Financial Services and Mergers & Acquisitions expert with nearly 20 years’ experience
He advises financial services clients on strategic, operational and organizational issues, including digital transformation, service operations efficiency and effectiveness, operating model and competitive strategy.
In his M&A work, Simon focuses on post-merger integration (PMI) and has led a range of small- to large-scale and scope, domestic and international, public and privately held integrations across financial services, technology, media, and industrials.
In addition to his client work, Simon leads our Atlanta office's social impact efforts, including pro bono work with a leading environmental conservation organization.
Simon joined Bain in New York in 2008. Previously, he worked at another consulting firm, focusing on organization and salesforce effectiveness.
He earned an MBA from Harvard Business School and an AB from Princeton University.