Simon is experienced in providing valuation advice and deliverables for private equity clients, for merger and acquisition transactions, and for financial reporting and initial public offerings (IPO) purposes.
Simon has extensive experience in valuation, including purchase price allocation analysis, intangible asset valuation, financial derivatives valuation, financial modeling, business and equity interest valuation for acquisitions, divestitures, joint ventures, financing, restructuring, IPO, tax, go-private transactions and financial reporting.
Simon has advised clients in a wide variety of industries, including consumer products, life sciences and health care, manufacturing, technology and telecommunication, media and real estate. He has particular expertise in private equity portfolio valuation and has previously worked for a private equity firm, where he was responsible for deal execution and investment analysis. He has delivered presentations and training on valuation topics at various professional events.
Before joining Kroll (formerly Duff & Phelps), Simon was a Partner in Deloitte Financial Advisory Services in China. Earlier in his career, he worked for a private equity firm as well as an international appraisal firm.
Education and Certifications
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Chartered Financial Analyst Charterholder (CFA)
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Chartered Accountant – Fellow of the Association of Certified Chartered Accountants
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M.B.A. – The Hong Kong University of Science and Technology
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Master of Law – The City University of Hong Kong
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Accredited Member of the American Society of Appraisers
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Certified in Entity and Intangible Valuations (CEIV)
