Bio

Mr. Simon is a Managing Director at Angle Advisors and has over 20 years of investment banking and public company executive experience. In his career as a principal and an advisor, Mr. Simon has led over 50 transactions spanning acquisitions, divestitures, carve-outs, restructurings and financings. These transactions encompass several industries including electrical equipment, automotive, paper/packaging, machinery, capital goods, industrial technology and fire and security services. Mr. Simon has led transactions ranging from several million to multiple billion dollars. Notable transactions include, among others, the sale of The Coats Company, JCI’s acquisition of Silent-Aire, the formation of JCI’s energy infrastructure financing JV with Apollo, the sale of JCI’s Power Solutions business (nka Clarios), the sale Hart and Cooley, JCI’s acquisition of EasyIO, the sale of TI Automotive, the sale of Victor Technologies, Georgia-Pacific’s acquisition of Buckeye Technologies, the sale of Meridian Lightweight Technologies, the sale of Davis-Standard, the sale of Maaco Enterprises and advising the debtor-in-possession lenders during Delphi’s Chap. 11 proceedings. Mr. Simon’s corporate executive experience includes serving as VP, Corporate Finance for Vontier Corporation (NYSE: VNT) overseeing the corporate development, treasury, and FP&A functions as well as VP, Corporate Development Officer for Johnson Controls (NYSE: JCI) as it rapidly transformed its portfolio from an industrial conglomerate to a pure play building systems company that included over $30 billion of acquisitions and divestitures. Prior to joining Johnson Controls, Mr. Simon had a twelve-year career in investment banking as a Managing Director at both PJT Partners and The Blackstone Group serving corporate and private equity clients. He began his career as an analyst at the General Motors New York Treasurer’s Office. Mr. Simon holds a bachelor’s degree in Engineering from Dartmouth College and an M.B.A. from Harvard Business School.