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David Simon

MANAGING DIRECTOR

M&A Experience
 

Additional Highlights

  • Founding member of the Orlando Chapter of the Association for Corporate Growth (ACG), and President of the Chapter 2013 
     

  • Board member and President of the Board of the Edgewood Children’s Ranch (www.edgewoodranch.com), a place that provides at-risk children and their families a safe environment to change behaviors and the course of their lives 
     

  • Co-Founder and President of the Edgewood Ranch Endowment, Inc. an endowment solely focused on the long-term operating needs of the Edgewood Children’s Ranch
     

  • Part-owner and Manager of two restaurants in Nashville, Tennessee which later sold to Tony Roma’s
     

  • Graduate of Miami University in Oxford, Ohio

  • Led or co-led more than 100 corporate finance or investment banking transactions including company sales, capital placements and complex debt financin
     

  • Active in Florida business banking community since starting with Sun Bank (now Truist Bank) in 1979
     

  • Experienced investment banker since starting career with Allen C. Ewing & Company in 1991
     

  • Founded and was Managing Partner of Capital Strategies Group, a lower-middle market M & A firm in 1993
     

  • Owned and was Managing Partner and Supervising Principal of CS Capital Strategies Financial Group, a full-service retail broker-dealer and investment banking firm

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