Who We Are | RACOMA STRATEGIES
Who We Are
Photo of Adam Kaplan, President

Adam Kaplan

President

Adam is a seasoned professional with extensive experience in mergers and acquisitions, investing, entrepreneurship, and business operations. He has a proven track record of success across a wide range of industries and business stages. His diverse background and deep understanding of business challenges (from starting, growing, operating, and buying or selling a business) make him the ideal partner for small business owners looking to sell their companies quickly, while ensuring the business’s continued growth and success. Adam received his MBA with honors from Columbia Business School and holds a B.S. in Business Administration from the University of Southern California.

KEY HIGHLIGHTS

  1. M&A EXPERIENCE
    Adam spent several years as an investment banker at UBS, where he honed his skills in mergers and acquisitions, valuations, and deal execution. This experience enables him to understand the intricacies of selling a business and structure transactions that are beneficial for both parties.
  2. INVESTING EXPERIENCE
    At Techstars, Adam played an active role in over 50 venture capital investments in startups across multiple industries. He worked closely with these companies, providing hands-on operational support and guidance to help them achieve their growth objectives.
  3. ENTREPRENEURIAL AND OPERATIONAL EXPERIENCE
    Adam co-founded and operated Jars by Dani, a successful direct-to-consumer and wholesale dessert company. Under his leadership, the company's sales grew from less than $100,000 to over $3,000,000. This firsthand experience as an entrepreneur provides him with valuable insights into the challenges and opportunities that small business owners face.
  4. INDUSTRY EXPERTISE
    Adam's background includes experience in direct-to-consumer sales and marketing, wholesale, manufacturing, and distribution. This diverse industry knowledge allows him to effectively assess a company's potential and identify areas for growth and improvement.

With his comprehensive work history and passion for small businesses, Adam is committed to finding the right company to acquire and lead as part of Racoma Strategies. He aims to build on the existing foundation of the chosen business, leveraging his expertise and network to drive long-term, sustainable growth.

Capital Partners

Adam is supported by a small group of highly engaged high net worth and ultra high net worth individuals from across the business spectrum. This provides extreme flexibility in both the size and structure of any transaction without the red-tape of answering to an investment committee.