Simon is a specialist adviser for owner managed business, advising on the lifecycle of a client’s business from a corporate finance and M&A (mergers and acquisitions) perspective.

This will include assessing, identifying and sourcing funding requirements, whether for organic growth, acquisition or re-financing; business valuation for both M&A activity, dispute resolution, tax purposes (share schemes, probate, restructuring); investigative services, including due diligence and forensic work.

The focus of Simon’s work is usually at the board room table, acting as lead advisor, coordinating the team involved in the transaction including others as required.