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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developers
People views
05/08/2026

Nick Neophytou and Richard Watson explore how developers can make schemes stack up in challenging times

Writing for Estates Gazette, Nick Neophytou, Managing Director of Mantra (part of BTG), and Richard Watson, London and South East Auctions Director at BTG Eddisons, discussed how real estate developers may need to address challenges in the market make their schemes stack up.

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shutterstock_2547586747
Financial services
04/08/2026

Broadening SME UK finance markets requires more focused navigation

UK SMEs seeking finance must navigate a broader credit market.

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matra deal
Client news
29/07/2026

Mantra Group, part of BTG, structures finance deal for next chapter of growth at Lawrence Stephens

Mantra Group, part of BTG, has structured bespoke finance from Shawbrook for Lawrence Stephens, a full-service London law firm, to refinance its existing facilities and give the firm the financial headroom to build on its growth.

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