Fabian Julius Kozam

fabian julius kozam

Managing Director at FJK Investment & Consulting

Germany

Bio Summary

I am a consultant, entrepeneur and investor. Native Austrian and based in Berlin, Germany I have a strong network in Germany/Austria/Switzerland in startups and corporates and advise clients with focus on strategy, business development, B2B sales, M&A and project management. Additionally I develop own ventures and invest in companies with a partner from Switzerland.

Employment History

FJK Investment & Consulting

Managing Director

FJK Investment & Consulting

September 2017 - present

Berlin, Germany

• Advising clients with focus on strategy, business development, B2B sales, M&A and project management • Developing own ventures and acquiring companies, amongst others together with a Swiss Family Office: target search, ...see more

AvenDATA Technologies

Co-Founder / Managing Director

AvenDATA Technologies

September 2017 - October 2019

Berlin, Germany

• Co-founded a near- and offshore agile software development business with development centers in Mumbai (India) and Budapest (Hungary) • Managed all business units with up to 30 employees in software development, sales ...see more

Freelancer / Consultant

October 2016 - July 2017

• Advised start-up companies on business ideas and expansion plans • Developed a business plan for a SaaS solution in the travel industry • Supported a Russian FinTech company with the expansion into Western European ...see more

KPMG

Manager

KPMG

August 2014 - September 2016

Berlin, Deutschland

• Worked as a project manager in major projects of the KPMG units Deal Advisory and Strategy & Operations • Took a leading role in the central project management office for a spin-off and IPO preparation in the energy ...see more

CTG

Senior Associate & Manager

CTG

February 2013 - July 2014

Berlin, Deutschland

• Managed the spin-off of three operational divisions of a trans-regional grid company and prepared the integration of these divisions into regional grid companies as an operational project lead • Worked on several bench ...see more

zeb

Consultant & Senior Consultant

zeb

February 2010 - December 2012

Berlin, Deutschland

•Advised financial institutions of various sizes on mergers, reorganization, transformation and strategy •Took the responsibility for the project management office in several large-scale projects

VK

Freelancer / Manager

VK

July 2009 - December 2009

Berlin, Deutschland

Developed and managed a German version of the social network VKontakte.ru/ VK.com, the most popular social network in Russia and Ukraine with more than 100 million users

CTG Corporate Transformation Group

Associate

CTG Corporate Transformation Group

October 2008 - June 2009

Berlin, Deutschland

• Worked on consulting projects in the utilities and telecommunications industry • Established new business relationships to Austrian energy companies through own network

Selected Project Experience

Project Description:
Fundraising support for European Pre-Seed and Seed Fund targeting EUR 60m

Industry: Venture Capital

Topic(s): Fundraising


Project Description:
Business development and B2B sales for Austrian company expanding to Germany by identifying potential clients, making intros and doing sales pitches

Industry: Security & Cybersecurity

Topic(s): Business Development, Market Entry, Business Expansion


Project Description:
Market analysis for a German stock and crypto exchange, drafting of a strategy paper, development of a business plan for a new entity and comprehensive project management for the preparation of a regulatory permission application

Industry: Financial Services

Topic(s): Market Analysis, Strategic Roadmaps, Financial Regulations, Business Planning, Project Management Office (PMO)


Project Description:
Acquisition of automotive logistics platform, reorganization of company, development of business plan, definition of new business strategy and target customers, optimization of sales channels and tech stack, set up new management

Industry: Transportation & Logistics

Topic(s): Merger & Acquisitions, Business Strategy, Business Planning, Sales Strategy


Project Description:
Development and analysis of strategic options regarding customer groups and geographical markets for a German Factoring FinTech

Industry: FinTech

Topic(s): Business Strategies, Business Development, Market Analysis


Project Description:
Analysis of B2B sales organisation and development of strategic measures for reorganisation and optimization of B2B sales for a provider of renewable energies

Industry: Renewables

Topic(s): Sales Strategy, Business-to-Business (B2B) Sales, Sales Optimization, Sales Process


Project Description:
Set up of a lead generation platform for construction businesses, management, organization and business development/sales

Industry: Real Estate & Construction

Topic(s): Lead Generation, Business Development, Sales


Project Description:
Preparation of M&A deals with Swiss Family Office including target identification, research, due diligence, negotiations

Industry: Private Equity

Topic(s): Due Diligence, Acquisition Due Diligence, Business Acquisition, Strategic Negotiations, Price Negotiation


Project Description:
Development of a business plan for a SaaS-startup in the travel industry

Industry: Travel & Tourism

Topic(s): Business Planning


Project Description:
Market entry analysis Germany for Eastern European fintech and identification of possible customersware

Industry: FinTech

Topic(s): Market Entry, Market Analysis, International Business Strategy


Project Description:
Project management for tendering facility management services for the real estate portfolio of the largest German telecom with a contract volume EUR >500 m/year; management of all workstreams and the tendering process

Industry: Real Estate

Topic(s): Tender Offer, Project Management


Project Description:
Central project management office for a spin-off and IPO preparation in the German energy and utilities industry with several hundred project members and EUR >100 bn. revenue , including coordination and monitoring of all workstreams, alignment with external lawyers, investment banks and consultants, preparation and moderation of major project meetings like workstream lead meetings and steering committees

Industry: Energy

Topic(s): Project Management Office (PMO), Spin-Offs


Project Description:
Benchmarking of overhead functions of gas utility, including identification of relevant processes, data collection, interviews with management, analysis of benchmarking results and presentation of results to board

Industry: Energy

Topic(s): Benchmarking


Project Description:
Benchmarking and verification of strategic HR planning of German utility, benchmarking of current workforce, moderation of management workshops, verification of planning, presentation of results to project sponsors and works council

Industry: Energy

Topic(s): Benchmarking, Human Resources


Project Description:
Spin-off of three operational divisions of a trans-regional grid company and preparation of the integration of these divisions into regional grid companies as an operational project lead; tasks i.a. development of target organization, allocation of assets and workforce, preparation of balance of interests

Industry: Energy

Topic(s): Spin-Offs, Merger Integration, Asset Allocation, Project Management


Project Description:
Preparation and moderation of workshops to find optimization measures for the construction of electric power grids for regional subsidiaries of a big German utility company, identification and implementation of best practices

Industry: Energy

Topic(s): Benchmarking & Best Practice, Process Optimization


Project Description:
Conclusion of cooperative agreements between a Mobile Value Added Services provider and two Swiss Telecommunication companies

Industry: Telecom

Topic(s): Business Development, Business-to-Business (B2B) Sales


Project Description:
Integration of five organizationally independent entities, including process cost analysis of all entities, definition of new organizational layout and assignment of employees to the new organization

Industry: Telecom

Topic(s): Post Merger Integration, Process Analysis, Organizational Development


Project Description:
Project management office for the workstream Human Resources within a large project to merge the IT-divisions of two major German banks; tasks including analysis of HR data, moderation of workshops, alignment with different stakeholders

Industry: Retail banking

Topic(s): Project Management Office (PMO), Human Resources, Merger & Acquisitions


Project Description:
Project management office and workstream lead within project to outsource market service of savings bank; tasks i.a. moderation of workshops, presentations to project sponsors, alignments with outsourcing partner

Industry: Retail banking

Topic(s): Business Process Outsourcing, Project Management Office (PMO)


Project Description:
Strategic preparation of a merger of three savings banks, including strategy workshops with boards of directors, development of target organizational design, allocation of workforce and assets to target organization

Industry: Retail banking

Topic(s): Merger & Acquisitions, Organizational Design


Project Description:
Development of a comprehensive analysis to assess a possible merger between two cooperative banks

Industry: Retail banking

Topic(s): Merger & Acquisitions, Business Strategy, M&A Strategy & Due Diligence


Project Description:
Valuation of an information technology subsidiary of a savings bank by using different valuation models (discounted cash flow, multiples, etc), interviews with managing directors, presentation of results to board of savings bank

Industry: Technology

Topic(s): Valuation Models, Valuation Using Multiples, Valuation, Business Valuation, Discounted Cash Flow


Project Description:
Drafting optimization measures for the securities sales processes of a major German bank with regard to regulatory changes

Industry: Retail banking

Topic(s): Process Optimization, Securities (Finance), Securities Regulation


Project Description:
Project management office for the evaluation of a new core banking system for a German private bank, including organisation and coordination of >100 use-case-workshops with system providers

Industry: Retail banking

Topic(s): Core Banking, Project Management Office (PMO)


Project Description:
Benchmarking of staff and salaries of the bank management division of a German state bank, including data collection and analysis and interviews with management

Industry: Corporate Banking

Topic(s): Benchmarking, Compensation Benchmarking


Project Description:
Several (M&A) strategy check-ups and benchmarking projects for different German savings and cooperative banks

Industry: Retail banking

Topic(s): M&A Strategy & Due Diligence, Business Strategy


Project Description:
Setup and implementation of price benchmarking for customer services in the utilities industry

Industry: Energy

Topic(s): Benchmarking, Customer Service


Project Description:
Research and identification of best practices for the reorganisation of the group holding company of a major German utility

Industry: Energy

Topic(s): Organizational Development, Benchmarking & Best Practice


Project Description:
Developed and managed the German version of the social network VKontakte.ru/ VK.com, the most popular social network in Russia and Ukraine with more than 100 million users

Industry: Social Networks

Topic(s): Language Translation, Management

Education

Diploma

Universty of Passau

2008

Language Skills

Country Experience

Austria Germany Russian Federation India

Skills

Sales

Business-to-Business (B2B) Sales

Business

Business Development,

Merger & Acquisitions,

Carve-out,

Project Management Office (PMO),

Spin-Offs,

Benchmarking & Best Practice,

M&A Strategy & Due Diligence

Finance

Investments,

Business Valuation

Information Technology

Information Technology Outsourcing

Industry Experience

Energy

Electric Power

Financial Services

Retail banking

Technology

FinTech,

eCommerce (B2B),

Enterprise Software,

Social Networks

Transportation & Logistics

Logistics

Professional Services

Management Consulting

Principal Investors

Private Equity,

Venture Capital

Real Estate & Construction