Life Sciences & Health Care Leader
Managing Director | Deloitte Corporate Finance LLC
New York - National Office
30 Rockefeller Plaza, 41st Floor
Simon is a managing director and the Life Sciences and Health Care Group leader with Deloitte Corporate Finance LLC (DCF) and a principal in Deloitte Transactions and Business Analytics LLP. He 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.
- Advisor on over $10 billion in life sciences and health care M&A transactions
- Advisor 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
Transactions presented may include transactions for which DCF professionals provided services prior to joining Deloitte Corporate Finance LLC.
Life sciences & health care M&A update: Q3 2017
Deloitte Corporate Finance LLC advises Millennium Healthcare Management, Inc. on its sale to Ochsner Health System