Simon is a transactions specialist with particular expertise in the infrastructure, clean energy and technology sectors.
He advises owners, operators and investors on a wide variety of complex strategic transactions, including public and private M&A, privatisations, equity investment, joint ventures, and funds management.
His commercial approach and strategic outlook help clients achieve successful outcomes in complex and time-critical matters. They also result in him providing ongoing strategic advice as a trusted adviser to many financial investors.
Simon has authored a variety of opinion pieces on funds management and corporate law reform, and has lectured on securities regulation at the University of Melbourne and the Melbourne Business School.
Work highlights
Lighthouse Infrastructure
$262 million sale of its Specialist Disability Accommodation portfolio to Australian Disability Accommodation Projects Trust 2.
Hickory Data Centres
Advised proponents in respect of their funding and acquisition of Hickory’s data centre platform.
Renewable Energy
Advised sponsors on the funding and acquisition of solar farms (incl Hughenden, Darling Downs, Swan Hill, Brigalow, Chinchilla, Williamsdale, Mt Majura, Moorebank C&I, and regional portfolios) and wind farms (incl Bald Hills, Canunda, Willogoleche, Mumbida, and ForestWind), as well as advising energy transition businesses and battery suppliers on funding and acquisitions.
Utilities Trust of Australia (UTA)
Manager replacement process (the largest infrastructure portfolio to undergo a change of manager in Australian history) and UTA’s ongoing transactions.
Battery Ventures
Acquisitions of the OREAS group and Mobius Institute.
AirTrack
Sale of the business to Atlassian.