Simon has over 10 years of corporate finance experience in providing independent board advisory i.e. transaction opinions and valuations in the context of mergers & acquisitions, private placements, related party and recapitalization transactions, M&A advisory i.e. cross-border buy- and sell-side M&A.
He has advised the boards of public and private companies as well as private equity GPs and family offices across multiple industries, with a focus on telecommunication, media and technology (TMT) and industrial technology/industrials.
Simon’s most notable experience includes:
- Providing fairness opinions and valuation advice to private equity GPs and limited partner advisory committees on related fund transactions and GP-Led secondary fund recaps across EMEA.
- Providing fairness and solvency opinions to public and private companies and their boards of directors across EMEA with a focus on Germany, Switzerland and the UK, in a variety of corporate transactions, including take-privates, related-party transactions, spin-offs, recapitalizations, asset sales, dividend recapitalizations, restructurings, and court settlements.
- Advising public and private TMT and industrial technology companies and its shareholders on strategic portfolio reviews, the execution of cross-border buy-side and sell-side M&A processes, including corporate carve-outs and divestitures of non-core businesses, restructuring transactions, and joint ventures.
Prior to joining the firm, Simon worked as an adjunct professor/lecturer of corporate finance and strategy at the Institute of Strategic Management and Finance at the University of Ulm, Germany, where he began his professional career working as an academic and executive assistant to the director of the institute (Prof. Dr. Frank Richter, Werner Kress endowed chair). Simon developed extensive knowledge in the areas of corporate valuation, corporate strategy and M&A, taught corporate finance courses and gained advisory experience. Furthermore, Simon successfully co-founded and ran a start-up company in the e-commerce sector for several years.
Simon holds a Diploma (equiv. M. Sc.) in Management and Economics from the University of Ulm, Germany and University of St. Gallen (HSG), Switzerland. He received his Dr. rer. pol. from the University of Ulm. He also holds a Certified Valuation Analyst (CVA) designation and is a named member of the Swiss Takeover Board to issue fairness opinions for Swiss-listed companies. He has published numerous academic articles on corporate finance, strategy and valuation in well-renowned journals.