Investment Banking Discipline.
Entrepreneurial Agility.
Investment Banking Discipline.
Entrepreneurial Agility.
Investment Banking Discipline.
Entrepreneurial Agility.
Investment Banking Discipline.
Entrepreneurial Agility.
Investment Banking Discipline.
Entrepreneurial Agility.
Our team represents the intersection of institutional capital markets expertise with entrepreneurial agility and modern marketing-driven velocity. Our partners and advisors come from the worlds leading investment banks and financial institutions, while also operating companies and family offices themselves. With some of our partners able to make investments directly, we bring a uniquely integrated view on who we want to work with, ensuring each deal is something we would invest in ourselves.
From capital advisory to strategic growth consulting and investor relations, our team's collective experience spans complex transactions, deep sector knowledge, and expansive relationships with institutional investors, family offices, and strategic partners. Our team has structured capital across every layer, every industry, and transaction sizes ranging from <$1M to $3.2B in a single transaction.
Our strength lies not only in the depth of our experience, but in how we apply it — with speed, precision, and an unwavering commitment to execution. Every client we work with benefits from a team that combines the discipline of institutional finance with the agility of modern business. This is the foundation of ICONIA PARTNERS: deep investment banking expertise, entrepreneurial agility, and modern day marketing velocity, delivered by a team built to meet the demands of today’s evolving financial landscape.
Our Team
Our team represents the intersection of institutional capital markets expertise with entrepreneurial agility. Our partners and advisors come from the worlds leading investment banks and financial institutions, while also operating companies and family offices themselves. With some of our partners able to make investments directly, we bring a uniquely integrated view on who we want to work with, ensuring each deal is something we would invest in ourselves.
From capital advisory to strategic growth consulting and investor relations, our team brings experience across complex transactions, deep sector expertise, and extensive relationships with institutional investors, family offices, and strategic partners. Our team has structured capital across the full spectrum — spanning all industries and transaction sizes from <$1M to $3.2B — giving us the capability to deliver solutions at any scale.
Our strength lies not only in the depth of our experience, but in how we apply it — with speed, precision, and an unwavering commitment to execution. Every client we work with benefits from a team that combines the discipline of institutional finance with the agility of modern business. This is the foundation of ICONIA PARTNERS: deep investment banking expertise combined with entrepreneurial agility, delivered by a team built to meet the demands of today’s evolving financial landscape.
Our Team
Charlie Carroll
Founder & Managing Partner
Charlie Carroll
Founder & Managing Partner
Charlie Carroll
Founder & Managing Partner
Charlie Carroll
Founder & Managing Partner
Charlie Carroll is the Founder and Managing Partner of ICONIA PARTNERS, where he focuses exclusively on the firms' strategic vision & capital allocation. He has developed the capital raising system and transaction frameworks establishing a disciplined structure for executing mandates. This structural approach has redefined how our clients connect with capital, and has attracted the attention of leading firms across the globe.
At ICONIA, Charlie is responsible for driving the firm’s strategic direction, cultivating relationships with institutional investors, and overseeing the origination of opportunities across sectors. He works closely with ICONIA’s partners and senior advisors to ensure every mandate is positioned, structured, and executed with institutional rigor.
Charlie’s role reflects a blend of entrepreneurial execution and capital markets strategy — ensuring ICONIA delivers sophisticated advisory solutions while maintaining the agility required to meet the demands of today’s evolving financial landscape.
Charlie Carroll is the Founder and Managing Partner of ICONIA PARTNERS, where he focuses exclusively on the firms' strategic vision & capital allocation. He has developed the capital raising system and transaction frameworks for executing mandates. This structural approach has redefined how our clients connect with capital, and has attracted the attention of leading firms across the globe.
At ICONIA, Charlie is responsible for driving the firm’s strategic direction, cultivating relationships with institutional investors, and overseeing the origination of opportunities across all sectors. He works closely with our partners and advisors to ensure every mandate is positioned, structured, and executed efficiently.
Charlie’s role reflects a blend of entrepreneurial execution and capital markets strategy — ensuring ICONIA delivers sophisticated advisory solutions while maintaining the agility required to meet the demands of today’s evolving financial landscape.
David Velikonja
Operating Partner - Infrastructure & Energy
David Velikonja
Operating Partner - Infrastructure & Energy
David Velikonja
Operating Partner - Infrastructure & Energy
David Velikonja
Operating Partner - Infrastructure & Energy
David Velikonja is an Operating Partner at ICONIA PARTNERS, bringing more than two decades of experience across institutional capital markets. He holds an MBA from the Ivey Business School and began his career with RBC, where he built deep expertise in project finance and complex structured transactions working closely with Canadian Pension Plans.
Over the course of his career, David has cultivated long-standing relationships with major institutional investors, forged through years of direct engagement on both the advisory and investment side. He has advised on multi-billion-dollar financings, including mandates exceeding C$2.7B in equity and debt, with a focus on energy, infrastructure, and real asset strategies.
At ICONIA, David enhances our ability to originate and structure infrastructure and energy financings, expand institutional investor reach, and deliver complex cross-border capital solutions at scale.
David Velikonja is an Operating Partner at ICONIA PARTNERS, bringing more than two decades of experience across institutional capital markets. He holds an MBA from the Ivey Business School and began his career with RBC, where he built deep expertise in project finance and complex structured transactions working closely with Canadian Pension Plans.
Over the course of his career, David has cultivated long-standing relationships with major institutional investors, forged through years of direct engagement on both the advisory and investment side. He has advised on multi-billion-dollar financings, including mandates exceeding C$2.7B in equity and debt, with a focus on energy, infrastructure, and real asset strategies.
At ICONIA, David enhances our ability to originate and structure infrastructure and energy financings, expand institutional investor reach, and deliver complex cross-border capital solutions at scale.
Ziad K. Abdelnour
Partner
Ziad K. Abdelnour
Partner
Ziad K. Abdelnour
Partner
Ziad K. Abdelnour
Partner
Ziad K. Abdelnour is the Founder, President & CEO of Blackhawk Partners, Inc., a private family office focused on originating, structuring, and investing in strategic corporate opportunities worldwide. He is also Co-Founder of OMV Capital LLC, which finances real estate, infrastructure, and project finance assets on a global scale.
With more than 30 years on Wall Street and a track record of backing over 125 companies worth $20B+, Ziad has built a reputation as a rainmaker and strategic advisor, with expertise spanning debt and equity financing, structured investments, and large-scale project finance. He is also the Founder & Chairman of the Financial Policy Council, a 501(c)(3) non-profit connecting business leaders with policymakers, and has held senior advisory roles across multiple industries including security and risk management.
An MBA graduate of the Wharton School of Business (Summa Cum Laude) and author of two best-selling books on finance and entrepreneurship, Ziad has been recognized as one of the 500 most influential CEOs in the world.
At ICONIA PARTNERS, Ziad strengthens our company with institutional credibility, global investor access, and the capacity to directly deploy capital from $15M to $3B.
Ziad K. Abdelnour is the Founder, President & CEO of Blackhawk Partners, Inc., a private family office focused on originating, structuring, and investing in strategic corporate opportunities worldwide. He is also Co-Founder of OMV Capital LLC, which finances real estate, infrastructure, and project finance assets on a global scale.
With more than 30 years on Wall Street and a track record of backing over 125 companies worth $20B+, Ziad has built a reputation as a rainmaker and strategic advisor, with expertise spanning debt and equity financing, structured investments, and large-scale project finance. He is also the Founder & Chairman of the Financial Policy Council, a 501(c)(3) non-profit connecting business leaders with policymakers, and has held senior advisory roles across multiple industries including security and risk management.
An MBA graduate of the Wharton School of Business (Summa Cum Laude) and author of two best-selling books on finance and entrepreneurship, Ziad has been recognized as one of the 500 most influential CEOs in the world.
At ICONIA PARTNERS, Ziad strengthens our company with institutional credibility, global investor access, and the capacity to directly deploy capital from $15M to $3B.
Adam Gazzaley
Advisor
Adam Gazzaley
Advisor
Adam Gazzaley
Advisor
Adam Gazzaley
Advisor
Adam Gazzaley, M.D., Ph.D. is a world-renowned neuroscientist, entrepreneur, and Professor of Neurology at UCSF. He is the Founder of Neuroscape, Co-Founder of Akili Interactive (Nasdaq: AKLI) — the first FDA-cleared prescription video game — and JAZZ Venture Partners, a venture capital firm where he helped raise over US$50M from LPs to back human performance technologies.
With over 190 scientific publications and advisory roles spanning Apple, GE, and Deloitte, Adam brings ICONIA PARTNERS domain expertise at the intersection of science and technology, strengthening our network with investors and innovators in healthcare, biotech, and frontier tech, especially surrounding the Bay Area.
Adam Gazzaley, M.D., Ph.D. is a world-renowned neuroscientist, entrepreneur, and Professor of Neurology at UCSF. He is the Founder of Neuroscape, Co-Founder of Akili Interactive (Nasdaq: AKLI) — the first FDA-cleared prescription video game — and JAZZ Venture Partners, a venture capital firm where he helped raise over US$50M from LPs to back human performance technologies.
With over 190 scientific publications and advisory roles spanning Apple, GE, and Deloitte, Adam brings ICONIA PARTNERS domain expertise at the intersection of science and technology, strengthening our network with investors and innovators in healthcare, biotech, and frontier tech, especially surrounding the Bay Area.
Jimmy Tsang
Advisor
Jimmy Tsang
Advisor
Jimmy Tsang
Advisor
Jimmy Tsang
Advisor
Jimmy Tsang is a Director at Matrix Capital, a private credit and funds management firm, and at Marker Group, an investment and advisory platform with a focus on alternative assets. With an extensive background structuring and syndicating private credit transactions across Australia and Asia, Jimmy brings deep expertise in credit markets and institutional capital formation across the APAC region.
He maintains relationships with over 3,000 SMSFs, a diverse base of Asian investors, and prominent Hong Kong family offices — networks that have been instrumental in supporting transactions across real estate, corporate credit, and alternative investment strategies. Together with his partners, Jimmy helps oversee more than $800M AUM, giving him direct visibility into institutional-grade deal structuring and execution.
At ICONIA PARTNERS, Jimmy advises on credit structuring, lender engagement, and strategic investor positioning, enhancing our ability to deliver sophisticated financing solutions and execute complex mid-market transactions with speed and certainty.
Jimmy Tsang is a Director at Matrix Capital, a private credit and funds management firm, and at Marker Group, an investment and advisory platform with a focus on alternative assets. With an extensive background structuring and syndicating private credit transactions across Australia and Asia, Jimmy brings deep expertise in credit markets and institutional capital formation across the APAC region.
He maintains relationships with over 3,000 SMSFs, a diverse base of Asian investors, and prominent Hong Kong family offices — networks that have been instrumental in supporting transactions across real estate, corporate credit, and alternative investment strategies. Together with his partners, Jimmy helps oversee more than $800M AUM, giving him direct visibility into institutional-grade deal structuring and execution.
At ICONIA PARTNERS, Jimmy advises on credit structuring, lender engagement, and strategic investor positioning, enhancing our ability to deliver sophisticated financing solutions and execute complex mid-market transactions with speed and certainty.
Argyri Poblete
Head of Operations & Finance
Argyri Poblete
Head of Operations & Finance
Argyri Poblete
Head of Operations & Finance
Argyri Poblete
Head of Operations & Finance
Argyri Poblete serves as Head of Operations & Finance at ICONIA PARTNERS, where he oversees the firm’s internal infrastructure, compliance, and executional processes. With a background in finance and regulatory compliance, including prior roles at the Australian Tax Office, Argyri ensures every engagement is delivered with speed, precision, and integrity.
He is responsible for streamlining ICONIA’s workflows behind the scenes — managing the systems, processes, and partnerships that enable the firm to scale globally. Through disciplined process management and a solutions-oriented mindset, Argyri strengthens ICONIA’s ability to execute transactions and provides both issuers and investors with the confidence of institutional-grade delivery.
Argyri Poblete serves as Head of Operations & Finance at ICONIA PARTNERS, where he oversees the firm’s internal infrastructure, compliance, and executional processes. With a background in finance and regulatory compliance, including prior roles at the Australian Tax Office, Argyri ensures every engagement is delivered with speed, precision, and integrity.
He is responsible for streamlining ICONIA’s workflows behind the scenes — managing the systems, processes, and partnerships that enable the firm to scale globally. Through disciplined process management and a solutions-oriented mindset, Argyri strengthens ICONIA’s ability to execute transactions and provides both issuers and investors with the confidence of institutional-grade delivery.
Charlie Carroll
Founder & Managing Partner
Charlie Carroll
Founder & Managing Partner
Charlie Carroll is the Founder and Managing Partner of ICONIA PARTNERS, where he focuses exclusively on the firms' strategic vision & capital allocation. He has developed the capital raising system and transaction frameworks establishing a disciplined structure for executing mandates. This structural approach has redefined how our clients connect with capital, and has attracted the attention of leading firms across the globe.
At ICONIA, Charlie is responsible for driving the firm’s strategic direction, cultivating relationships with institutional investors, and overseeing the origination of opportunities across sectors. He works closely with ICONIA’s partners and senior advisors to ensure every mandate is positioned, structured, and executed with institutional rigor.
Charlie’s role reflects a blend of entrepreneurial execution and capital markets strategy — ensuring ICONIA delivers sophisticated advisory solutions while maintaining the agility required to meet the demands of today’s evolving financial landscape.
David Velikonja
Operating Partner - Infrastructure & Energy
David Velikonja
Operating Partner - Infrastructure & Energy
David Velikonja is an Operating Partner at ICONIA PARTNERS, bringing more than two decades of experience across institutional capital markets. He holds an MBA from the Ivey Business School and began his career with RBC, where he built deep expertise in project finance and complex structured transactions working closely with Canadian Pension Plans.
Over the course of his career, David has cultivated long-standing relationships with major institutional investors, forged through years of direct engagement on both the advisory and investment side. He has advised on multi-billion-dollar financings, including mandates exceeding C$2.7B in equity and debt, with a focus on energy, infrastructure, and real asset strategies.
At ICONIA, David enhances our ability to originate and structure infrastructure and energy financings, expand institutional investor reach, and deliver complex cross-border capital solutions at scale.
Ziad K. Abdelnour
Partner
Ziad K. Abdelnour
Partner
Ziad K. Abdelnour is the Founder, President & CEO of Blackhawk Partners, Inc., a private family office focused on originating, structuring, and investing in strategic corporate opportunities worldwide. He is also Co-Founder of OMV Capital LLC, which finances real estate, infrastructure, and project finance assets on a global scale.
With more than 30 years on Wall Street and a track record of backing over 125 companies worth $20B+, Ziad has built a reputation as a rainmaker and strategic advisor, with expertise spanning debt and equity financing, structured investments, and large-scale project finance. He is also the Founder & Chairman of the Financial Policy Council, a 501(c)(3) non-profit connecting business leaders with policymakers, and has held senior advisory roles across multiple industries including security and risk management.
An MBA graduate of the Wharton School of Business (Summa Cum Laude) and author of two best-selling books on finance and entrepreneurship, Ziad has been recognized as one of the 500 most influential CEOs in the world.
At ICONIA PARTNERS, Ziad strengthens our company with institutional credibility, global investor access, and the capacity to directly deploy capital from $15M to $3B.
Adam Gazzaley
Advisor
Adam Gazzaley
Advisor
Adam Gazzaley, M.D., Ph.D. is a world-renowned neuroscientist, entrepreneur, and Professor of Neurology at UCSF. He is the Founder of Neuroscape, Co-Founder of Akili Interactive (Nasdaq: AKLI) — the first FDA-cleared prescription video game — and JAZZ Venture Partners, a venture capital firm where he helped raise over US$50M from LPs to back human performance technologies.
With over 190 scientific publications and advisory roles spanning Apple, GE, and Deloitte, Adam brings ICONIA PARTNERS domain expertise at the intersection of science and technology, strengthening our network with investors and innovators in healthcare, biotech, and frontier tech, especially surrounding the Bay Area.
Jimmy Tsang
Advisor
Jimmy Tsang
Advisor
Jimmy Tsang is a Director at Matrix Capital, a private credit and funds management firm, and at Marker Group, an investment and advisory platform with a focus on alternative assets. With an extensive background structuring and syndicating private credit transactions across Australia and Asia, Jimmy brings deep expertise in credit markets and institutional capital formation across the APAC region.
He maintains relationships with over 3,000 SMSFs, a diverse base of Asian investors, and prominent Hong Kong family offices — networks that have been instrumental in supporting transactions across real estate, corporate credit, and alternative investment strategies. Together with his partners, Jimmy helps oversee more than $800M AUM, giving him direct visibility into institutional-grade deal structuring and execution.
At ICONIA PARTNERS, Jimmy advises on credit structuring, lender engagement, and strategic investor positioning, enhancing our ability to deliver sophisticated financing solutions and execute complex mid-market transactions with speed and certainty.
Argyri Poblete
Head of Operations & Finance
Argyri Poblete
Head of Operations & Finance
Argyri Poblete serves as Head of Operations & Finance at ICONIA PARTNERS, where he oversees the firm’s internal infrastructure, compliance, and executional processes. With a background in finance and regulatory compliance, including prior roles at the Australian Tax Office, Argyri ensures every engagement is delivered with speed, precision, and integrity.
He is responsible for streamlining ICONIA’s workflows behind the scenes — managing the systems, processes, and partnerships that enable the firm to scale globally. Through disciplined process management and a solutions-oriented mindset, Argyri strengthens ICONIA’s ability to execute transactions and provides both issuers and investors with the confidence of institutional-grade delivery.