Investment Banking Discipline.
Investment Banking Discipline.
Entrepreneurial Agility.
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, M&A advisory firms and financial institutions, while also operating 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 $3B.
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, and entrepreneurial agility, 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.
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 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 we deliver 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.
Bobby Blumenfeld
Senior M&A Advisor
Bobby Blumenfeld
Senior M&A Advisor
Bobby Blumenfeld
Senior M&A Advisor
Bobby Blumenfeld
Senior M&A Advisor
We are proud to maintain a strategic partnership with Blumenfeld Financial Group, through which Bobby Blumenfeld serves as a Senior M&A Advisor at ICONIA PARTNERS.
Bobby brings over 35 years of deep transactional experience across M&A and Private Equity, including his time as a Senior M&A Advisor at Generational Group, the #1 ranked M&A firm for completed transactions up to $25M, and #2 for transactions up to $1B.
Bobby also serves as Managing Director at AIAC (American Industrial Acquisition Corporation), a multi-billion dollar family office that acquires and operates 80+ manufacturing and industrial businesses across 23 countries. His role at AIAC involves sourcing and evaluating acquisition targets, executing carve-outs, and overseeing operational improvements in portfolio companies.
At ICONIA, Bobby plays a key role in shaping our M&A strategy, enhancing our execution capabilities, and expanding our global buyer network. His deep experience in advising private business owners, combined with his active role in acquiring companies for a family office, brings a powerful blend of judgment, pattern recognition, and real-world operational insight to our mandates.
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
Strategic Advisor - Infrastructure & Energy
David Velikonja
Strategic Advisor - Infrastructure & Energy
David Velikonja
Strategic Advisor - Infrastructure & Energy
David Velikonja
Strategic Advisor - Infrastructure & Energy
David Velikonja is an Independent Strategic Advisor collaborating with Iconia Partners on select infrastructure and energy mandates. With more than two decades of experience in institutional capital markets, David brings deep relationships across Canadian pension plans, sovereign investors, and global infrastructure funds.
At ICONIA, David focuses on project finance, capital structuring, and cross-border energy and infrastructure transactions.
David Velikonja is an Independent Strategic Advisor collaborating with Iconia Partners on select infrastructure and energy mandates. With more than two decades of experience in institutional capital markets, David brings deep relationships across Canadian pension plans, sovereign investors, and global infrastructure funds.
At ICONIA, David focuses on project finance, capital structuring, and cross-border energy and infrastructure transactions.
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.
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 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 we deliver sophisticated advisory solutions while maintaining the agility required to meet the demands of today’s evolving financial landscape.
Bobby Blumenfeld
Senior M&A Advisor
Bobby Blumenfeld
Senior M&A Advisor
We are proud to maintain a strategic partnership with Blumenfeld Financial Group, through which Bobby Blumenfeld serves as a Senior M&A Advisor at ICONIA PARTNERS.
Bobby brings over 35 years of deep transactional experience across M&A and Private Equity, including his time as a Senior M&A Advisor at Generational Group, the #1 ranked M&A firm for completed transactions up to $25M, and #2 for transactions up to $1B.
Bobby also serves as Managing Director at AIAC (American Industrial Acquisition Corporation), a multi-billion dollar family office that acquires and operates 80+ manufacturing and industrial businesses across 23 countries. His role at AIAC involves sourcing and evaluating acquisition targets, executing carve-outs, and overseeing operational improvements in portfolio companies.
At ICONIA, Bobby plays a key role in shaping our M&A strategy, enhancing our execution capabilities, and expanding our global buyer network. His deep experience in advising private business owners, combined with his active role in acquiring companies for a family office, brings a powerful blend of judgment, pattern recognition, and real-world operational insight to our mandates.
David Velikonja
Strategic Advisor - Infrastructure & Energy
David Velikonja
Strategic Advisor - Infrastructure & Energy
David Velikonja is an Independent Strategic Advisor collaborating with Iconia Partners on select infrastructure and energy mandates. With more than two decades of experience in institutional capital markets, David brings deep relationships across Canadian pension plans, sovereign investors, and global infrastructure funds.
At ICONIA, David focuses on project finance, capital structuring, and cross-border energy and infrastructure transactions.
Bobby Blumenfeld
Senior M&A Advisor
We are proud to maintain a strategic partnership with Blumenfeld Financial Group, through which Bobby Blumenfeld serves as a Senior M&A Advisor at ICONIA PARTNERS.
Bobby brings over 35 years of deep transactional experience across M&A and Private Equity, including his time as a Senior M&A Advisor at Generational Group, the #1 ranked M&A firm for completed transactions up to $25M, and #2 for transactions up to $1B. In this role, Bobby advised dozens of business owners on successful exits and …
Bobby also serves as Managing Director at AIAC (American Industrial Acquisition Corporation), a multi-billion dollar family office that acquires and operates 80+ manufacturing and industrial businesses across 23 countries. His role at AIAC involves sourcing and evaluating acquisition targets, executing carve-outs, and overseeing operational improvements in portfolio companies.
At ICONIA, Bobby plays a key role in shaping our M&A strategy, enhancing our execution capabilities, and expanding our global buyer network. His deep experience in advising private business owners, combined with his active role in acquiring companies for a family office, brings a powerful blend of judgment, pattern recognition, and real-world operational insight to our mandates.
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.
Bobby Blumenfeld
Senior M&A Advisor
We are proud to maintain a strategic partnership with Blumenfeld Financial Group, through which Bobby Blumenfeld serves as a Senior M&A Advisor at ICONIA PARTNERS.
Bobby brings over 35 years of deep transactional experience across M&A and Private Equity, including his time as a Senior M&A Advisor at Generational Group, the #1 ranked M&A firm for completed transactions up to $25M, and #2 for transactions up to $1B. In this role, Bobby advised dozens of business owners on successful exits and …
Bobby also serves as Managing Director at AIAC (American Industrial Acquisition Corporation), a multi-billion dollar family office that acquires and operates 80+ manufacturing and industrial businesses across 23 countries. His role at AIAC involves sourcing and evaluating acquisition targets, executing carve-outs, and overseeing operational improvements in portfolio companies.
At ICONIA, Bobby plays a key role in shaping our M&A strategy, enhancing our execution capabilities, and expanding our global buyer network. His deep experience in advising private business owners, combined with his active role in acquiring companies for a family office, brings a powerful blend of judgment, pattern recognition, and real-world operational insight to our mandates.