Simon is a Director in our Business Advisory and Corporate Finance teams, and is based in our Newcastle office.
For over 30 years Simon has been helping business owners and managers to develop successful strategies focused on building thriving organisations. He has significantly contributed to the success of a large number of local businesses through start-up and scale-up growth phases, mergers and acquisitions and ultimately strategic succession planning and sale.
Simon is able to leverage his network of highly influential business owners and CEOs to help grow businesses and wealth locally, nationally and internationally.
Simon’s expertise across corporate governance, business development and strategy, structure, succession, finance, taxation and commercial matters means he has the necessary skillset to implement holistic and effective business plans.
Simon is actively involved in property feasibility, syndication, structuring and development. He provides advice to clients who are experienced in this market and/or looking to participate.
Simon has lead over 50 buy and sell side transactions for enterprises ranging from $500k to $100M.
He has facilitated capital raising for growing companies and property groups in addition to being an adviser and participant in several IPO’s on the ASX.
To properly service a business, its owners and their aspirations, Simon believes the best approach is to fully understand the business operation and the goals of its stakeholders. As part of this approach, Simon enjoys being an active and independent member of his clients’ management teams. He also sits on the boards for several companies as a paid non-executive director.
Simon’s Board appointments include:
- Non executive director, and chair of the audit and risk committee for Pacific Smiles Group since inception (a large dental ASX listed entity with over $300M market capitalisation and 65 centres);
- Non executive director of Canyon Property Trust (Unlisted property trust);
- Founder and Non executive director of PKF Wealth (financial planning business $500M+ funds under advice);
Beyond the traditional role of business adviser, Simon also dedicates much of his time to mentoring and nurturing talented young professionals at PKF, other businesses and sportspeople.