Simon has over 25 years experience in the Investment Management and Corporate Finance industries with a wealth of knowledge and experience across a number of industries and disciplines.
Simon’s area of expertise spans: acquisitions and divestments; capital raisings (both public and private); strategic reviews; capital structure; option analysis; and corporate valuations. Experience in transaction management, finance evaluations, enterprise and business valuations, financial modelling, due diligence and documentation preparation.
Previously a principal of a boutique corporate advisory practice, Deloitte Corporate Finance (partner in Melbourne office), ANZ Investment Bank and Price Waterhouse Corporate Finance in London and Melbourne.
Simons role is as Chief Executive Officer to the overall PE Capital business.
Head of Funds Management
Sam has almost 20 years experience in financial services, including retail banking and funds management in both Australia and the United Kingdom.
Sam has extensive knowledge of the third party distribution space, especially in regard to retail investment platforms, Wraps and SMSF’s. Sam's area of expertise includes: relationship management, business development, marketing, strategic planning, product management, operations management and portfolio management. Sam also has experience in property development as he has successfully developed a number of projects for his private family company.
Sam’s role is to manage all investor channels into PE Capital.
John Darcy Evans
Chief Financial Officer
John has more than 25 years experience with Chartered Accountants, William Buck and then Grant Thornton working with owners & management of privately owned enterprises covering the full range of accounting and taxation matters. During the last four years, John has undertaken the role of Financial Controller for a range of small to medium sized businesses working closely with senior management and shareholders.