Fabian Graf
M&A and strategy consultant, CFA, CVA
Munich, Germany
Experienced leader with a strong background in M&A, corporate development, strategy and investment banking advising start-ups, corporations and consulting firms (sector focus among others: technology & software, digital transformation, digital platforms, financial services, manufacturing, food). Strong organisational and communication skills, a strategic and analytical mindset and a commitment to excellence. Open and energetic personality - ready to deliver exceptional performance.
Domain experience
Relevant Total Experience: 9 years
Seniority Level: Senior
Sector Experience:
Administration Alternative Finance Asset Management Bank Platform Software Banks Construction and Engineering Consumer Lending Data and Analytics Diversified Financials Food and Staples Retailing Food Products Identity and Security Machinery Online Entertainment Ticket Agencies Online Food and Drug Retail Online Specialty Retail Online Transportation Booking Services Online Travel Agencies Paper Packaging Paper Products Payments Personal Finance and Planning Risk and Compliance Software and Services Specialty RetailSkills
Skilled in: Corporate Strategy, Project Management Office (PMO), Post Merger Integration (PMI), Target Sourcing, Venture and minority investments, Acquihire, Joint Venture, Commercial Due Diligence, Financial Due Diligence, Vendor Due Diligence, Contractual Agreements, M&A Negotiations, Financial Planning & Analysis (FP&A), Value Creation & Enhancement, Sell-side M&A, Corporate Development, Buy-Side M&A
Technical Skills: Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Capital IQ
Languages: German, English
Work Experience
Graf & Company Consulting, Munich (Germany)
Freelancer
●1/6/2021
- Now
• Management of end to end M&A deals • Strategic advisory (e.g. company strategy, business development) • Pre-deal screening to identify potential investment opportunities • Development of business plans and illustration in financial models and presentations • Company valuation and financial modeling • Preparation of investor documents (e.g. teaser, information memorandum, pitch deck) • Due diligence management (buy side, sell side, IPO) • Preparation and negotiation of legal documents (e.g. SPA, non-binding/binding offer, NDA) • Post-merger integration -> Deal Book (selected key projects): 1. Commercial Due Diligence (project lead) with regard to the acquisition of an online learning platform by a strategic investor (knowledge industry) 2. Commercial Due Diligence (incl. Digital DD) (project lead) with regard to the acquisition of an online platform by a private equity firm (Online Platforms) 3. Digital Due Diligence (project lead) with regard to the acquisition of two online web shops by a private equity firm (Healthcare) 4. Commercial Due Diligence (incl. Tech DD) (project lead) with regard to the acquisition of a software development company by a private equity firm (Software) 5. Commercial Due Diligence (incl. Digital DD) (project lead) with regard to the acquisition of an online and offline learning platform by a strategic investor (knowledge industry) 6. Market & competitive landscape for an investment process of a Renewable Energy Start-up (Electric Vehicle Charging and Solar (Manufacturing & Software)) 7. Commercial Due Diligence (project lead) with regard to the acquisition of a food production company by a private equity firm (Food) 8. Commercial Due Diligence (project lead) with regard to the acquisition of a manufacturer in the wellness industry by a private equity firm (Manufacturing) 9. Commercial Due Diligence (project lead) with regard to the acquisition of a food production company by a private equity firm (Food) -> Strategy projects/ further projects: 1. Pre-deal screening (project lead) in the financial services sector (incl. Fintech) for a private equity firm to identify potential investment opportunities 2. Strategy project (project lead) for a large US corporate with regard to the strategic development of a major business unit (Manufacturing) 3. Research project for a deep tech direct investment arm of a large wealth manager (Technology)
KPMG, Frankfurt (Germany)
Senior Manager - Financial Services Deal Advisory: M&A
●1/5/2019
- 1/3/2020
• Sell-side M&A advisory including preparation of information memorandum, company valuation and due diligence management • Buy-side M&A advisory for strategic investors and private equity firms with a focus on financial services companies and FinTechs • Executive Assistant to Head of Deal Advisory Financial Services • Promoted to Senior Manager in 10/2019 -> Deal Book: 1. M&A sell-side lead advisory to Oetker Group with regard to the sale of Bankhaus Lampe to Hauck & Aufhäuser (Financial Services)
KPMG, Frankfurt (Germany)
Manager - Corporate Development / Corporate M&A
●1/4/2016
- 1/4/2019
• Managed end-to-end cross-service buy-side M&A projects for KPMG Germany including pre-deal phase/ strategic evaluation, negotiation of legal documentation (e.g. SPA, letter of intent, nondisclosure agreement), management and shareholder meetings, company valuation, preparation of management board and supervisory board presentations, due diligence management and post-merger integration • Sectors: digital transformation, data science, enterprise software, financial services, robotic process automation, cyber security, healthcare -> Deal Book: 1. Acquisition of KIANA Systems (Data Science & Software) 2. Acquisition of Conogy (Enterprise Software) 3. Acquisition of Loomans&Matz (Cyber Security) • Advised CEO of KPMG Germany in strategy and business development • Evaluated and negotiated joint ventures, cooperation (e.g. KPMG/Axel Springer hy (Digital Transformation)) and senior hires • Promoted to Manager in 10/2016
KPMG, Munich (Germany)
Assistant Manager - Deal Advisory Financial Services: M&A Valuation
●1/7/2014
- 1/3/2016
• Valuated banks and financial services companies in the context of mergers, acquisitions and initial public offerings • Participated in M&A negotiations with shareholders -> Deal Book: 1. Merger of DZ Bank and WGZ Bank (Financial Services) 2. Acquisition of Deutsche Factoring Bank by Deutsche Leasing and subsequent merger of Deutsche Factoring Bank with Deutsche Leasing subsidiary Universal Factoring (Financial Services) 3. IPO of a mortgage lending institution (Financial Services) 4. Merger of Raiffeisenbank Heinsberg and Heinsberger Volksbank (Financial Services) • Performed goodwill, intangibles and equity investment impairment tests (e.g. Deutsche Bank) • Other transaction-related valuations: 1. Valuation of a private equity portfolio for potential sale (IKB Invest) 2. Valuation of a real estate loan portfolio (Goldman Sachs Realty Management)
Deloitte, Munich (Germany)
Professional - Audit Financial Services
●1/4/2013
- 1/6/2014
• Financial audit of the investment banking department of UniCredit Bank with a focus on financial statement analysis, accounting issues, company structures, processes and internal controls
Bank Vontobel, Zurich (Switzerland)
Intern/Trainee - Investment Banking: Sell-side Equity Research
●1/11/2012
- 1/3/2013
• Assisted senior analysts in financial modeling, corporate valuations and quantitative data analyses • Supported the banking sector analyst in research activities and investment recommendations (coverage: UBS, Credit Suisse, EFG International, EFG Financial Products, Partners Group, VZ Holding, Züricher Kantonalbank) • Participated in meetings and calls with external senior management and institutional investors
UBS, Zurich (Switzerland)
Intern - Wealth Management: Buy-side Equity Research
●1/4/2011
- 1/9/2011
• Assisted in corporate valuations, quantitative data analyses and research projects • participated in meetings with external senior management and sell-side analysts • responsible for the international equity publication “UBS equity compass” input and production wise
BNP Paribas, Frankfurt (Germany)
Intern - Investment Banking: Derivatives Sales
●1/3/2010
- 1/9/2010
• Supported the product managers with the basic structuring and the emission of financial derivatives • Provided in-depth product advisory services to retail customers • Attended trade shows • Maintained the German and Austrian website • Created market analyses and comparative studies
Education
Strathclyde Business School
Finance
●1/9/2011
- 1/9/2012
Core modules: Corporate Finance, Financial Statement Analysis, Fixed Income Analysis, Equity Analysis, Portfolio Management
European School of Finance (ESF)
International Finance
●1/9/2007
- 1/2/2011
Core modules: Corporate Finance, Bond Analysis, Stock Analysis, Financial Modeling, Portfolio Theory, Derivatives, Statistics
Fullerton Business School
International Finance
●1/8/2008
- 1/5/2009
Core modules: Corporate Finance, Bond Analysis, Stock Analysis, Financial Modeling, Portfolio Theory, Derivatives, Statistics
Licenses / Certificates
EACVA
CVA (Certified Valuation Analyst)
●1/4/2018
CFA Institute
CFA
●1/8/2015
OMMAX - Digital Solutions
Strategic advisor for 'OMMAX - Digital Solutions'
●1/8/2021
Munich Strategy
Munich Strategy Fellow Consultant
●1/7/2021
Evolution Immobilien
Transaction advisor
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