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Simon S.SS

Simon S.

M&A, fundraising and strategy consulting

€500/day
Paris, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Simon

You are afounder**, **executive**, or **acquirerpreparing for atransformative transaction– fundraising, acquisition (LBO, MBI, MBO), divestiture, or refinancing – or you have a **specific need for financial modeling**. I transform your project into a robust, quantified, and negotiable dossier that speaks the language of investors and lenders.

I can assist you in three areas, individually or end-to-end:

  • Financial Modeling- business plans, integrated models (operating, LBO, project finance, DCF and multiples valuation), financing plans, sensitivity analyses. Clear, auditable models ready for board review.
  • Structuring- equity/debt/quasi-equity architecture, capitalization tables, debt sizing and covenants, holding company structuring, exit mechanisms.
  • Documentation and Negotiation- equity story, teaser, investment memo, term sheet and SPA/BOPA review and preparation (liquidity, drag/tag-along, earn-out, warranties).

What sets me apart:7+ years in financial advisory and investment – M&A buy-side and sell-side, fundraising, project finance – across 30+ transactions totaling USD 4bn+. I have managed consolidated models, equity and debt raisings from USD 60-700m, carve-outs, and competitive processes.
Founded atHEC Parisand **Sciences Po**, certified in advanced financial modeling.

Typical deliverables:business plan or valuation for fundraising/divestiture; LBO or acquisition model; equity story and investment memo; existing model audit; capitalization table and dilution analysis; negotiation preparation (critical review of term sheets, quantified counter-arguments).

Short and focused assignments:defined scope and deliverables, over 3 to 4 weeks. Describe your situation and deadline.
  • French

    Native or bilingual

  • English

    Native or bilingual

  • Spanish

    Fluent

Remote only
Primarily works remotely

Experience

  • Okan Partners | Financial & Strategic Advisory founded by ex-McKinsey
    Manager
    CONSULTING AND AUDITS
    April 2021 - June 2026 (5 years and 2 months)
    Paris, France
    • Led or contributed to 30+ mandates spanning M&A sell- and buy-side, minority buy-ins, carve-outs, debt/equity raisings and commercial due diligences representing $4bn+ of transaction value, as well as strategic and value creation plans across mid-sized industrial, B2B services, infrastructure, energy and logistics sectors primarily in Africa.
    • Built and owned fully integrated financial models (operating, merger, project finance, LBO, and valuation FMs) supporting investment decisions, and regularly challenged management business plans, scenarios, cap. structures, returns and solvency.
    • Managed project teams of up to 5 Associates/Sr. Associates (staffing, training, mentoring, recruiting, and reporting) while engaging with C-levels, investors, advisors, and prospects.

    Selected mandates:
    - Advisor to an industrial parks & logistics developer and operator present in 12+ geographies in multiple equity and debt fundraising at HoldCo and PortCo level with institutional investors & lenders
    - Advisor to a mining & metal processing platform in equity (sell-side) & debt fundraisingn and M&A (buy-side) at HoldCo and PortCo level with institutional investors & lenders
    - Advisor to a European private equity-backed EUR 1b revenue energy & mobility services group in the carve-out of 2 subsidiaries
    - Advisor to a European EUR 20bn+ AUM infrastructure PE fund on market study & pipeline screening
    - Advisor to a European agribusiness leader on M&A screening in edible oil value chains (10 geographies)
    - Advisor to a leading North African agribusiness player on strategic roadmap and opp. screening across poultry value chains (7 geographies)
    - Advisor to a West African Ministry on strategic and business plan for a multipurpose port
    - Advisor to a leading ports & logistics operator on a strategic note to the Government for a West African port concession renewal
    - Multiple commercial due diligences & valuations in logistics, transport, energy, B2B services, and manufacturing
    Fundraising Mergers & Acquisitions Corporate Strategy Finance Debt Structuring
  • Inspection Générale des Finances | French Ministry of the Economy and Finance
    Public Policy Analyst Intern
    CONSULTING AND AUDITS
    February 2020 - August 2020 (6 months)
    Paris, France
    The Inspection générale des finances (IGF) is a top-level French consulting and supervisory body placed under the responsibility of the Ministers of Economy and Finance and the Prime Minister

    - Assessed France's energy efficiency (Certificats d’Economies d’Energie - CEE)
    - Monitored Covid-19 business support policies (Chômage partielle, PGE, Allègements de charges, subventions, etc.) under the supervision of Benoît Coeuré
    Public Administration Consulting Public Policy Data Analysis Quantitative Studies
  • Montbrun Invest | Private equity real estate family office
    Investment Analyst Intern
    PRIVATE EQUITY
    August 2019 - December 2019 (4 months)
    Paris, France
    Worked directly with 2 former Private Equity Partners on various documents (IC memos, Strategic notes) and financial models (incl. NAV and LBO) to assess 10+ investment opportunities
    Fundraising Finance Private Equity Real Estate Investment

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Education

  • Master in Management
    HEC Paris
    2020
    Master in Management
  • Master in Public Affairs (Dual Degree in Corporate & Public Management)
    Sciences Po Paris
    2020
    Master in Public Affairs (Dual Degree in Corporate & Public Management)

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