Meet
R. Adam Smith
Strategic advisor, deal maker, family office expert, financier to global private companies. Veteran on board of directors since 2002. Trusted consigliere to single family offices, investors, founders, boards, CEOs. Repeat entrepreneur, board member, founder, general partner, philanthropist.
R. Adam Smith is a leading global expert in private company finance, family offices, and strategy, having served as an investor, advisor, and/or financier to over fifty venture and private equity-backed companies since the mid-1990s. Adam has participated in several billions of transaction value in his professional career, beginning in 1993, including almost a billion of his own.
Adam is one of the leading family enterprise experts, an expert across many elements of the family firm, family office, and family enterprise global ecosystem. Adam is also the founder, creator, and lead host of the Family Business Audiocast, a live talk show and expert content media platform launched in 2023, and now one of the leading audiocasts covering the industry.
Adam is a vital resource in the global mergers and acquisitions business of Salomon Brothers, covering hundreds of family office and private equity relationships focused on buy-side and sell-side client solutions. Adam recently was a key resource in the relaunch of the firm – one of the world’s most respected on Wall Street, originally founded 1910 in New York – and a founding member of the firm’s accomplished global advisory board.
Through private equity partnerships he has directly led and/or sponsored since 2002, Adam has invested in over a dozen privately-held companies (including seven acquisitions) with a combined $600 million in sales and over $250 million of contributed equity invested capital, while also forming and serving on the Board of Directors, or Advisory Boards, of each company.
In 2002, Adam founded Circle Peak Capital LLC, a private investment merchant banking partnership which served tens of limited partners with over $50 million in direct equity investments over time. The partnership is based in NYC, controlled by a private holding company, RAS Capital Partners LLC. Circle Peak Capital was one of the most active independent sponsor private equity investors of the decade.
Adam has also been an external advisor to Bain & Company, the world’s most respected global consultancy firm, founded 1973.
Earlier in his career, Adam served as a principal at two leading NYC private equity firms, each holding over $2 billion in aggregate managed equity capital at their peak. At Caxton-Iseman Capital, an affiliate of Caxton Associates, one of the world’s legendary alternative investment organizations (founded 1993), Adam led several leveraged buyouts worth over $1.5 billion (including a going-private transaction, at the time, the firm’s largest investment to date). At Castle Harlan, Inc. (founded 1987), Adam led several financial services private company acquisitions, and was the first non-founder employee of an acquisition operating company.
Adam’s early career was built on Wall Street, starting in 1993, holding positions at top firms including Salomon Brothers Inc., J.P. Morgan, and Lehman Brothers Inc.
Prior to business school, Adam was instrumental in the success of a global emerging markets (half a billion dollar) alternative investment firm formed in 1996, Columbus Advisors LLC. Columbus was formed by the former global department heads of emerging markets at Merrill Lynch. Adam was the firm’s first non-founder employee, essential in the launch of the fund and its first $100 million of family office and institutional commitments.
Following Salomon Brothers, Adam earned an MBA with highest honors (Beta Gamma Sigma) from the Graduate School of Business at Columbia University (CBSGSB) in 1998. Adam holds a BA, cum laude, in International Relations and Economics from Boston University.
Adam is an active alumnus of CBSGSB, a founding board member of the its Private Equity Advisory Board, a founder in 1996 of the school’s now legendary Investment Management Conference (running consecutively since its founding), and selected by the school as a three-time reunion committee member for his graduating class.
Adam is the sole founder of Wisdom Board Inc, founded 2020, a pioneering strategic advisory firm providing multi-faceted and thoughtful advice to Boards and their company directors, members, CEOs, and investors. Wisdom Board empowers private company Board of Directors to optimize, inform, fortify, and modernize their governance to ensure best-practices, optimize shareholder value, and mitigate conflict and related liability.
Adam is an expert in investment banking, alternative investing, governance, capital raising, and possesses particular expertise in consumer sectors (including luxury, accessories, retail, apparel, beauty, art and design, digital & media, food & beverages, wellness) and real estate and wealth management. Adam is a founding special advisor, from 2010, to a successful, private hedge fund seeding platform, Stride Capital LLC.
Adam is married and a proud father of three children, is active in foreign affairs, the arts, design, and is an avid collector. Adam has been a host, patron and / or sponsor of numerous arts related events including the International Fine Art and Antique Show, Weill Carnegie Recital Hall, The Avenue Show. Adam has been a special advisor to one of the world’s most respected private modern art galleries with original origins from 1760. Adam has been an amateur classical pianist since the age of 5 and competed at the state championship level.
Frequent speaker, podcast guest, host and/or sponsor at conferences, including Family Office Center (Europe), Columbia Business School, Buyouts Insider, ACG, the Corner Series, YJP, iGlobal Forum, InvestorConnect, the Disruptive Successor, Marcus Evans, and the Scott Becker podcast.
Adam is an active patron, innovator, collector and philanthropist. Adam is founder of two active non-profits, Caring Capitalism (a global sustainable finance mission), and Leukemia Fighters at Weill Cornell College (one of the leading oncology non-profits affiliated with a top U.S. hospital). Adam was previously, a board member of the Musicians Treatment Foundation (the leading national injury treatment non-profit for musicians), a founding board member of National Sawdust (aka, Original Music Workshop) in Brooklyn, advisor to the Museum of Arts and Design – the leading global museum in craft, art, and design (founded 1956),a special advisor to global peace resolution charity – the Tanenbaum Center, a board trustee of VentureCapital(org), and a founding member of the Dean’s Advisory Board of the Frederick S. Pardee School of Global Studies of Boston University.
Reference:
R. Adam Smith
Email (personal): [email protected]