George Karam, Finance Expert in New York, United States
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George Karam

Verified Expert  in Finance

Finance Expert

New York, United States
Toptal Member Since
May 29, 2020

George is an advisor on valuations, corporate finance, strategy, funding, and M&A. He has over 15 years of international investment banking experience across various industries, deep knowledge of global markets, and unique analytical skills. He is a skilled financial modeler and excels in providing strategic and transaction advisory. George is a Chartered Financial Analyst and Chartered Alternative Investment Analyst with an MBA from MIT Sloan School. He is a dual national of the USA and Brazil.

Career Highlights

Financial Advisor
Financial Advisory
Vice President
Fredericks Michael & Co.
Galles Investimentos

Education Highlights

Certification Highlights

Case Studies

Work Experience

Financial Advisor

2020 - PRESENT
Financial Advisory
  • Acted as s senior advisor to São José Finanças, a Brazil-based advisory firm specializing in equity capital raise and sell-side M&A transactions.
  • Took on the partner role at NextRound Partners, a US-based consulting firm for venture-backed companies in financial and strategic planning and capital raises.
  • Acted as a senior advisor to 100Ventures, LLC, providing strategy consulting, financial planning and analysis, and business planning services.
Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Finance Strategy, Strategy

Vice President

2015 - 2019
Fredericks Michael & Co.
  • Managed 19 deals, including sell‐side and buy‐side mergers and acquisitions and debt and equity financings.
  • Evaluated and advised on complex deal structures involving tax benefits, leveraged businesses, bankruptcy processes, and novelty financial derivates and earn‐out structures.
  • Oversaw the development of complex valuation and leveraged buyout models containing intricate tax and payout structures.
  • Provided oversight of due diligence processes—working closely with clients and third‐party advisors from inception to resolution.
Focus areas: Equity Financing, Debt Financing, M&A (Buy-side), M&A (Sell-side), Fundraising, Mergers & Acquisitions (M&A), Market Research, SaaS


2014 - 2015
Bonzer, Inc.
  • Worked for a technology startup co‐founded by MIT graduates. The enterprise’s objective is to provide an innovative oneway electric car-sharing service for the greater Boston area as a green urban mobility solution for commuters.
  • Developed the initial business plan by studying alternative operational solutions, and building the financial model.
  • Identified potential sources of capital, developed partnerships with public and private entities, and dealt with everyday administrative and legal matters.
Focus areas: Financial Modeling, Capital Raising, Business Planning


2006 - 2013
Galles Investimentos
  • Co‐founded the firm and co‐led business development initiatives.
  • Worked with clients to provide financial advisory and access to capital markets. Developed and oversaw a staff of highly qualified associates and financial analysts.
  • Co‐launched investment management business, Galleas Asset Management, overseeing a team of equity analysts, reaching an AUM of $57 million, and spinning off the business within two years after a more than 100% ROI.
  • Spearheaded Galleas' leveraged buyout of Intercontinental Furniture, Latin America's largest furniture exporter.
Focus areas: Private Equity, Asset Management, Restructuring, Valuation Modeling, Capital Raising, Mergers & Acquisitions (M&A)


2004 - 2006
Invixx Capital Partners
  • Advised and managed the execution of 20 M&A, turnaround, and leveraged buyout deals, totaling more than US $3 billion in valuation.
  • Built highly complex valuation and leveraged buyout models containing intricate tax, capital, and payout structures.
  • Instrumental in the completion of transactions through the skillful management of cross-functional projects and diverse teams with competing priorities.
  • Instrumental in winning buy-side and restructuring mandates ranging from US $200 million to US $1.3 billion in scope for clients and assets across Latin America, Europe, and Asia.
Focus areas: Turnaround, Leveraged Buyout (LBO), Mergers & Acquisitions (M&A)

Financial Analyst

2001 - 2003
  • Analyzed and advised on acquisitions and divestitures at the Group Strategy and Venture division.
  • Adapted and implemented the global risk analysis tool for the local treasury center.
  • Tracked and analyzed emerging market credit portfolio held by ABB Export Bank.
Focus areas: Mergers & Acquisitions (M&A), Divestitures, Portfolio Analytics, Corporate Treasury

Credit Analyst

2000 - 2001
  • Analyzed financial statements for a portfolio of corporate clients in the petrochemical, pulp and paper, and metals and mining industries.
  • Conducted risk analysis and credit scoring for a portfolio of corporate clients in the petrochemical, pulp and paper, and metals and mining industries.
  • Created company information reports for a portfolio of corporate clients in the petrochemical, pulp and paper, and metals and mining industries.
Focus areas: Financial Analysis, Credit Risk
2012 - 2014

Master of Business Administration (MBA) Degree in Finance

MIT Sloan School of Management - Cambridge, MA, USA

1999 - 2003

Bachelor of Business Administration Degree in Public Administration

Fundação Getulio Vargas - São Paulo, Brazil


AFP Membership

AFP Association for Financial Professionals


FinTech: Foundations, Payments, and Regulations

Wharton Online Program | Via Coursera

JULY 2018 - OCTOBER 2021

Series 63 — Uniform Securities Agent

NASAA | North American Securities Administrators Association, Inc.

JULY 2017 - OCTOBER 2021

Series 79 — Investment Banking Representative

FINRA | Financial Industry Regulatory Authority, Inc.


Data Science for Finance



Bank & FIG Modeling

Wall Street Prep


Certified Financial Modeling & Valuation Analyst (FMVA)

Corporate Finance Institute CFI


CFA (Chartered Financial Analyst)

CFA Institute


CAIA (Chartered Alternative Investment Analyst)

CAIA Association

Collaboration That Works

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