Life Sciences & Health Care Leader
Managing Director | Deloitte Corporate Finance LLC
New York - National Office
30 Rockefeller Plaza
Simon is a managing director and Life Sciences and Health Care Group leader with Deloitte Corporate Finance LLC (DCF) and has more than 20 years of investment banking experience focused on the healthcare industry. Prior to joining DCF, Simon was a director with Houlihan Lokey where he specialized in the financial restructuring of healthcare companies. Simon was previously a director in the Global Healthcare Investment Banking Group of UBS Investment Bank, where he structured and completed numerous mergers and acquisitions, initial public offerings, and other capital markets transactions. Simon started his career at Chase Manhattan Bank.
Simon has lectured on and contributed to numerous articles on the healthcare industry and M&A strategy. He is regularly quoted in the national media and is a contributor to the M&A Advisor/Best Practices of Deal Makers. In 2014, Simon was awarded The M&A Advisor Healthcare Restructuring Deal of the Year and in 2013, he was awarded The M&A Advisor Healthcare Deal of the Year.
Simon's clients include multinational medical device and pharmaceutical companies, national and regional health plans and hospital systems, multi-specialty physician groups, and ancillary service healthcare companies.
- Advised on over $10 billion in life sciences and health care M&A transactions
- Advised on over $4 billion in health care restructuring transactions
- Association of Investment Management and Research
- New York Society of Security Analysts
Education & Certifications
- Oxford University: MA, BA
- Chartered Financial Analyst
This biography may refer to client engagements performed prior to joining DCF.