Experience

Simon Jewkes is a partner in Citrin Cooperman’s Transaction Advisory Services Practice and is based out of the New York City office.

Simon has 18 years of experience and focuses on providing due diligence and value creation services to private equity and corporate clients. He has provided financial due diligence on over 300 M&A transactions including buy and sell side support for acquisitions, disposals, mergers, growth investments, debt investments, distressed/restructurings, SPAC, and refinancing transactions. He has broad experience across industry sectors in North America and Europe on deals ranging in size from $5 million up to $30 billion.

Simon’s transaction advisory expertise includes quality of earnings analysis, profitability analysis, net working capital and net debt analysis, review of financial projections, cash flow modeling, and purchase agreement consultation. Simon also has a strong understanding of carve-out transactions, bankruptcy, refinancing transactions, and IPO readiness.

He also has significant experience of leading other diligence work streams including tax, IT, HR, operations, commercial due diligence, and valuation services.

Previously, Simon has worked as a principal at one of the largest providers of audit and assurance, tax, and advisory services in the U.S., as a managing director at a global business advisory firm, and as a senior manager at a Big Four accounting firm in transaction services in New York and London.