George Karam, CFA and CAIA, Finance Expert in New York, NY, United States
George Karam, CFA and CAIA

Finance Expert in New York, NY, United States

Member since August 6, 2019
George is an accomplished financial advisor on business valuations, corporate finance, capital funding, mergers, acquisitions, and divestitures. With over 15 years of investment banking experience in the US, Europe, and South America—covering technology, financial services, renewable energy, healthcare, industrial, and real investments. George also has CFA and CAIA designations and an MBA from the MIT Sloan School of Mgmt. A Brazilian national, he conducts business in English and Portuguese.
George is now available for hire

Career Highlights


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Case studies



  • 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.
    • Was responsible for overseeing 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)
  • CFO

    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
  • Principal

    2006 - 2013
    Galles Investimentos
    • Co‐founded the firm and co‐led business development initiatives and oversaw operations.
    • Worked with clients to provide financial advisory and access to capital markets. Also responsible for developing and overseeing 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, Brazil’s largest furniture exporter, from Ashley Furniture Industries and subsequently exited the investment.
    Focus areas: Private Equity, Asset Management, Restructuring, Valuation Modeling, Capital Raising, Mergers & Acquisitions (M&A)
  • Associate

    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 Buyouts, Merges & Acquisitions


  • Master of Business Administration (MBA) degree in Finance
    2012 - 2014
    MIT Sloan School of Management - Cambridge, MA, USA
  • Bachelor of Business Administration degree in Public Administration
    1999 - 2002
    Fundação Getulio Vargas - São Paulo, Brazil


  • Series 63 — Uniform Securities Agent
    JULY 2018 - PRESENT
    NASAA | North American Securities Administrators Association, Inc.
  • Series 79 — Investment Banking Representative
    JULY 2017 - PRESENT
    FINRA | Financial Industry Regulatory Authority, Inc.
  • CFA (Chartered Financial Analyst)
    CFA Institute
  • CAIA (Chartered Alternative Investment Analyst)
    CAIA Association

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