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Simon James is an advisory and assurance partner specialising in transaction advisory, valuations and deal execution. He is a trusted adviser to private businesses, corporates, and institutional investors, known for his commercial acumen, strategic insight, and disciplined, outcome-focused approach.

Simon brings deep expertise across financial due diligence, valuation, and transaction structuring, supporting clients through complex mergers and acquisitions. His hands-on, analytical approach ensures clients are equipped with clear, robust insights to navigate transactions, manage risk, and maximise value at every stage of the deal lifecycle.

Relevant experience

  • Advisor for buy-side and sell-side transactions, delivering financial due diligence, valuation analysis, and deal structuring support.
  • End-to-end transaction execution, from upfront strategic planning through to completion and post-deal integration.
  • Vendor due diligence and transaction readiness, positioning businesses to optimise deal outcomes and enhance value realisation.
  • Independent business reviews and financial diagnostics to support investment and lending decisions.
  • Management of transaction processes, including coordination with legal advisers, financiers, and other stakeholders to support efficient and successful deal execution.
  • Valuations across a range of contexts, including mergers and acquisitions, tax and strategic planning, and dispute or regulatory requirements.

Simon is recognised for his strong commercial judgement and ability to translate complex financial information into clear, actionable insights. He builds enduring, trusted adviser relationships with clients, investors, and key stakeholders, including private equity and leverages his extensive network to support successful transaction outcomes.

Simon is valued for his pragmatic, responsive approach and his ability to provide clarity and confidence through critical deal decisions.


Areas of expertise

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

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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