Circle Peak Capital

2022 is ahead of us, and to me, it marks a period of great transition: ....our economy is likely adjusting into a less euphoric state, financial markets will react, geopolitics will become even more complex as we see an amended modern-day cold war, climate change will become front and center of conscious capitalism in the corporate board room, the workplace will reactivate close to full employment yet with a new hybrid profile ... and careers will, of course, evolve. For me, it is a time to take stock, expand, deploy knowledge and grow. After a colorful and rewarding career of around thirty years across corporate finance, followed by private equity, direct investing, serving on ten boards, venture capital, founding five separate firms, -- and recently, financing advisor to private companies and single family offices -- I am grateful for my own journey (and those that I served, learned from, worked with, and that mentored me along the way). Yet, significant opportunity remains ahead - particularly addressing the needs of the private company ecosystem: founders, owners, family enterprises, and related investors and boards. ??Theodore Roosevelt once said, "Do what you can, with what you have, where you are." Looking ahead, I feel this is a powerful reminder to always look ahead, keep moving, and be your best.?? I am very fortunate to have acquired a great deal of knowledge in private capital markets - in 2022, I am going to meaningful scale up these activities with renewed attention on middle-market clients. Since 2002, I have led around a billion in direct private capital deployment, while serving on the related Boards of Directors (ten of them!) - I will now transition from direct investing and dedicate myself in the coming years to client work, serving goals across capital, growth, mergers, acquisitions, and strategic council. More soon. I look forward to being in touch. ??Most importantly, may 2022 bring you, your firms, families, and our world a period of a bit more normalcy, good health, prosperity, and positive leadership, inspiration, and personal growth??. R. Adam Smith [email protected] ...focused on private company capital and strategic solutions since 1993... #privateequity #capitalmarkets #boardsofdirectors #investmentbanking #privatecompanies #wisdomboard #mergersandacquisitions #financialsponsors #middlemarket #privatecapital #strategicadvisor

Please join me, live, in a Family Business Audiocast with Brandon Henry, Founder and CEO of Mosaic ?? Brandon Henry, a founding partner of Mosaic, brings a wealth of experience from his time at major U.S. financial firms, where he developed his expertise in business, tax, charitable, and asset protection planning ?? Committed to ongoing professional growth, Brandon has earned multiple designations, actively participates in industry study groups, and frequently attends technical conferences ?? ?? Brandon Henry has shared his expertise in business succession and estate planning as an instructor at Southern Methodist University and the University of Houston, where he’s taught courses aimed at equipping future professionals with strategic planning skills ———— Details on the event: ??? ?? When: Tuesday, Nov. 12 4:00pm EST | 3:00pm CST | 2:00pm MST | 1:00pm PST ?? Where: LinkedIn audiocast live stream ?? https://lnkd.in/ecv6kZT7 _______ Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem. Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy. ____ Note: Registration required. Event may be recorded. *After registration, click "view event". Please add event to calendar* Event link is live available exactly 15 mins prior to event. Produced and created by R. Adam Smith ____ Subscribe to our proprietary family enterprise newsletter and on the look out for our periodic expert contributor series. ——- Opinions presented on this audio-cast are personal, and do not represent the positions of speakers’ or guests’ organizations. #familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba Tess Loucka R. Adam Smith Aaqib Gondal Jasmine Ren

?? Newsletter #29: Navigating Political and Economic Instability: Expanding the Global Reach of Family Firms This edition explores how family businesses can thrive in an increasingly uncertain global landscape by expanding into international markets. Using examples from successful family-owned companies like IKEA, we examine how global diversification helps mitigate risks associated with local market instability, currency fluctuations, and shifting regulations. Learn how family firms can leverage international partnerships, adapt to new market conditions, and maintain their core values while pursuing global growth. Discover strategies to balance risk and opportunity, ensuring long-term stability and resilience in an unpredictable world. Follow FBA ?? https://lnkd.in/g7w-HPiB Subscribe to the FBA newsletter ?? https://lnkd.in/gsqhDCyJ #familybusiness #familyoffice #nextgeneration #governance #leadership #excellence #topvoices #entrepreneurship #legacy #business #generation R. Adam Smith, Jasmine Ren, Aaqib Gondal Family Business Audiocast

Please join me, live, in a Family Business Audiocast with Jim Grubman, owner of Family Wealth Consulting. ?? Jim Grubman is an internationally recognized consultant who specializes in advising families of wealth, family enterprises, and the advisors who serve them. His expertise spans psychology, family dynamics, trusts and estates law, and family governance, helping families integrate life and wealth to benefit both family and society. ?? Jim has earned a global reputation for his thought leadership, delivering innovative solutions to the complex issues faced by affluent families. His work includes facilitating family meetings, training advisors, and contributing to the field through publications and speaking engagement. ??? Jim’s contributions to the family wealth community have been widely recognized. He was presented with the Lifetime Achievement Award by the 2024 Family Wealth Report Awards for his long-standing leadership and advocacy. ———— Details on the event: ??? ?? When: Wednesday, Oct. 16 12:15pm EST | 11:15am CST | 10:15am pm MST | 9:15am PST ?? Where: LinkedIn audiocast live stream ?? https://lnkd.in/e_DT5SGr _______ Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem. Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy. ____ Note: Registration required. Event may be recorded. *After registration, click "view event". Please add event to calendar* Event link is live available exactly 15 mins prior to event. Produced and created by R. Adam Smith ____ Subscribe to our proprietary family enterprise newsletter and on the look out for our periodic expert contributor series. ——- Opinions presented on this audio-cast are personal, and do not represent the positions of speakers’ or guests’ organizations. #familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba Jasmine Ren

Family Business Audiocast is pleased to collaborate on a thought leadership initiative on CEO Zones - a digital leadership platform founded by our friend, Bill Forster CEO zones is sharing our content to its thousands of followers and enhancing their awareness of family business and family office matters. ?? Discover CEO Zones – a go-to hub for business insights, leadership strategies, and growth opportunities. ?? Whether you're an established executive or an aspiring leader, find the tools, connections, and inspiration you need to take your career and company to the next level. ??? Join the community and lead the future ! Alexandrea Harrelson #Leadership #BusinessGrowth #CEOCommunity #Entrepreneurship

Free University of Bozen-Bolzano, myself and Alfredo De Massis enjoyed some time together recently in a live discussion dedicated to advancing the learning of the school’s students around family enterprise, and legacy. IMD ?? as always, Alfredo was masterful in his selection of topics, and guiding a dialogue to benefiting those seeking wisdom I speak often on many live mediums globally on family offices, family firms, and family enterprise … this was one of the most tangible in bringing real life lessons down to earth level in an academic setting. Kudos Alfredo ! ?? ???? ???? ——- Our talk: “The Family Asset: the creation of legacy and wealth” April 8, 2024 1. Introduction to Family Assets and Legacy Building 2. Role of governance is sustaining wealth across generations 3. Leveraging Private Equity and Strategic Investments 4. Philanthropy as a Pillar of Legacy 5. Innovation in FO strategies #familybusiness #familyoffice #governance #leadership #excellence #topvoices #entrepreneurship #familyfirms #familybusinessaudiocast #topvoices #billionaires #legacy Jasmine Ren Family Business Audiocast FamilyBusiness.Org Family Business Mathew (Mat) Hughes Kimberly Eddleston

Please join me, live, in a Family Business Audiocast with Kristi Daeda, President and CEO at The Family Business Consulting Group, Inc. (FBCG) ?? Kristi Daeda leads the Family Business Consulting Group’s strategy, talent development, and operations. Her areas of expertise include board development, family governance, leadership development, and change management, with a strong focus on helping family businesses prosper across generations ?? Kristi is actively involved in the family business community, contributing to publications like The Practitioner and serving on committees such as the Family Wealth Alliance, Inc., and the Private Directors Association? national board ?? Kristi has held various leadership roles, including leading family and corporate governance, family enterprise education, and intellectual property development ———— Details on the event: ??? ?? When: Wednesday, September 25 12:15pm EST | 11:15am CST | 10:15am pm MST | 9:15am PST ?? Where: LinkedIn audiocast live stream ?? https://lnkd.in/emK3AQTY _______ Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem. Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy. ____ Note: Registration required. Event may be recorded. *After registration, click "view event". Please add event to calendar* Event link is live available exactly 15 mins prior to event. Produced and created by R. Adam Smith ____ Subscribe to our proprietary family enterprise newsletter and on the look out for our periodic expert contributor series. ——- Opinions presented on this audio-cast are personal, and do not represent the positions of speakers’ or guests’ organizations. #familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba Tess Loucka Jasmine Ren

Looking forward to serving as a keynote speaker at this prestigious family business event by In?titút Rodinného Businessu ?? … in collaboration with Linda Vaculcikova Monika Nadova Kroslakova Family Business Center TREND.sk ???? interested attendes please register ?? Family Business Audiocast

An upcoming invite only event “The Family Office of 2030: Robles & Smith Speculate Turn of the Decade” will be a special one. Angelo Robles and I will be discussing how key forces will redefine the family office over the next decade. ?? We’ll examine the implications of emerging political regimes and the strategies family offices will need to adopt to thrive in this dynamic environment. This is more than just a discussion—it’s a blueprint for navigating the complexities of the future. ?? In a world where rapid advancements in AI and technology are reshaping industries, the efficient fractionalization of assets is transforming investments, and a shifting geopolitical landscape is creating a multipolar world, there’s no shortage of speculation. ??? Join us on Friday, September 6th at 11 AM ET ?? to sign up.