Background and experience
Simon joined the Aztec Group in October 2022 as a Director in the UK PE Team. Prior to joining Aztec Group, Simon spent the past 25 years working in senior finance positions with small to medium sized PE firms, most recently at the CFO/COO level. His experience has covered a wide range of activities including fundraising, fund accounting and administration, office management, IT, HR, legal and regulatory compliance.
In 1997, he joined one of the pioneers of UK Private Equity & Venture Capital, Phildrew Ventures, and since then has spent time at established PE firms as well as new entrants to the market, such as first or second time funds. During his time in PE, Simon was an Aztec client on and off over 12 years, working mainly with the Group’s Channel Island teams.
He took the less common step of moving from working within PE firms in London to a more client facing role at Aztec Group in Southampton, which also coincided with his family relocating to the South Coast. Given his extensive experience of working within PE firms, he provides valuable insight into the core client disciplines within the Aztec Group and his understanding of the expectations of his peers from the other side of the fence.
Qualifications
Chartered Management Accountant (CIMA).
Outside of the office
As a father to three grown up children, Simon is now starting to enjoy the next chapter of his family life on the South Coast. He has since taken a real interest in kayaking and paddle boarding, but on the latter still spends far too much time in the water. A few years ago Simon decided he needed some proper focus and discipline outside of work, and was successful in completing two Ironman Triathlons. He is also a life-long supporter of Fulham Football Club, having been born and raised in South West London.