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Simon James is a partner working in assurance and assurance, specialising in transaction advisory, valuations, financial due diligence and strategic business analysis for mergers and acquisitions.

Solutions that Simon provides

  • End-to-end transaction support across the deal lifecycle, from strategic planning and due diligence to post-deal integration.
  • Buy-side and sell-side advisory services, including financial due diligence, deal structuring, and valuation support.
  • Independent business reviews and diagnostic assessments to inform investment decisions.
  • Strategic advice on mergers, acquisitions, divestitures, and capital raising initiatives.
  • Pre- and post-deal value creation strategies, including synergy analysis and operational improvements.
  • Assistance with SPA negotiation support, including purchase price adjustment mechanisms and earn-out structuring.
  • Cross-border transaction expertise, helping clients navigate complex regulatory and cultural environments.
  • Financial modelling and scenario analysis to support investment decisions and board presentations.
  • Vendor due diligence and preparation to optimise deal outcomes and enhance value perception.
  • Support for private equity, corporate, and institutional investors across multiple sectors and asset classes.

A highly experienced practitioner, Simon is widely regarded for his strong professionalism, strategic thinking and client-focused, progressive approach.

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Areas of expertise

  • Valuations
  • Audit
  • Business & Succession Planning
  • Private Equity
  • Strategic Advisory
  • Transaction Advisory

Qualifications & memberships

  • Bachelor of Arts (Hons. Accountancy)
  • Master of Business Administration
  • Member, Chartered Accountants Australia and New Zealand
  • Member, Institute of Chartered Accountants United Kingdom
  • Registered Company Auditor



Contact Simon

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