Simon graduated from Keele University with a Joint Honours degree in Law and International Politics. On graduating he joined Bank of Scotland where he spent six years working in the Acquisition and Leveraged finance team, focusing primarily on serving UK private equity firms.
In 2004 Simon joined Kaupthing Investment Bank to help establish the Bank’s Acquisition and Leveraged finance business in the UK. During his time at Kaupthing the business grew very strongly as the team transacted over 40 lead arrange deals in the first 3 years, with Simon leading for the Bank over 10 transactions which included the £817m public to private of Matalan plc and the £750m public to private of Big Food Group (comprising Booker Cash and Carry and Iceland Foods). Overall during Simon’s 10 years working in acquisition and leverage finance he has considered deals in most business sectors and worked on a wide variety of transactions, ranging from MBO’s, MBI’s, BIMBO’s, Public to Privates, acquisitions, and restructurings, whilst supporting not just Private Equity sponsors but also Corporates and Entrepreneurs.
Simon joined Cavendish Corporate Finance in late 2008 to head up the capital advisory service, providing advice to companies on both their equity and debt fundraising needs. Simon’s notable deals since joining Cavendish are: advising the New College of the Humanities on raising c£10m of start-up capital, advising Carsite on numerous fundraising rounds and a joint venture deal with Tesco plc, advising InterResolve Limited on an expansion capital raise from Balderton Capital, and advising the management team of ADP Dental Company with its negotiations with its lenders regarding its £60m facilities.