R. Adam Smith

R. Adam Smith Email and Phone Number

Expert in family enterprise, alts, M&A | LinkedIn Top Voice | single family office| Family Business Audiocast | RAS Capital Partners | Salomon Brothers | Columbia Business School | 10x BOD | led $1B directs | Author @ RAS Capital Partners
R. Adam Smith's Location
New York, New York, United States, United States
R. Adam Smith's Contact Details
About R. Adam Smith

Empowering private companies and their owners since 1993: single family offices, financing, direct investing, investment banking, boards, strategy. Veteran in private capital, M&A and investment banking, corporate dev, strategy, governance. Proud alumni of Columbia Business School. Founder of Family Business Audiocast c2022https://bit.ly/FBA_linkedin Proven change agent:Backer of tens of founders, CEOs, family offices, operating partners; mentor to many entrepreneurs. Since ‘02, founder of three successful management firms - Circle Peak Capital LLC, Big Sky Partners LLC, Family Office Private Advisors LLC. Investor in, buyer of, advisor to, tens of companies in consumer brands, digital, e-commerce, and financial services.Governance expert: Board member / advisor to 12 investor-backed private companies since ‘98. Chairman of several. Board member of several non-profit entities since 2002, including founder or founding board member of three. Veteran investor:Privileged to serve in lead roles in 20 + principal investments in several investment partnerships I have been a part of (or founded). Since 2002, we led deals, collectively, involving $300M+ of private equity, @ a billion of total capital, and $2B+ sales. Founder, 2002, Circle Peak Capital - LBOs w/ entrepreneurs; invest w/ private equity + family offices. Control investments. Sourced, negotiated, structured, financed, closed 9 control-stake buyouts - backers included sophisticated general partners, hedge funds, + family offices, PE funds, sophisticated investors.Salomon Brothers:(Salomon Brothers Strategic Advisors)Founding member, Mergers & Acquisitions division. Founding member, advisory board. Formerly led private equity and global family offices. Provided support to securities arm. Corporate Development expert:Expert in capital, strategic ideas, business development, valuations, analysis, planning, budgeting, governance metrics, boards. Media presence:Frequent event speaker, host, guest, author - Columbia Business School, OPAL, Buyouts Insider, ACG, FamilyBusiness.org, IBERA, Family Business Center, Unibz Business School, Inštitút Rodinného BusinessuAdditional roles and positions:RAS Capital Partners (2002) - founder Wisdom Board (2020) - founder Caring Capitalism (2020) - founder Bain & Co (2020) - advisor Philanthropist: (education, art, music, cancer)Co-Founder, Leukemia Fighters. Board member, Musicians Treatment Foundation. Founding advisor, Frederick S. Pardee School of Global Studies, Boston University. Happily married w/ three children.

R. Adam Smith's Current Company Details
RAS Capital Partners

Ras Capital Partners

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Expert in family enterprise, alts, M&A | LinkedIn Top Voice | single family office| Family Business Audiocast | RAS Capital Partners | Salomon Brothers | Columbia Business School | 10x BOD | led $1B directs | Author
R. Adam Smith Work Experience Details
  • Ras Capital Partners
    Founder
    Ras Capital Partners Jan 2002 - Present
    New York, Ny, Us
    A multi-faceted holding platform for providing strategic counsel to select private companies, family offices, and direct investments.www.rascapitalpartners.comThrough various partnerships, we have provided clients with unique, valuable, holistic, actionable counsel across the capital structure, direct investments, strategy, governance, and mergers and acquisitions. Over the years, I have gained extensive experience in corporate strategy, board governance, and all matters related to doing deals - sourcing, assessment, diligence, team building, negotiations, financing, syndication, documentation and governance. For over 20 years, clients, boards, investors, and partners have tapped our resources to enhance their corporate journeys through leveraging our unique experience, judgment and robust network across a wide range of corporate conditions, financing challenges, and industry segments. Extensive experiences across both principal and consulting roles - in the process, strengthening our relationships, raising hundreds of millions for their companies, building boards, enhancing strategic planning, and empowering corporate development success. Work closely with highly seasoned third-party vendor relations (lawyers, bankers, investors, financiers, private bankers, agencies, and boards). Innovative, thoughtful, solutions-based thinking. ——-Note: RAS Capital Partners does not have external investors.The firm has operated mostly buyside principal projects (or on the sell-side, retainer-based activities with clients or partners). Capital raising projects may be executed via third-party qualified platforms unaffiliated with RAS Capital Partners.The firm does not make direct investments itself at this time; rather, in collaboration with sophisticated limited partners and general partners.
  • Family Business Audiocast
    Founder
    Family Business Audiocast 2022 - Present
    New York, New York, Us
    A leading global media platform offering elite expert insights into the family enterprises - governance, culture, corporate operations, succession, growth, mission.The Family Business series features top global experts in the family office ecosystem, involving over 50 experts since inception. Founded 2022. Episodes are all original, live, professionally produced, and available in all major global podcast digital channels. Conversations also cover the importance of high quality vendors, advisors, and board resources. Founded, Produced, Owned, Created by R. Adam Smith and family partners. ——————Family offices continue to expand as important organizations in the capital markets, our global corporate ecosystem, and as owners of private assets. Today, around 20 % of family office investment portfolios are in private equity – and half allocated to direct investing (UBS Global Family Office Report). And today, the modern family office - while often remaining anchored in their single core operating asset - is now making direct private and real asset investments with great regularity and greater size, confidence, and complexity. —————-Opinions presented on this audio-cast are personal, and do not represent the positions of the organizations of speakers or guests.
  • Avestix Group
    Special Advisor
    Avestix Group Jan 2023 - Present
    Jupiter, Florida, Us
    An emerging single family office dedicated to excellence in alternative investments. Woman-led company. Privately-held. Principal investing only - direct investments and general partnerships. I have been a Member of the firm’s partnership since July 2024. I contributed to the formation, strategy, and launch of the firm’s inaugural direct investments and general partnerships across venture capital and real estate.
  • Caring Capitalism
    Founder
    Caring Capitalism Aug 2020 - Present
    A unique and timely charitable endeavorTrademark 2020. Tax exempt 2021 approved. To build a global community of individuals, companies, boards, charities, NGOs, academics, ambassadors, leaders, and governments in support of living with a more mindful capitalism, embracing empathy, balance, empowerment - a caring capitalism. #caringcapitalism | @caringcapitalismTo embrace the urgency of humans’ basic needs, leverage the unique economic and intellectual opportunities available to us, and spread the gains to all, of our collective ingenuity, innovation, science, technology, and intrinsic kindness. The mission is borne out of the ideas of many, the unusually challenging times we live in, and a motivation to create actionable, tangible and lasting change for the better of our planet, and its people, community and sustainability. By embracing caring capitalism, together, we can leave the planet in a better place than we found it.
  • Salomon Brothers
    Advisor
    Salomon Brothers Aug 2024 - Present
    New York, Ny, Us
  • Salomon Brothers
    Vice Chairman
    Salomon Brothers Jun 2024 - Aug 2024
    New York, Ny, Us
    I serve as a part-time advisor to Salomon Brothers Strategic Advisors Inc. | Mergers & Acquisitions | sole focus on established family offices, private equity, alternative investment firms. Transitioned to Vice Chairman, July 2024. Member, advisory board.
  • Salomon Brothers
    Managing Director
    Salomon Brothers Jan 2022 - Jun 2024
    New York, Ny, Us
    | Salomon Brothers Strategic Advisors Inc. | Mergers & Acquisitions | Lead banker for family offices, private equity, and alternative investment firms. Transitioned to Vice Chairman, July 2024. Founding member, advisory board. First senior hire by the Firm 2022. Salomon Brothers relaunched January 2022 as an independent investment banking firm. I joined to support ownership in this historic effort. Salomon Brothers was originally founded in 1910. The firm provides corporate finance and capital markets services. The modern Salomon Brothers will honor the firm’s original legacy, and once one of the largest Wall Street bulge bracket financial service companies. For over 25 years that firm was consistently among the top ten in the league tables for banking and capital markets. The firm was combined with Travelers in 1998 and eventually merged with Citigroup. Today, the modern Salomon Brothers is an independent firm that is unaffiliated with any bank.
  • Connoisseur Gallery
    Owner
    Connoisseur Gallery May 2021 - Present
    New York, New York, Us
    Today’s global art and collectibles market is vast - tens of thousands of collectors, advisors, curators, and commercial players co-exist in a highly complex, evolving global ecosystem. With annual global art trading volume exceeding $65 billion – and global fine art approximately $15 billion - opportunities for the savvy art collector are immense.  Art collectors and their advisors, who are connected, discerning, and ambitious, will win. An art concierge platform – dedicated to fine art – Connoisseur Gallery is a connoisseur resource with a sole purpose: to source, curate, and execute individual, negotiated, private art transactions for the benefit of our clients. As part of involvement in the arts since 2010, I also have served as a mentor to a U.S.-based philanthropy and related gallery of one of the world's oldest, remarkable, and most respected private art houses - now in the U.S as C1760 (previously part of a broader organization founded in 1760, Colnaghi). C1760 has made significant contributions to many of the world’s leading institutions and significant private collections. Stemming from my lifelong passion for art, collecting, and unique objet, I supported the gallery’s family office and philanthropic initiatives - the firm is active in collections management, art advisory, private museum development, and philanthropy.
  • Leukemia Fighters
    Co-Founder
    Leukemia Fighters 2008 - Present
    New York, Ny, Us
    I am a patron and advisor, with my co-founder and leading global oncology doctor, Dr. Gail Roboz, of this philanthropic fund and 501c3 dedicated to leukemia and related rare blood disorders. Originally, a founder, I now serve in a mentoring and donor ambassador capacity. Sponsored, managed, and supported by global hospital and research leaders, New York-Presbyterian Hospital (#1 rated hospital in NYC by U.S. News) and its affiliated partner, Weill Cornell.One of the most successful, long-standing, independent charities focused on rare and important oncology challenges in recent times. www.leukemia-fighters.org(I am not in an operating, managing, or official fundraising capacity of the fund, hospital, or charity)
  • Wisdom Board
    Founder
    Wisdom Board Jan 2020 - Present
    New York, Ny, Us
    Wisdom Board is a consultative company dedicated to empowering boards in leadership, excellence, governance, culture.Wisdom Board is a pioneering, community-centric services firm formed in 2020 providing thoughtful digital insights and enablement to boards, their CEOs, directors, and stakeholders. Wisdom Board empowers private company directors, leaders, and owners to optimize, inform, fortify, and modernize governance.Our founding principles reflect a commitment to sharing wisdom with our members and community to empower their companies’ corporate excellence in governance, cultural harmony, and balance, corporate diversity, and finally, to identify, pursue, and sustain their legacies.www.wisdomboard.co | Where Boards Flourish.Trademark 2020Discover more about Wisdom Board!
  • Bain & Company
    External Advisor
    Bain & Company Jan 2021 - Jan 2022
    Boston, Ma, Us
    I was fortunate to serve as one of the many talented external advisors providing consultative value-add to Bain & Co on a global basis in the firm's Bain Advisory Network. Provided network support with a particular focus on private equity, and related private capital, and large single-family office matters.For further information, reference: https://www.bain.com/industry-expertise/private-equity/
  • Family Office Private Advisors
    Founder
    Family Office Private Advisors Oct 2013 - Jan 2022
    New York, New York, Us
    A private partnership dedicated to supporting the corporate, financing, strategic, branding, partnerships, and governance needs of emerging private companies. A wholly owned affiliate of RAS Capital Partners LLC. www.familyofficeprivateadvisors.comSole founder and owner - formed 2012. One of the most experienced, independent, strategic advisory resource, deal sourcing, and merchant banking partner for Single Family Offices, MFOs, wealthy individuals, holding companies, and their closely-held private holdings. Hundreds of genuine family office relationships. Emphasis on clients’ private operating holdings, and such holdings’ operational excellence, as well as corporate development activities (strategy, platforms, integrations, direct control-stake and structured equity and mezzanine investments). (U.S., Europe, MENA, Russia, Latin America)Projects include only retained engagements; will consider certain deferred M&A deal fees (we do not solicit or accept placement fees). Global mandates considered. Middle market focus. Collaborations with top corporate vendors.* I am the sole owner of this firm. Firm does not enter into any angel investing, investment banking, securities placements, or operating capacities. Projects are primarily retained based and on a part-time basis. ** for investment banking, reach out to RAS Capital Partners to discuss resources available (strong emphasis on middle-market transactions); no public securities or going privates
  • Big Sky Partners Llc
    Founder
    Big Sky Partners Llc Oct 2013 - Jan 2022
    New York, New York, Us
    A private partnership dedicated to supporting the corporate, financing, strategic, branding, partnerships, and governance needs of emerging private companies. A wholly owned affiliate of RAS Capital Partners LLC. Sole founder and owner - founded 2013. Provides valuable strategic advice to tens of private emerging and venture companies and their founders - maximizing the value of their brand. We have raised or invested millions of dollars and served on numerous boards and advisory boards. Recent successful financing projects since 2016 include the initial seed ($1.3M) financing of KOIO Collective, and a secondary venture equity purchase ($6.0M) in a leading, global luxury women's e-commerce brand. Using its nexus of partners, advisors, and strategic affiliates, provides executive and board resources, distribution opportunities, corporate development, strategic partnerships, e-commerce, and capital and M&A affairs to its clients. With insightful brand strategy, impactful access, actionable guidance, and capital partnerships, Big Sky is committed to creating and enhancing growth, commercial reach, and market influence for our entrepreneurial clients, corporate clients, and partners for their own long-term legacies. We work on bespoke engagements that can be strategic, tactical, creative, and/or capital drivenWe’re escalating the title of Venture Capitalist to Creative Venturers.Reach us at:info@bigskypartners.netwww.bigskypartners.net(Big Sky Partners LLC is not affiliated with Big Sky Partners, Sausalito, CA.)* I am the sole owner of this firm. Firm does not enter into any angel investing, investment banking, securities placements, or operating capacities. Projects are primarily retained based and on a part-time basis. ** for investment banking or securities offerings, reach out to RAS Capital Partners to discuss resources available (strong emphasis on private securities and middle-market transactions)
  • Circle Peak Capital
    Founder
    Circle Peak Capital Feb 2002 - Jan 2022
    New York City, Ny, Us
    A private partnership dedicated to supporting the corporate, financing, strategic, branding or, partnerships, and governance needs of emerging private companies. A wholly owned affiliate of RAS Capital Partners LLC. www.circlepeakcapital.comSole founder (2002) and owner of this investment firm to make equity investments in private companies as a lead or co-owner, including in partnership with other alternative investment firms.Led complete financings of nine (9) buyouts and 13 total investments w/ $650M+ and $250M+ in total capital and equity capital, respectively (sourced all of these deals). Focus on unique brands and management-supportive investments across consumer products, CPG, luxury, fashion, beauty, accessories, wellness, e-commerce, digital, media, design, art, real estate, and asset management. Emphasis on high-growth (eg, sales under $25 million) or high profitability or consolidation potential (eg, sales up to $250 million).Partnered with, or advised, numerous leading alternative investment organizations, including Carlyle Group, Bain & Company, Credit Suisse, Goode Partners, J.P. Morgan, Quilvest, HBK Investments, Magnetar Capital, Hamilton Lane** Note:We work on only bespoke, principal opportunities. I am the sole owner of this firm. Firm does not enter into any angel investing, investment banking, securities placements, or operating capacities. Projects are primarily retained based and on a part-time basis. ** for investment banking or securities offerings, reach out to RAS Capital Partners to discuss resources available (strong emphasis on private securities and middle-market transactions)Continuous personal ownership since formation. Middle market focus. Collaborations with top corporate vendors.
  • Koio
    Founding Advisor
    Koio Nov 2015 - Dec 2021
    New York City, New York, Us
    KOIO Collective is one of the most coveted and successful emerging leather brands in the U.S., founded circa 2014 by two brilliant, determined Wharton grads and good friends. Since initial funding, KOIO raised @ $10 million in funds. I was fortunate in recent years to have supported the founders as their first strategic advisor / financial consigliere en route to their first institutional seed investment of approximately $1.3 million.Investors have included Olive Capital, Winklevoss Capital, Acton Capital, Brand Foundry Ventures, and entrepreneurial luminaries, Brian Spaly (Trunk Club), Andy Dunn (Bonobos), and Neil Blumenthal (Warby Parker).One of the more unique sneaker brands in recent times, KOIO is supported by its passionate clients, celebrities, Italian makers, and accomplished investors. To support them on this challenging journey, together, I built a talented advisory board and powerful investor base, supporting their strategic plans and growth ramp, including investors and experts across luxury, lifestyle, apparel, e-commerce, retail, and other practices. I am not actively involved at present. https://techcrunch.com/2019/10/22/koio-the-d2c-luxury-sneaker-brand-raises-6-million/
  • Stride Capital Group
    Founding Advisor
    Stride Capital Group Dec 2008 - Dec 2020
    Westport, Ct, Us
    Served as counsel to the founder in 2008 in the initial seeding of this successful emerging hedge fund incubation and seeding platform. A founding advisor, I served in a mentoring capacity. Stride Capital Group is an investment firm that seeks to generate superior returns by forming partnerships with exceptional investment talent. Stride is led by Founder and Managing Partner Don Rogers who brings 15 years of alternative investment and business building experience, most recently as a founding team member and Partner of SkyBridge Capital. Stride’s team brings over 50 years of investment management industry experience as day one investors, owners and operators of successful alternatives firms managing tens of billions of dollars today. Stride's founder hails from Skybridge Capital, a leading hedge fund platform of approximately $10B, sponsored by MSD Capital, L.P., the family office of Michael Dell, established 1998, now with over 100 people. https://www.linkedin.com/company/msd-capital/about/
  • Hamilton Lane
    Advisor
    Hamilton Lane Jan 2016 - Jan 2017
    Conshohocken, Pa, Us
    Hamilton Lane is an alternative investment management firm, with over $400 billion in assets under advisement globally, providing innovative private markets services to sophisticated investors. The firm has been dedicated to private markets investing for 27 years and currently has more than 350 employees operating in 15+ offices around the world.  The firm's investors generally include Taft-Hartley pension funds, insurance companies, endowments/foundations and high-net worth individuals.More broadly, Hamilton Lane has long been an active investor in targeted strategies, including credit-oriented direct investments and co-investments. The firm has managed SBIC credit funds since 2015, including the Hamilton Lane Strategic Opportunities Fund(s) - now in its fourth dedicated vehicle of its kind - an extension of its broader credit platform in existence for nearly 20 years (with@ $20 billion in AUM and supervision). I had the fortune of providing various corporate development consulting services to the firm's New York Credit SBIC Fund LP, augmenting its internal deal sourcing resources - responsible for two closed credit transactions.www.hamiltonlane.com
  • Hq Capital
    Advisor
    Hq Capital Aug 2016 - Dec 2016
    Bad Homburg, Hesse, De
    I had the opportunity to serve as a special advisor to multi-family office, HQ Capital, on a late-stage secondaries venture capital investment. Buyside. HQ Capital has been active in global (non U.S.) private equity and in (U.S.) real estate since 1989 (through Auda and Real Estate Capital Partners). And since 1992, through affiliate Equita, HQ Capital has been acquiring majority stakes in small- and mid-sized companies in mid-Europe. HQ Capital was formed in 2015 by combining independent alternative investment managers Auda, Real Estate Capital Partners and Equita. Through significant contributions from its anchor investor, the long standing and respected Harald Quandt family (of BMW fame) of Germany, HQ Capital uses a business model that aligns its interests with those of its wealth management and family office clients. www.hqcapital.comOur investment collaboration involved online global luxury e-commerce.
  • Hill & Valley, Inc.
    Board Member
    Hill & Valley, Inc. Sep 2005 - Jan 2016
    Rock Island, Il, Us
    Served as lead deal sponsor (sourcing, negotiating, diligencing, financing, documentation, strategy, and board lead) for LBO of this premium manufacturer of branded and private-label baked goods for the grocery trade. Served as initial Chairman of the Board, and managing member of our investment vehicle. Selected, and partnered with, leading capital partners, including lender, Fifth Third Bancorp, investor, Quilvest USA, and mezzanine provider, Prism Mezzanine Fund. Our capital group together oversaw sales growth from high teens to over $40 million, earning attractive equity returns. Created detailed investment strategy, and sourced, managed, and collaborated with senior operational experts from Pepperidge Farms, Acosta, and Country Home Bakers, Inc. Owners further led effective changes in CEO, CFO, and sales roles.Our primary and sole institutional equity partner was Quilvest Private Equity, the U.S. arm of the Quilvest Group a leading, global, independent wealth manager and private equity investor, with a presence in Europe, the Americas, Asia and the Middle East. Quilvest Private Equity (with @ 100 professionals) offers sophisticated independent, and global private equity and real estate solutions to private investors, families, and institutions. Quilvest, with investment of over $5 billion in over 300 private equity and real estate funds, and 150 direct investments, is one of the leading multi-family offices in the world. Company recently completed a successful sale, led by Quilvest, in 2017, after a decade of profitable private equity ownership, to strategic food company, J&J Snack Foods Corp. Today, Hill & Valley employs approximately 150 people and is the leading national manufacturer of Sugar Free and No Sugar Added branded items to the In Store Bakery. http://www.hillandvalley.net/I involved and led professional deal support from industry leaders Kirkland Ellis, KPMG and other vendors.
  • Bespoke Acquisition Co Llc
    Board Member
    Bespoke Acquisition Co Llc Dec 2010 - 2014
    Participated in a private investment to acquire, and build, in 2010 together with the support of various private investors (several million dollars), a top global vintage and one-of-a-kinds online commerce and content marketplaces, originally formed 2006. Firm grew to peak members of over 65,000 and unique global online visitors of over 200,000. Supported team of 25 and transformation of global online brand, content, community, and assembled highly talented management, staff, advisors, and board. Partnerships formed with leading online media and luxury brands. Partnership restructured and now dormant.
  • Fischbein
    Board Member
    Fischbein May 2007 - Jan 2011
    Anderlecht, Région De Bruxelles-Capitale, Be
    In 2007, together with institutional capital partners, led a buyout (sourcing, negotiating, diligencing, financing, documentation, strategy, and board lead) of over $30 million from private equity fund, Cortec Group, of a leading U.S.-based manufacturer of highly engineered packaging and material handling equipment, a division of billion-dollar Axia Incorporated. (Cortec Group is a leading $500M+ middle market private equity firm, founded 1984). Our buyout was supported by our talented operating partner (and later Chairman and CEO), Jeffrey Reed, formerly partners with leading private equity firm, Frontenac Company. Our partnership persevered through the 2008 recession, drove solid earnings growth, ultimately earning over 4x return on our equity capital. Founded in 1910 and based in Statesville, NC, Fischbein serves a broad range of industries including retail, food, pet foods, agriculture, chemicals, medical/pharmaceutical, parcel/post, and building materials. Over its 100-year history of continuous operations, Fischbein has developed a strong platform in the United States and Europe, and sells packaging products and material handling equipment under multiple brand names. Circle Peak Capital investor group included an ABL lending solution by PNC Bank, and in 2013, led a successful sale of Fischbein to a larger private equity firm, M South Equity Partners, who later sold to private equity firm, Odyssey Investment Partners, LLC, who later sold to Warburg Pincus in 2017. Sourced, managed, and collaborated with senior operational experts, and further led effective changes in CEO, CFO, and other plant-level roles. Original professional deal support from Proskauer Rose and Alvarez & Marsal.
  • Luxury Optical Holdings
    Board Member
    Luxury Optical Holdings May 2006 - Jun 2010
    Us
    Served the board of directors as one of seven inaugural members following buyout in May 2006. A Circle Peak Capital investor group acquired the three retailers to form Luxury Optical Holdings Co., on May 2, 2006.Circle Peak Capital partnered in the transaction with several senior operating executives and lead equity partners, DLJ Merchant Banking Partners and Goode Partners. Magnetar Capital Fund LP provided all of the initial debt financing and participated also as an equity co-investor.LOH was a newly consolidated group with an initial 25 stores, that each offered over 40 high quality fashion eyewear brands, including several lines exclusive to the group, as well as offering the most skilled lens services and are located in premium U.S. retail sites, including New York City, Las Vegas, Boston, Los Angeles and Atlanta.The platform received total capitalization of over $100 million over time, was previously restructured, and later, exited at the end of 2017 and sold to an institutional investment firm. www.loholdings.com
  • Shari'S Management Corporation
    Board Member
    Shari'S Management Corporation Jan 2006 - Jun 2010
    Beaverton, Oregon, Us
    Served the board of directors as one of seven inaugural members following buyout in December 2005.For over 30 years, Shari’s has been the largest full-service family restaurant chain in the Pacific Northwest.The company appointed me to the Board, along with Kerry Kramp (former CEO of Buffets, Inc. (the $1 billion parent company of the family-oriented buffet restaurants known as Old Country Buffet and HomeTown Buffet, with over 350 restaurants in 38 states) along with the Shari’s CEO,and representatives from its capital partners, Carlyle, Falcon and Sankaty.Circle Peak, along with senior management and junior capital partners Carlyle Mezzanine Partners LP, Falcon Investment Advisors LLC, and Sankaty Advisors LLC, and senior capital partners, Capital Source Finance LLC, Magnetar Capital LLC (also an equity co-investor), and Wells Fargo Foothill, acquired the company on December 28, 2005. The platform received total capitalization of approximately $100 million over time, was later restructured, and exited to institutional capital investors in 2016. www.sharis.com
  • Lehman Brothers
    Vice President
    Lehman Brothers Jun 2001 - Feb 2002
    Us
    Recruited from private equity to lead projects for both private equity and M&A department, and revitalize middle market financial sponsor coverage. Led related revitalized buy and sell side idea-ation sponsor efforts for the investment bank across middle market sponsors. Last tour of duty in investment banking ended prematurely by the 9-11 crisis. (Last lateral hire in IB prior to 9-11). Subsequently, and immediately, launched de novo private investment firm previously in planning prior to joining Lehman .... original professional support from global law firm, Ropes & Gray LLP (and several wealthy and helpful angels)
  • Ci Capital Partners
    Senior Associate
    Ci Capital Partners Jun 1999 - Jun 2001
    New York, Us
    Leading middle market private investment firm, founded in the early 1990s in exclusive partnership with Caxton Associates, and then managing over $2 billion in equity capital, focused on leveraged buyouts of consumer, media, retail, and service-businesses, and entrepreneur partnerships in over 25 private companies. Closed several direct control investments and corporate add ons. Since inception, the investment firm (and its affiliates) have made over 400 acquisitions presenting over $10 billion in enterprise value.Formerly, an in-house private equity affiliate of the leading alternative investment firm, Caxton Associates, founded 1983 by legendary investor, Bruce Kovner (now managing a successful, successor family office, and serves as Chairman of the Board of The Juilliard School, Vice Chairman of Lincoln Center for the Performing Arts, and also on the Boards of the Metropolitan Opera, and American Enterprise Institute.)
  • Castle Harlan
    Associate
    Castle Harlan Jan 1997 - Jun 1999
    New York, Ny, Us
    Initial employee of Matrix Global Investments Inc, a value-added, multi-strategy asset management newco formed, wholly owned and funded by @ $50 million of private capital by Castle Harlan Inc., a leading investment firm (founded 1987) and based in New York, NY with peak assets of approximately $2 billion of equity under management. (now evolving to a family office partnership)http://www.castleharlan.com/Castle Harlan was co founded by legendary investors, Leonard Harlan, real estate icon, and John K. Castle. Mr. Castle was former Chairman of Sprout Group venture capital, CEO of Donaldson, Lufkin & Jenrette, Inc., director of Equitable Life Assurance Society; Life Member Emeritus of the MIT Corporation, and previously, served for 22 years as a Trustee of New York Medical College, including half as Chairman of the Board. Mr. Castle now also manages a single family office.Led and oversaw development of all deal sourcing, analysis, negotiations and investment proposals to our private equity partnership. Sourced and/or managed deal flow for hundreds of asset management related private companies (institutional, mutual funds, wealth management, hedge funds). Led diligence, modeling, deal tracking and investment banker relationships. Assisted and managed matters for the board of directors. Became minor equity member. Closed several deals.
  • Columbus Advisors Llc
    Associate
    Columbus Advisors Llc Jun 1995 - Jun 1996
    Initial hire and associate of startup, and ultimately, this premier global emerging markets fixed income hedge fund investment firm (peak of @ $500 million in discretionary assets under management). Founded by legendary emerging markets experts and ex-partners of Merrill Lynch. Raised almost $100 million in inaugural first year - family offices, billionaires, Wall Street legends, unique global investors. Exceptional returns, at times, as one of the world’s leading EMFI hedge funds products. Formation, fundraising, reporting, structuring, monitoring, investor relations (role pre-set for one year - deferred previous acceptance a year, approved by the Dean, by graduate school CBSGSB after previous two-year IB analyst tour, to fulfill this full time role)
  • Salomon Brothers Inc
    Analyst
    Salomon Brothers Inc Aug 1993 - Jul 1995
    New York, Ny, Us
    Financial Analyst, Mergers & Acquisitions, Financial Institutions Group. Covered depository, asset management, diversified, financial companies in the U.S. and LATAM, with primary engagement with large-cap FIG, and several financial sponsors (Eg KKR) and family offices (Fernando Chico). Reinvigorated Latin American platform for Wall Street's then-leading global financial institutions M&A franchise as lead analyst in effort. Reported directly to SVP in global financial institutions, and worked closely with all senior executives in U.S. and LATAM financial institutions, as well as equity research, and capital markets. Elected for third year to expand Mexico (FIG) office (passed for hedge fund startup above). Closed numerous deals across equity and debt capital markets, structured products, and M&A.Co-authored pioneering global institutional equity research report.

R. Adam Smith Education Details

  • Columbia Business School
    Columbia Business School
    General
  • Boston University - Frederick S. Pardee School Of Global Studies (Pardee School)
    Boston University - Frederick S. Pardee School Of Global Studies (Pardee School)
    International Relations
  • Parkway West
    Parkway West
    High School Diploma

Frequently Asked Questions about R. Adam Smith

What company does R. Adam Smith work for?

R. Adam Smith works for Ras Capital Partners

What is R. Adam Smith's role at the current company?

R. Adam Smith's current role is Expert in family enterprise, alts, M&A | LinkedIn Top Voice | single family office| Family Business Audiocast | RAS Capital Partners | Salomon Brothers | Columbia Business School | 10x BOD | led $1B directs | Author.

What is R. Adam Smith's email address?

R. Adam Smith's email address is rdfrdsmith@cs.com

What is R. Adam Smith's direct phone number?

R. Adam Smith's direct phone number is +171886*****

What schools did R. Adam Smith attend?

R. Adam Smith attended Columbia Business School, Boston University - Frederick S. Pardee School Of Global Studies (Pardee School), Parkway West.

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