2 on October 07,20223.Amprius Technologies closes business combination on NYSE with Kensington Capital IV on September 14,MOBILITY TECH KEY HEADLINESDrake Star:Mobility&Climate Tech6Q3-2022IPO/SPACIPO/SPACPorsche shares jump in

11、blockbuster market debutThe New York Times,September 29,2022Mobiv Acquisition Corp.publicly lists on Nasdaq through$100 million SPAC merger focused on EV and urban“smart”mobility Globe Newswire,August 08,2022MERGERS&MERGERS&ACQUISITIONSACQUISITIONSAustralian motoring clubs acquire electric Chargefox

12、networkDRIVE,July 04,2022SWVL extends into Mexico with acquisition of UrbvanPR Newswire,July 11,2022VENTURE CAPITALVENTURE CAPITALMay Mobility closes$111m,begins development on Toyotas next generation mobility platformPR Newswire,Jul 12,2022EV CHARGINGEV CHARGINGTop-10 fastest-charging EVs currently

13、 availableElectrek,July 08,2022ELECTRIC VEHICLESELECTRIC VEHICLESGM sells more electric vehicles than ever in Q3 2022InsideEVs,October 05,2022AUTONOMYAUTONOMYPony.ai to mass produce autonomous driving controller built on Nvidia Drive OrinRobotics&Automation,July 06,2022TeraWatt Infrastructure rasise

14、$1Bn to scale commercial EV charging centers across AmericaBusiness Wire,September 13,2022Note:Drake Star did not act as financial advisor on transactions listed on this FUNDING,PUBLIC MARKETS AND M&ADrakeStar:Mobility&Climate Tech7SELECTED M&A DEALS OF THE QUARTERTOP DISCLOSED M&A TRANSACTIONSSELEC

15、TED PUBLIS DEALS OF THE QUARTERTOP DISCLOSED PUBLIC TRANSACTIONSSELECTED FUNDING DEALS OF THE QUARTERTOP DISCLOSED FUNDING ROUNDSDrake Star:Mobility&Climate Tech8SELECTED FUNDING DEALS OF THE QUARTERTeraWatt Infrastructure raised$1Bn of Series A venture funding in a deal led by Cyprus Capital,Keyfra

16、me Capital,and Vision Ridge Partners on September 13,2022.The Companys pre-money valuation was undisclosed.TOTAL RAISED$1Bn$1BnAvatr Technologies raised$378 million of Series A venture funding in a deal led by ChanganAutomobile,China Merchants Capital,CITIC Group,and four others on August 2,2022,put

17、ting the companys pre-money valuation at$939 million.TOTAL RAISED$378M$378MAtom Power raised$150 million of Series C venture funding from SK Energy on August 4,2022,putting the companys pre-money valuation at over$140 million.TOTAL RAISED$150M$150MNote:Drake Star did not act as financial advisor on

18、transactions listed on this page(1)Past client of a Drake Star mobility team member COMPANYCOMPANYCOUNTRYCOUNTRYTYPETYPESUBECTORSUBECTORDEAL SIZEDEAL SIZEDATEDATESeries AeVTOL$68mSep-26Series A Electric Vehicles$50mSep-14Series AEV Charging Infrastructure$1,000mSep-13Series BMicro/Shared Mobility$82

19、mSep-12Series CLogistics Tech$100mSep-07Series AElectric Vehicles$221mAug-26Series BElectric Vehicles$65mAug-23Series BRide Sharing/Hailing Platform$148mAug-15Series CAutonomy$88mAug-10Series CEV Charging$150mAug-04Series AElectric Vehicles$378mAug-02Series CShared Mobility$78mJul-27Series CLogistic

20、s Tech$49mJul-22Series BAviation$68mJul-20Series FRide-Sharing$136mJul-18Series DElectric Vehicles$66mJul-15Series BAutonomy/Aviation$105mJul-13Series CAutonomy$111mJul-12Series CAI/Vehicle Software$63mJul-07Series BLast Mile Delivery$60mJul-01TOP DISCLOSED FUNDING ROUNDSDrake Star:Mobility&Climate

21、Tech9Q3-2022OVER$5.25B DISCLOSEDNote:Drake Star did not act as financial advisor on transactions listed on this page(SAIC Mobility)SELECTED PUBLIC MARKET DEALS OF THE QUARTERDrakeStar:Mobility&Climate Tech10PENDING BUSINESS COMBINATIONe.GO reached a definitive agreement on July 28,2022,to acquire At

22、hena Consumer Acquisition through reverse merger,which would result in the combined entity trading on the New York Stock Exchange.The transaction is still under SEC review.Proceeds(1)$235MPorsche raised$74.6Bn in its initial public offering on the DEUTSCHE BOERSE AG stock exchange under ticker symbo

23、l P911 on September 29,2022.Proceeds$75BnMarti reached a definitive agreement on August 01,2022,to acquire Galata Acquisition through reverse merger,which would result in the combined entity trading on the New York Stock Exchange.The transaction is still under SEC review.Proceeds(1)$205MIPOPENDING B

24、USINESS COMBINATIONNote:Drake Star did not act as financial advisor on transactions listed on this page(1)Proceeds equals SPAC trust account value+PIPE proceeds and assumes no redemptions were Drake Star:Mobility&Climate Tech11SELECTED M&A DEALS OF THE QUARTERValeo Siemens eAutomotive joint venture,

25、manufacturer and supplier of high-voltage electric components and systems intended to establish hybrid and full-electric vehicles on the road,was acquired by Valeo for$292m on July 4,2022.Roadbotics,the developer of advanced computer vision technology designed to inspect roads and infrastructure,was

26、 acquired by Michelin for a non-disclosed amount on July 8,2022.Drake Star acted as exclusive financial advisor to RoadBotics.Akaysha Energy,operator of end-to-end development of battery energy storage systems(BESS)and renewable energy projects across Australia,was acquired by BlackRock for$692m on

27、September 6,Note:Drake Star did not act as financial advisor on transactions listed on this page other than where indicated SALE TOSALE TOSALE TOCOMPANYCOMPANYCOUNTRYCOUNTRYACQUIRERACQUIRERACQUIRER COUNTRYACQUIRER COUNTRYSUBSECTORSUBSECTORDATEDATEElectric VehiclesJul-04Mapping&SafetyJul-04Mapping&Sa

28、fetyJul-08EV Charging InfrastructureJul-08Transportation SystemJul-13EV Charging InfrastructureJul-22Ride-SharingAug-01Last Mile DeliveryAug-10Micro/Shared MobilityAug-27EV ChargingSep-01Battery/Energy StorageSep-06Electric VehiclesSep-07Last Mile Delivery/DroneSep-20EV Charging Infrastructure Sep-2

29、1EV Charging InfrastructureSep-22Drake Star:Mobility&Climate Tech12Q3-Note:Drake Star did not act as financial advisor on transactions listed on this page other than where indicated TOP M&A TRANSACTIONS(1)Previous Drake Star mandate acquirer/investor(1)(1)Drake Star acted as the exclusive financial

30、advisor to RoadBotics,on its sale to MichelinFoundedin 2016,RoadBoticsisa developerofadvanced computer vision technology designed toinspect roads and infrastructure.The Companysmachine learning assesses high-definition images ofroads and data collected using a smartphoneLeveragingartificialintellige

31、nce,theCompanytransformscollectedimagedataintoactionableinsights,helpingroadmanagersidentifyprioritymaintenance areas and empowers governments andcommunitiestomakeobjective,data-drivendecisions about their public infrastructure assetsTheacquisitionalignswithMichelinsgrowthstrategyaroundtires.Withthe

32、acquisitionofRoadBotics,Michelinstrengthensitsexpertiseinartificial intelligence,supporting smarter and safermobilityThecomputervisionexpertisedevelopedbyRoadBotics,combined with Michelins Driver-Data-toIntelligence Group know-how,will provide uniqueinsights on near-misses root causes based on drivi

33、ngbehaviorAs a result,their decisions will be easier,faster,morerelevant,and their management of road safety moreefficient.The service will initially be available in NorthAmerica before being rolled out in EuropeTHE COMPANYHIGHLY SYNERGISTIC TRANSACTIONROADBOTICS CASE STUDY|SMART CITY INFRASTRUCTURE

34、“DrakeStarcamewithadistinguishedreputationasskilledandexperiencedTechnologyM&A bankers,particularlywithinMobility.Faced with challenging market conditions,Drake Star delivered adisciplined and highly competitive M&A process which surfaced theabsolute right buyers,and ultimately yielded Michelin as t

35、he bestpossible strategic partner for RoadBotics.”BENJAMIN SCHMIDT,PHDBENJAMIN SCHMIDT,PHDCOCO-FOUNDER AND CEOFOUNDER AND CEODrake Star:Mobility&Climate TNasdaqEV ChargingElectric VehiclesLiDARBattery TechSHARE PRICE MOVEMENT IN Q3Drake Star:Mobility&Climate Tech14Source:Capital IQ as of October 25t

36、h,2022.1.Chargepoint,Nuvve,Evgo,Blink Charging,Volta,Wallbox2.Tesla,Nikola,Hyliion,Fisker,Canoo,Lordstown Motors,Lucid Motors,NIO Holdings,Lion Electric3.Velodyne,Luminar,Aeva,Ouster,Innoviz,Aeye4.MP Materials,QuantumScape,RomeoPower,Advent Tech,Lithium Americas,Livent,Albemarle,Glencore,Li-Cycle,ES

37、ECTOR VALUATIONS BEGINNING TO END OF Q3Drake Star:Mobility&Climate Tech15Source:Capital IQ as of October 25th,2022.1.MP Materials,QuantumScape,RomeoPower,Advent Tech,Lithium Americas,Livent,Albemarle,Glencore,Li-Cycle,Ennovix2.Tesla,Nikola,Hyliion,Fisker,Canoo,Lordstown Motors,Lucid Motors,NIO Holdi

38、ngs,Lion Electric3.Chargepoint,Nuvve,Evgo,Blink Charging,Volta,Wallbox4.Velodyne,Luminar,Aeva,Ouster,Innoviz,AE12348.1x10.6x19.5x20.5x8.6x11.6x15.1x22.9xBattery TechElectric VehiclesEV ChargingLiDARJun-30-2022Sep-30-A LEADING GLOBAL TECH M&A INVESTMENT BANKDrake Star:Mobility&Climate Tech16400+400+T

39、RANSANCTIONS COMPLETED70%70%CROSS-BORDER DEALS100+100+BANKERS9*9*OFFICES GLOBALLYSan FranciscoLos AngelesNew YorkLondonParisBerlinMunichDubaiSingaporePartner office*Including partner officers A SELECT SAMPLING OF OUR RECENT MOBILITY&SUSTAINABILITY DEALSDrake Star:Mobility&Climate T(1)Active mandate

40、expected to announce in 2H 2022*Announced in Q4(October 18,2022),combination still in process*DRAKE STAR MOBILITY&ENERGY TRANSITION TEAMDrake Star:Mobility&Climate Tech18VITALY M.GOLOMBPARTNER|SAN FRANCISCO+1 415 683 6865SENIOR ADVISORSRON RIVERAPARTNER|NEW YORK+1 404 747 6787RALF PHILIPP HOFMANNMAN

41、AGING PARTNER|GERMANY+49 89 1490 265 10MARK JOSEPHTRANSDEV,VEOLIA TRANSPORTSTEFAN KRAUSECANOO,BMW,FARADAY FUTURE,DEUTSCHE BANK,ROLLS ROYCEMICHEL TARIDEHertz,EERIC WEPIERREGENERAL MOTORS,PSA GROUPE,MITSUBISHI MOTORS19MOBILITY TECHWWW.DRAKESTAR.COM|MOBILITYDRAKESTAR.COMQ3 2022 Industry UpdateDrake Sta

42、r is an award-winning global tech investment bank that has completed over 400 transactionssince 2003.Drake Star team of over 100 senior professionals across offices in New York,London,Paris,Munich,San Francisco,Los Angeles,Berlin,Miami,Dubai*,and Singapore*focuses on mergers&acquisitions and corpora

43、te finance services worldwide in Consumer&Retail Technology,Digital Media,FinTech,Mobility&Sustainability,Software/SaaS,Digital Services,and Industrial Tech sectors.All securities in the USA,are transacted through Drake Star Securities LLC.In the USA,Drake StarSecurities LLC is regulated by FINRA an

44、d is a member of SIPC Drake Star UK Limited is an appointedrepresentative of Kession Capital which is authorized and regulated by the Financial Conduct Authority.Copyright 2022 DrakeStar LimitedThis report is published solely for informational purposes and is not to be construed as an offer to sello

45、r the solicitation of an offer to buy any security.The information herein is based on sources we believeto be reliable but is not guaranteed by us and we assume no liability for its use.Any opinions expressedherein are statements of our judgment on this date and are subject to change without notice.

46、All product and company names are trademarks or registered trademarks of their respective holders.Use of them does not imply any affiliation with or endorsement by them.Past performance does not guarantee future results.All investing involves risks,including the loss Drake Star:Mobility&Climate Tech