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.
Practice Areas
Advisory/Consulting
Business Valuation
Commercial Finance
Litigation Support
Mergers & Acquisition
Succession Planning
Advisory
Practice Areas
Advisory/Consulting
Business Valuation
Commercial Finance
Litigation Support
Mergers & Acquisition
Succession Planning
Advisory
Industries
Agribusiness
Publishing
Automotive
Media and Communications
Manufacturing, Extraction and Distribution
Emerging/Sci-Tech Businesses
Food and Beverage
Health Care/Medical
Hospitality & Tourism
Information Technology & Cybersecurity
Long Term Care/Assisted Living Facilities
Privately Owned Businesses
Trade
Transportation and Logistics
Venture Capital and Private Equity
Industries
Agribusiness
Publishing
Automotive
Media and Communications
Manufacturing, Extraction and Distribution
Emerging/Sci-Tech Businesses
Food and Beverage
Health Care/Medical
Hospitality & Tourism
Information Technology & Cybersecurity
Long Term Care/Assisted Living Facilities
Privately Owned Businesses
Trade
Transportation and Logistics
Venture Capital and Private Equity
Language Skills
English
Language Skills
English
Specialty Groups
Corporate and M&A
TAG Tax
Specialty Groups
Corporate and M&A
TAG Tax
Bio
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.
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