Simon is an Analyst for CAS specializing in transaction advisory, analytics, and valuation services.
Since joining CAS full-time in 2024, Simon has played a key role in supporting M&A transactions and is responsible for providing important information for both sell-side and buy-side transactions, as well as conducting diverse portfolio/company valuations, strategic advisory engagements, and consulting/compliance assignments.
Simon started his career at CAS in April 2023 as an intern. Prior to joining CAS, Simon worked as a Financial Analyst for Goldman Sachs’ private wealth management team, assisting with portfolio management services for ultra-high-net-worth individuals, and as an Investment Banking Analyst at Alkali Partners, where he supported the mergers & acquisitions services team.
Simon graduated summa cum laude from Drexel University’s LeBow College of Business with degrees in Finance and Business Analytics, along with a minor in Information Systems. He currently resides in Philadelphia, PA.
Simon holds the SIE, Series 63, and Series 79 registrations as a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC. Corporate Advisory Solutions and Finalis Securities LLC are separate, unaffiliated entities
