Simon D’ortenzio

Simon D’ortenzio

  • Senior Manager (Corner Capital)
  • Melbourne
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Simon D’ortenzio is a Senior Manager of Corner Capital – BG Private’s Corporate Advisory and Private Equity divisions.

Prior to joining BG Private, Simon was an Investment Analyst at an institutional Australian equities funds manager. He was the lead analyst for industries including consumer discretionary, consumer staples and financial services. The role also gave him a deep understanding of an ESG investment framework.

His time working across the listed equity markets gives him a keen eye for analysing company financial data, economic trends and industry drivers as well as reviewing potential investment opportunities. His ability to do 360 degree research results in actionable insights that clients can use to make more informed decisions.

Simon D’ortenzio also works with clients to help them understand exit strategy possibilities and how to maximise their enterprise value.

He also investigates acquisition opportunities across a broad range of industries to ensure clients have all of the insights they need to make a successful purchase. This includes deal structures and business valuations.

Simon regularly consults to the Boards of our clients regarding transaction opportunities, and growth and strategic planning.

At BG Private, he leads a small team of Associates and is a key driver behind the growth of these divisions.

Qualifications

  • Bachelor of Business (Economics and Finance) (Hons.)
  • Master of Economics

Highly regarded in

  • Growth strategies
  • Financial analysis
  • Business value optimisation
  • Due diligence
  • Sourcing investment opportunities
  • Industry analysis