Simon A.

Trailblazer
DISC Type : DI

Associate Member at PortfolioExec Ltd

United Kingdom

Overview

Simon is a founder and director of a private equity firm that acquires businesses from owners seeking to exit, focusing on ethical principles that protect employees and the brand. Drawing on his experience and a B. A. from the University of the West of England, colleagues describe him as a focused, insightful, and articulate leader.

Based on his recent writings, Simon takes an active interest in the nuances of business finance, such as personal guarantee insurance. He also follows UK politics and economic policy, sharing critical viewpoints on the current government and its financial management.

His private equity firm was specifically created to provide a fair exit for business owners while ensuring their companys legacy and staff are well looked after.

Personality Overview

Persuasive

Assertive

Values Relationships

They like to keep things under control.  They are more likely to be open to unproven but exciting technologies. They do not mind taking risks and can make hard decisions, if necessary.

Topics They Care About

Ethical Acquisitions
Co-founded a private equity firm that focuses on acquiring businesses while retaining the staff and brand, ensuring a positive legacy for the exiting owner.
Owner Exit Planning
His consultancy and private equity work centers on helping owners of small to mid-sized businesses prepare for and execute a sale.
Business Predictability
A core part of his professional focus is on improving business processes, monitoring, and measurement to make operations more predictable and profitable.

Media Appearances

Simon has no verified media appearances

Work History

2-2025
Associate Member at PortfolioExec Ltd
1-2021
Founder at Haslemere Consultancy Limited
12-2017
Director at Marlborough Scott
7-2021
Director at Warco
10-2020
Director at Cobra Engineering (UK) Limited

Education

B.A. (Hons) from University of the West of England

More Information

Social Presence :

Prographics :

Exp : 7 Location : United Kingdom Job Level : Leadership Designation : Associate Member at PortfolioExec Ltd
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Insights For Selling To Simon

During A Call Or A Meeting

DO's

  • Give them control of the sales process
  • Showcase existing customers and use case-studies to grab their attention
  • Address your competition clearly and confidently

DONT's

  • Do not look like someone who doesn’t know what they are talking about
  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Simon is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Simon

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Simon move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Simon take some risk or not?

  • They can take risks if necessary.

You And Simon

Personality Compatibility


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