About Us
About Us
ICONIA PARTNERS is a capital advisory firm that specialises in mergers and acquisitions and capital raising. ICONIA was founded on the belief that the capital markets is traditionally a slow-moving industry, and we have the ambition to change that forever. Our team is comprised of senior investment banking professionals who have decades of experience and have executed hundreds of transactions in their respective careers totaling billions of dollars.
ICONIA PARTNERS is a capital advisory firm that specialises in mergers and acquisitions and capital raising. ICONIA was founded on the belief that the capital markets is traditionally a slow-moving industry, and we have the ambition to change that forever. Our team is comprised of senior investment banking professionals who have decades of experience and have executed hundreds of transactions in their respective careers totaling billions of dollars.
Our Core Values, Principles, and Mental Frameworks
First Principles Thinking
We break down complexity into fundamental truths, allowing us to rebuild solutions from the ground up with clarity and precision. By approaching every challenge without assumptions, we uncover insights that others overlook and design strategies that are rational, rigorous, and structurally sound.
First Principles Thinking
We break down complexity into fundamental truths, allowing us to rebuild solutions from the ground up with clarity and precision. By approaching every challenge without assumptions, we uncover insights that others overlook and design strategies that are rational, rigorous, and structurally sound.
First Principles Thinking
We break down complexity into fundamental truths, allowing us to rebuild solutions from the ground up with clarity and precision. By approaching every challenge without assumptions, we uncover insights that others overlook and design strategies that are rational, rigorous, and structurally sound.
"Invert, invert, always invert" – Charlie Munger
We embrace inversion and unconventional thinking to unlock opportunities others miss. Whether analysing markets, structuring deals, or designing investor outreach, we constantly challenge defaults and examine problems from multiple angles. Innovation, adaptability, and forward-looking strategy are at the centre of our process – ensuring our clients benefit from a competitive edge in increasingly complex markets.
"Invert, invert, always invert" – Charlie Munger
We embrace inversion and unconventional thinking to unlock opportunities others miss. Whether analysing markets, structuring deals, or designing investor outreach, we constantly challenge defaults and examine problems from multiple angles. Innovation, adaptability, and forward-looking strategy are at the centre of our process – ensuring our clients benefit from a competitive edge in increasingly complex markets.
"Invert, invert, always invert" – Charlie Munger
We embrace inversion and unconventional thinking to unlock opportunities others miss. Whether analysing markets, structuring deals, or designing investor outreach, we constantly challenge defaults and examine problems from multiple angles. Innovation, adaptability, and forward-looking strategy are at the centre of our process – ensuring our clients benefit from a competitive edge in increasingly complex markets.
Integrity & Verity
Integrity is non-negotiable. We operate with transparency, honesty, and truth at every stage of the engagement – even when doing so is difficult or means walking away from a mandate. Our clients, investors, and partners trust us because our recommendations are objective, our intentions are clear, and our actions are aligned with the highest ethical standards.
Integrity & Verity
Integrity is non-negotiable. We operate with transparency, honesty, and truth at every stage of the engagement – even when doing so is difficult or means walking away from a mandate. Our clients, investors, and partners trust us because our recommendations are objective, our intentions are clear, and our actions are aligned with the highest ethical standards.
Integrity & Verity
Integrity is non-negotiable. We operate with transparency, honesty, and truth at every stage of the engagement – even when doing so is difficult or means walking away from a mandate. Our clients, investors, and partners trust us because our recommendations are objective, our intentions are clear, and our actions are aligned with the highest ethical standards.
Humility in Leadership
Humility is the foundation of strong judgment. We recognise our own limitations, value the expertise of others, and approach every engagement with curiosity and respect. Continuous learning, skill development, openness to feedback, and adaptability enable us to elevate our work and stay ahead of industry shifts.
Humility in Leadership
Humility is the foundation of strong judgment. We recognise our own limitations, value the expertise of others, and approach every engagement with curiosity and respect. Continuous learning, skill development, openness to feedback, and adaptability enable us to elevate our work and stay ahead of industry shifts.
Humility in Leadership
Humility is the foundation of strong judgment. We recognise our own limitations, value the expertise of others, and approach every engagement with curiosity and respect. Continuous learning, skill development, openness to feedback, and adaptability enable us to elevate our work and stay ahead of industry shifts.
Client-centric Approach
Our clients’ objectives drive every decision we make. We operate with stewardship – placing client interests before our own and providing advice grounded solely in what maximises their long-term success. Even when recommendations conflict with short-term incentives, we prioritise what is right, not what is convenient.
Client-centric Approach
Our clients’ objectives drive every decision we make. We operate with stewardship – placing client interests before our own and providing advice grounded solely in what maximises their long-term success. Even when recommendations conflict with short-term incentives, we prioritise what is right, not what is convenient.
Client-centric Approach
Our clients’ objectives drive every decision we make. We operate with stewardship – placing client interests before our own and providing advice grounded solely in what maximises their long-term success. Even when recommendations conflict with short-term incentives, we prioritise what is right, not what is convenient.
Long-Term Value Creation
We think beyond transactions. Our work is focused on building enduring value – for clients preparing for exit, companies raising capital, businesses we acquire or invest in, and for our personal family's wealth creation. We evaluate decisions through the lens of long-term impact, sustainability, and strategic alignment, not short-term convenience.
Long-Term Value Creation
We think beyond transactions. Our work is focused on building enduring value – for clients preparing for exit, companies raising capital, businesses we acquire or invest in, and for our personal family's wealth creation. We evaluate decisions through the lens of long-term impact, sustainability, and strategic alignment, not short-term convenience.
Long-Term Value Creation
We think beyond transactions. Our work is focused on building enduring value – for clients preparing for exit, companies raising capital, businesses we acquire or invest in, and for our personal family's wealth creation. We evaluate decisions through the lens of long-term impact, sustainability, and strategic alignment, not short-term convenience.



Our Core Profile

Managing Director
Charlie Carroll

Managing Director
Charlie Carroll

Managing Director
Charlie Carroll

Managing Director & Operating Partner
Jimmy Palacios

Managing Director & Operating Partner
Jimmy Palacios

Managing Director & Operating Partner
Jimmy Palacios

Managing Director
Matthew Carpenter

Managing Director
Matthew Carpenter

Managing Director
Matthew Carpenter

Senior M&A Advisor
Bobby Blumenfeld

Senior M&A Advisor
Bobby Blumenfeld

Senior M&A Advisor
Bobby Blumenfeld

Head of Operations & Finance
Argyri Poblete

Head of Operations & Finance
Argyri Poblete

Head of Operations & Finance
Argyri Poblete

Strategic Advisor – Infrastructure & Energy
David Velikonja

Strategic Advisor – Infrastructure & Energy
David Velikonja

Strategic Advisor – Infrastructure & Energy
David Velikonja

Advisor – Private Credit & Real Estate
Jimmy Tsang

Advisor – Private Credit & Real Estate
Jimmy Tsang

Advisor – Private Credit & Real Estate
Jimmy Tsang

Advisor
Adam Gazzaley

Advisor
Adam Gazzaley

Advisor
