Learn more about Simon Ward

Simon is a Managing Partner of our Corporate Finance business based in our Birmingham office and works across the UK and internationally. He advises institutions, owner managers, founders and corporates on all types of corporate finance transactions across a range of sectors.

Simon has over 25 years of experience in the corporate finance and private equity market. His experience in private equity has enabled him to build a track record working on a range of private equity deals, including management advisory services, sale mandates and providing acquisition support to PE-backed businesses.

Recent notable transactions include advising the shareholders of JMC Aviation on its cross-border sale to Launch, a US-based investee company of Capitol Meridian Partners. He provided buy-side advice to LDC, the private equity arm of Lloyds Bank, on its growth capital investment in Harper James, a fast growing full service commercial law firm.

He also recently provided buy-side support to Severn Trent on multiple acquisitions for its non-regulated water services division.

Before joining BTG over 13 years ago, Simon spent 10 years working in private equity as an investor with Livingbridge and Mercia. Prior to that, he worked in corporate finance advisory and leveraged finance.

He qualified as a Chartered Accountant at a Big Four accounting practice.

Office locations

1F, Cathedral Place, 42-44 Waterloo Street, Birmingham, B2 5QB

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Analysis

News and insights

Stay ahead with commentary on the latest sector trends, regulatory changes and market developments from our team of experts.

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18/06/2026

Jenny Fram comments on the uptake of CIF and if schools can increase their success rate

After the government released its latest data on Condition Improvement Funding (CIF) applications, Schools Week asked Jenny Fram, Director at BTG, to give her thoughts on success rates and what schools have been making applications for.

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housing development
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15/06/2026

Julie Palmer and Matthew Hattersley discuss next steps for stalled housing developments with FT Adviser

As the number of financially distressed, incomplete, or stalled housing developments increases FT Adviser asked Julie Palmer and Matthew Hattersley from BTG, what actions developers and lenders can take and if this suggests that the right housing is being built.

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11/06/2026

Julie Palmer, Nazar Soofi and David Mathieson explore the financial, operational and energy challenges facing the F&B supply chain

Writing for Foodbev, Julie Palmer from Restructuring, David Matheison from Funding and Insurance and Nazar Soofi from Projects and Developments, discussed the current conditions in the food and beverage (F&B) sector and how focusing on energy security could support with cost saving measures.

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