Trust the expertise of our team
We are a team comprised of very senior entrepreneurs from the financial services sector, the investor community and placement agents.
We bring valuable insider perspectives, deep knowledge of the investor landscape and a clear understanding of how to best accomplish the goals and objectives of our clients.
Our team is highly experienced, having advised clients across various asset classes, geographies, and economic cycles. We provide strategic advisory services spanning the entire lifecycle from pre-fundraising to beyond the final close.
We have built long-lasting relationships with ultra high net worth individuals, family offices and the global institutional investment community. This network of trusted relationships, combined with extensive market knowledge, allows us to deliver a streamlined and efficient fundraising process, optimising both time and resources for our clients.
Matt Rosen
Chairman and CEO
Matt has spent three decades building businesses. He is a problem solving visionary that clearly understands how to transform a vision into reality. He has been an investment banker, an operator, an investor and an advisor to corporations, private equity funds and ultra high net worth individuals. He has raised billions of dollars, conducted business in over 40 countries, concluded over 20 acquisitions, managed thousands of people, led an IPO and a restructuring and built a large global network of investors. Most recently, he served as Chairman and CEO of Fusion, a SaaS business he grew to $570MM in annual revenue and $125MM in EBITDA while raising over $1B in capital. He also co-founded Emerald Point Capital, which raised $10B for top tier private equity funds, venture funds, real estate funds, hedge funds and credit funds. Prior to that he was an executive in a large healthcare and technology company. He began his career as an Investment Banker in corporate finance at Merrill Lynch.
Aftab Adamjee
Partner
Aftab Adamjee is a member of the illustrious Adamjee family of Pakistan. The Adamjee Group has enjoyed a reputation of respect and trust in the business community of the Indian subcontinent for the past 100 years. He has served on the board of a number of companies globally and continues to enjoy various business positions. He is Founder of 50 MW Tricom Wind Power and 50 MW Tricom Solar Power. Both the renewable projects have been established in Jhimpir, Pakistan. Tricom Wind Power’s total cost was $67 million and the debt portion was funded by IFC, Washington D.C. along with a local Pakistani bank. He is Co-founder and Chairman of Spectra Holdings LLC based in Atlanta, Georgia. Spectra founded in 2022 is a next generation real estate development and private equity firm focused on delivering real estate projects for the underserved in growing markets with emphasis ranging from workforce housing to luxury fractional residential clubs. Spectra’s team has more than 100 collective years of experience with sustainable real estate investment, development and technology and a demonstrated track record of delivering competitive returns. Spectra’s principals have raised $800 million in capital and managed net assets of $13 billion. Aftab’s inherent strength is his global network of relationships which includes sovereign funds, pension funds, Private equity groups and family offices. Aftab is a BA graduate from Indiana University, Bloomington, USA.
Badar Al Shanfari
Partner
Badar Al Shanfari, currently serves as the Chief Investment Officer – Private Equity at Ominvest. He has over 20 years of experience in the field of Investments and Financial Services. Throughout his career Badar has held various leadership positions, prior positions include Deputy Chief Executive Officer at Jabreen Capital, Chief Operating Officer (COO) at Ominvest, earlier he held the role as the Deputy CEO of EastBridge Partners based out of Singapore where its AUM increased from USD 300M to over USD 1.2B during Badar’s tenure. Prior to that Badar was at Oman’s Sovereign Fund, worked in various roles within Private Equity, where his last role was the CEO of Uzbek-Oman Investment Company, which is the leading private equity firm based in Tashkent. Badar has served and is currently on multiple Boards of various companies, in different sectors and geographies. He earned his bachelor’s degree in Business Administration from Duquesne University and his MBA from Strathclyde University. In addition, Badar is a Certified Public Accountant from the United States of America - state of Delaware
Dana Al Salem
Partner
Dana Al Salem is a seasoned global tech entrepreneur and investor with a rich history of driving financial innovation across various industries. She co-founded Yahoo! Europe, where she led the production team and successfully launched 40 online services across European markets. Dana's strategic financial acumen has been instrumental in advising governments on foreign direct investment (FDI), innovation, and bilateral agreements. She has spearheaded initiatives in sectors such as energy, water, food security and space programs, fostering impactful public-private partnerships. Her work also includes driving innovative solutions to address global challenges and the policy shaping to enable capital inflow. Dana is a Grand Jury member of the UN World Summit Awards, MIT Pan Arab, Bloomasters. She serves as a Special Advisor to multiple governments, focusing on strategic investments and economic development.
Mikhael Kayrouz
Partner
Mikhael is an accomplished financial leader with a distinguished career spanning over two decades. Until recently, he has been the Managing Director and Head of Global Markets for the Middle East and Africa (MEA) at Crédit Agricole CIB, where he drove strategic growth and market leadership. Before joining Crédit Agricole CIB, Mikhael served as Managing Director and Head of Institutional & Corporate Sales, Global Markets, MENA at BNP Paribas where he was instrumental in expanding the bank’s regional footprint and forging robust relationships with high-profile clients. Mikhael is known for his exceptional analytical skills, problem-solving capabilities, and strategic business development acumen. His ability to navigate complex financial landscapes and deliver innovative solutions has made him a trusted advisor to high net-worth individuals and institutional investors. Over his career he has helped and accompanied clients in risk management and investments solutions amounting in billions of USD in large number of transactions.
Roger Karam
Partner
Roger has dedicated over three decades to building innovative global businesses, primarily in technology and finance. His extensive experience in business development and deal-making has enabled him to establish a vast network of family offices, institutional investors, and C-suite relationships in large corporations worldwide. One of Roger’s notable achievements is co-developing myTrack, a retail electronic trading platform designed for both professional and individual investors in the United States and internationally. myTrack, developed by Track Data, has supported thousands of clients and processed millions of trades. Roger’s unique perspective and knowledge, gained from living between the Middle East and the United States, have been instrumental in building successful global businesses and raising capital.
Shannon Zoller
Partner
Shannon founded Tephra Advisors, a Chicago-based alternative investment advisory firm. Prior to Tephra, Shannon was a co-founding member and Managing Director of the Private Funds Group at GCA Global where she sourced and executed the fundraising for many of its most successful projects before being acquired by Houlihan Lokey. Shannon has more than 20 years of advisory and capital raising experience and has led fundraisings for a wide variety of strategies including domestic and international; buyout, venture capital, mezzanine, restructuring/turnaround, growth capital and real asset funds. Prior to GCA, she was a senior member of the UBS Private Funds Group. Earlier in her career, she led investor relations for Sterling Partners and was a corporate attorney with Thompson Couburn LLP (f/k/a FagelHaber, LLC). Shannon earned her B.A. from the University of Illinois and her JD from the Chicago-Kent College of Law and is a Board Member of the Women's Association of Venture and Equity.
Copyright © 2024 RGA. All rights reserved.
Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Securities offered through Innovation Partners, LLC. Member of FINRA/SIPC.
Investment Advisory services offered through IP Financial Advisory Services LLC, a SEC registered Investment Advisory Firm.
Innovation Partners LLC and IP Financial Advisory Services LLC are not Affiliated with Rainamaker Global Advisors. https://brokercheck.finra.org/