Burgis & Bullock

Simon is a corporate finance partner specialising in management buy-outs and buy-ins, business sales, acquisitions, finance raising, and providing strategic advice to shareholders, directors and private equity firms.

He studied at Balliol College, Oxford and qualified as a chartered accountant in 1993.  Simon has worked in corporate finance for the last 18 years. He was a key member of Ernst & Young's Private Equity Team and, more recently, a partner at Baker Tilly, where he headed up the Birmingham Mergers & Acquisitions Team.

Simon has completed dozens of transactions across a range of sectors including manufacturing, specialist engineering, automotive, aerospace, healthcare, support services and IT.  He was lead advisor on LDC's investment into Nuclear Engineering Services, a deal which secured the accolade of "Deal of the Year 2009" from Midlands funders and professionals.  He also advised management on the buy-out of Cat Tech International, which secured Burgis & Bullock the title of "Leading Adviser of the Year" in Acquisition International's 2013 M&A Awards.

As a valuation specialist, he is a member of the Panel of Experts maintained by the President of the Institute of Chartered Accountants in England & Wales.  Simon also holds the Institutue's Corporate Finance Qualification.