- Business valuations
- Mergers and acquisitions
- Applied finance
- Financial modeling
- Market research and analysis
- Client relationship management
- Candidate for the Chartered Financial Analyst (CFA) designation
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Mr. Simon utilizes his practical knowledge along with strong analytical abilities to deliver a comprehensive set of valuation services to privately-held, publicly-traded and nonprofit entities. Jordan’s candidacy for the Chartered Financial Analyst (CFA) designation, along with his valuation, M&A and applied finance experience, adds tangible value to the process of helping clients make informed decisions regarding their most complex transactions.
Prior to joining MFA Global, Jordan worked with the Corporate Finance team at Crowe BGK where he was involved in advising middle market companies in all facets of the sell side process. This experience helps him understand the intricacies of different businesses while simultaneously ensuring that the customer’s expectations are fulfilled.