Fabian Graf CFA CVA

Selbstständig, CEO, Graf & Company Consulting

Abschluss: Master of Science (with Distinction), Strathclyde Business School (Glasgow)

Dresden, Deutschland

Über mich

Experienced leader with a strong background in M&A, Corporate Development and Investment Banking advising start-ups, corporations and consulting firms with a sector focus on technology & software, digital transformation, digital platforms, financial services and renewable energy. Strong organisational and communication skills, a strategic and analytical mindset and a commitment to excellence. Open and energetic personality - ready to deliver exceptional performance.

Fähigkeiten und Kenntnisse

Chartered Financial Analyst (CFA)
Certified Valuation Analyst (CVA)
M&A
competent knowledge of financial markets/banking s
Corporate Development
sell-side and buy-side equity research
CIB derivatives (certificates/leverage products)
financial audit banking sector (Investment Banking
consulting
factoring sales
international study and work experience in the fin
Australia
United Kingdom
Germany and Switzerland
bilingualism in German and English
commitment
ambition
flexibilty

Werdegang

Berufserfahrung von Fabian Graf CFA CVA

  • Bis heute 3 Jahre, seit Juni 2021

    CEO

    Graf & Company Consulting

    M&A and strategic advisory for start-ups, corporations & consulting firms with a sector focus on technology & software, digital transformation, financial services and renewable energy -> Deal Book: Market & competitive landscape for an investment process of a Renewable Energy Start-up (Electric Vehicle Charging and Solar (Manufacturing & Software))

  • 6 Monate, Okt. 2019 - März 2020

    Senior Manager - Deal Advisory Financial Services: M&A

    KPMG AG, Frankfurt am Main

    - Sell-side and buy-side M&A advisory for financial services sector (Banks, Private Equity, FinTech) -> Deal Book: M&A sell-side advisory to Oetker Group with regard to the sale of Bankhaus Lampe to Hauck & Aufhäuser - Executive Assistant to Head of Deal Advisory Financial Services

  • 5 Monate, Mai 2019 - Sep. 2019

    Manager - Deal Advisory Financial Services: M&A

    KPMG AG, Frankfurt am Main

    - Sell-side and buy-side M&A advisory for financial services sector (Banks, Private Equity, FinTech) -> Deal Book: M&A sell-side advisory to Oetker Group with regard to the sale of Bankhaus Lampe to Hauck & Aufhäuser - Executive Assistant to Head of Deal Advisory Financial Services

  • 2 Jahre und 7 Monate, Okt. 2016 - Apr. 2019

    Manager - Corporate Development (Corporate M&A and Corporate Strategy)

    KPMG AG, Frankfurt am Main

    - Buy-side M&A Projects: -> Deal Book: 1. Acquisition of KIANA Systems (Data Science) 2. Acquisition of Conogy (Business Intelligence and Data Science) 3. Acquisition of Loomans&Matz (Cyber Security) - Strategic Advisory for CEO of KPMG Germany - Joint Ventures - Cooperations (e.g. Axel Springer hy) - Senior Hires - Internal Business Cases

  • 6 Monate, Apr. 2016 - Sep. 2016

    Assistant Manager - Corporate Development (Corporate M&A and Corporate Strategy)

    KPMG AG, Frankfurt am Main

    - Buy-side M&A Projects: -> Deal Book: 1. Acquisition of KIANA Systems (Data Science) 2. Acquisition of Conogy (Business Intelligence and Data Science) 3. Acquisition of Loomans&Matz (Cyber Security) - Strategic Advisory for CEO of KPMG Germany - Joint Ventures - Cooperations (e.g. Axel Springer hy) - Senior Hires - Internal Business Cases

  • 1 Jahr und 9 Monate, Juli 2014 - März 2016

    Assistant Manager - Deal Advisory Financial Services: M&A valuation

    KPMG AG, München

    - Transaction related valuations: -> Deal Book: 1. Merger of DZ Bank and WGZ Bank 2. Merger of Deutsche Factoring Bank and Universal Factoring 3. IPO of a mortgage lending institution 4. Sale of private equity portfolio for IKB Invest 5. Merger of Raiffeisenbank Heinsberg and Heinsberger Volksbank - Impairment tests for Deutsche Bank - Asset and portfolio valuations for Goldman Sachs Realty Management - Financial modelling

  • 1 Jahr und 3 Monate, Apr. 2013 - Juni 2014

    Professional - Audit Financial Services

    Deloitte & Touche GmbH

    - 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

  • 5 Monate, Nov. 2012 - März 2013

    Intern - Investment Banking: Sell-side Equity Research

    Bank Vontobel AG

    - 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

  • 6 Monate, Apr. 2011 - Sep. 2011

    Intern - Wealth Management: Buy-side Equity Research

    UBS AG

    - 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

  • 7 Monate, März 2010 - Sep. 2010

    Intern - Investment Banking: Derivatives Sales

    BNP Paribas S.A.

    - 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

  • 4 Monate, Juni 2009 - Sep. 2009

    Consultant/ Project Manager/ Sales Assistant - Factoring

    factoring.plus.AG/ financial.service.plus GmbH & Co. KG

    Corporate consultant/ Factoring Sales: - responsible for a project regarding the structural reorganization of the company - assisted in consulting services - created corporate valuations

  • 4 Monate, Juni 2007 - Sep. 2007

    Working Student - Product Control

    Qimonda AG

  • 3 Monate, Juli 2005 - Sep. 2005

    Working Student - Product Control

    Infineon Technologies AG

Ausbildung von Fabian Graf CFA CVA

  • 1 Jahr und 1 Monat, Sep. 2011 - Sep. 2012

    Finance

    Strathclyde Business School (Glasgow)

  • 10 Monate, Aug. 2008 - Mai 2009

    International Finance

    Fullerton Business School (Los Angeles)

  • 3 Jahre und 7 Monate, Sep. 2007 - März 2011

    International Finance

    European School of Finance (ESF)

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Grundlagen

Interessen

financial markets
travelling
football
surfing
reading
trading

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