Simon is a partner in our Private Equity and Principal Investors and Communications, Media, and Technology Practices, based in New York.
He works with financial sponsors investing in software and technology-related businesses to provide strategic advice during both pre-deal and ownership stages of the investment lifecycle.
With 15 years of experience consulting to financial sponsors and portfolio companies across the US, Australia, and Europe, Simon focuses on B2B software and technology‑enabled services businesses.
I am excited to partner with financial sponsors to identify, vet, and optimize high‑potential investments. As private capital markets continue to evolve, delivering rapid, data‑driven insight and thoughtful strategic advice is as valuable as ever
Specific areas of experience include a range of horizontal software sectors — including governance and risk management, environment, health and safety (EHS), communications platforms, and infrastructure software — as well as vertical software categories such as staffing agencies, property management, and professional services. His experience also includes developing growth and value creation plans for sponsor-backed companies during their ownership periods.
Prior to joining Oliver Wyman, Simon was a partner at Bain & Company in its Private Equity and Technology Practices. He holds honors degrees in philosophy and law, both from the University of Sydney. He is based in Brooklyn with his wife, and they can often be found enjoying New York City with their two dogs.