Biography
Experienced in both lead advisory and transaction services, Simon has built upon his training as an accountant to become accomplished in Corporate Finance (Mergers & Acquisitions).
His expertise encompasses a broad spectrum including:
- Succession planning – helping clients to build towards and execute successful transactions, including sale, management buy-outs (MBO) and employee ownership trusts (EOT).
- Acquisition advice – providing assistance to entities looking to acquire a business.
- Financial Due Diligence –with previous clients including trade buyers, private equity and financial institutions.
- Raising debt – to support transactions and growth.
- Valuations of businesses – for a range of purposes including commercial and tax based (CGT/IHT).
- Canva – internal design consultancy.
Simon won the Insider Media award for Emerging Dealmaker of the Year in 2021 for the Central & East region.
The experience gained throughout his career has allowed Simon to become a specialist valuer of businesses for both commercial and litigation purposes.
Simon undertakes valuations as a Single Joint Expert Witness for court purposes, as well as being on the Board of the Network of Independent Forensic Accountants.
Simon also provides assistance to our Business Recovery team, working closely with the firm’s qualified Insolvency Practitioners, Mark Upton and David Scrivener, on a range of matters.
Specialist services
Accolades
Featured insights
