Sell side
- Represented the seller of a floral distribution company
- Represented the seller of a pipette calibration company
- Represented the seller of a manufacturer and distributor of juvenile consumer goods
M&A · Capital Markets · Valuations · Fractional CFO
Jordan Simon, CFA
I help ambitious companies raise capital, buy and sell businesses, and build the kind of investor confidence that creates long-term shareholder value.
Based in Montreal · English & French
10+
Years in corporate development, M&A and capital markets
$136M
Series E financing supported at FLO EV Charging
$200M–$5B
Market cap range of public companies advised
CFA
Charterholder since 2019 · McGill University
About
Bridging management teams and capital providers
I’m an entrepreneurial-minded finance professional with experience across corporate development, investment banking, mergers & acquisitions, valuations and capital raising. I’ve worked at and with NASDAQ- and TSX-listed companies, pre-IPO and venture-backed businesses, and small and mid-cap companies.
Today I’m Director, Capital Markets at Alliance Advisors Investor Relations, where I help public companies build investor confidence, sharpen their messaging and strengthen relationships with investment bankers, research analysts and investment advisors.
Before that, I was part of the corporate development team behind FLO EV Charging’s $136M Series E. At Laurentian Bank Securities, I supported equity, debt and M&A mandates for technology and industrials companies with market caps from $200 million to $5 billion. At Neptune Wellness Solutions, I led a full-cycle acquisition from target identification through integration.
Earlier in my career I built valuation models and supported sell-side and buy-side mandates at The MFA Companies and Crowe BGK, and managed working capital and cash flow as a business analyst at Eleven75 Group.
Alongside my role, I partner with companies as an advisor, investor, board member or fractional CFO, especially in technology, industrials, consumer and sustainability-related businesses.
What I bring
- Investor presentations, financial models and due diligence coordination for equity raises
- Full-cycle M&A, from target identification and valuation through negotiation and integration
- Financial and technical due diligence on acquisitions and competitive landscapes
- Clear messaging that articulates growth strategy and builds investor confidence
- Capital structure, shareholder value creation and strategic initiatives
- Board-ready models for executive decisions and equity research communications
Experience
Where I’ve done the work
-
Alliance Advisors Investor Relations
Director, Capital Markets
Help clients build investor confidence in their strategy, communicate clearly with the market, and connect with investment bankers, research analysts and investment advisors.
-
FLO EV Charging
Senior Manager, Corporate Development
Supported corporate and infrastructure equity raises, including the $136M Series E: investor materials, financial models, investor outreach and due diligence calls with the CFO. Ran financial and technical due diligence on acquisition targets for the Investment Committee.
-
Laurentian Bank Securities
Associate, Investment Banking · Diversified Technology & Industrials
Supported equity issuances, debt offerings and M&A mandates for public companies ($200M–$5B market cap). Worked with CFOs and IR teams on capital structure and investment ideas, and connected issuers with institutional investors.
-
Neptune Wellness Solutions
Senior Financial Analyst, M&A
Led a full-cycle acquisition: target identification, valuation, Investment Committee, negotiation, due diligence and integration, including leading the integration team and post-closing adjustments.
-
Eleven75 Group
Business Analyst
Worked across sales, e-commerce and operations to manage inventory, forecast working capital and optimize cash flow.
-
The MFA Companies
Valuation Analyst
Built valuation models for GAAP and tax purposes (stock valuations, purchase price allocations, 409A, estate planning) and supported sell-side and buy-side mandates with pitchbooks, CIMs and models.
-
Crowe BGK Corporate Finance Advisory
Analyst, Mergers & Acquisitions
Drafted teasers and CIMs, built buyer lists, managed buyer inquiries and negotiated terms on middle-market sell-side mandates.
Designation
CFA® Charterholder (2019)
Education
McGill University: B.Com., Finance & Entrepreneurship · Graduate Diploma in Applied Finance (Dean’s Honour List)
Languages
English & French
Selected mandates
Deals, raises and models
A sample of transactions and engagements. Client names are withheld for confidentiality.
Buy side
- Advised middle-market public companies ($200M–$5B market cap) in technology and industrials on acquisition targets and deal structuring
- Advised a health and wellness company on the acquisition of an organic baby and toddler food brand
Capital raising
- Supported FLO EV Charging’s $136M Series E financing as part of the corporate development team
Valuation
- Built financial models for early- and mid-stage venture-backed companies for GAAP reporting (stock valuations, purchase price allocations) and tax planning (409A, estate planning)
FP&A / Fractional CFO
- Developed a custom financial model for a niche film distribution company and provided ongoing advice on acquisition economics and other financial matters
- Worked across sales, e-commerce and operations to manage inventory, forecast working capital and optimize cash flow for a home and durable goods company
Work with me
Ways we can work together
01
Advisory
Hands-on help for executives: financial strategy, go-to-market, partnerships and capital planning.
02
Boards & investing
Board and advisory seats, and investment, in promising companies in technology, industrials, consumer and sustainability.
03
Due diligence
Financial, operational and strategic due diligence to support the acquisition of a company.
04
Selling your business
Full-cycle support to prepare, market and sell your business, from valuation through closing.
05
Valuation
Valuation reports to support litigation, board decisions, minority shareholder buyouts, or testing the waters for an eventual sale.
06
Fractional CFO
Financial models, forecasting, working capital and cash flow management: senior finance leadership without a full-time hire.
Contact
Let’s build something.
Whether it’s a venture, a partnership, or you just want to talk shop, drop me a line.