Karan Malhotra

ASSOCIATE

Karan is an Associate with Merchant, supporting underwriting and portfolio management for Merchant Wealth Partners.

Prior to joining Merchant, Karan was an Investment Banking Analyst at the Bank of Montreal in its Financial Institutions Group (FIG), covering RIAs, Insurance Brokers, & Carriers. His responsibilities included sell-side and buy-side M&A advisory, equity & debt financing, valuation, and strategic advisory engagements.

He graduated from Rutgers Business School – New Brunswick in 2021 with a B.S. in Finance.