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.

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Our Core Profile

Team Member

Managing Director

Charlie Carroll

Team Member

Managing Director

Charlie Carroll

Team Member

Managing Director

Charlie Carroll

Team Member

Managing Director & Operating Partner

Jimmy Palacios

Team Member

Managing Director & Operating Partner

Jimmy Palacios

Team Member

Managing Director & Operating Partner

Jimmy Palacios

Team Member

Managing Director

Matthew Carpenter

Team Member

Managing Director

Matthew Carpenter

Team Member

Managing Director

Matthew Carpenter

Team Member

Senior M&A Advisor

Bobby Blumenfeld

Team Member

Senior M&A Advisor

Bobby Blumenfeld

Team Member

Senior M&A Advisor

Bobby Blumenfeld

Team Member

Head of Operations & Finance

Argyri Poblete

Team Member

Head of Operations & Finance

Argyri Poblete

Team Member

Head of Operations & Finance

Argyri Poblete

Team Member

Strategic Advisor – Infrastructure & Energy

David Velikonja

Team Member

Strategic Advisor – Infrastructure & Energy

David Velikonja

Team Member

Strategic Advisor – Infrastructure & Energy

David Velikonja

Team Member

Advisor – Private Credit & Real Estate

Jimmy Tsang

Team Member

Advisor – Private Credit & Real Estate

Jimmy Tsang

Team Member

Advisor – Private Credit & Real Estate

Jimmy Tsang

Team Member

Advisor

Adam Gazzaley

Team Member

Advisor

Adam Gazzaley

Team Member

Advisor

Adam Gazzaley

Let's build something great together

North Quay, 4000, QLD, Australia.

@2025 ICONIA PARTNERS, All Rights Reserved

Let's build something great together

North Quay, 4000, QLD, Australia.

@2025 ICONIA PARTNERS, All Rights Reserved

Let's build something great together

North Quay, 4000, QLD, Australia.

@2025 ICONIA PARTNERS, All Rights Reserved