Our Story
Acquisition Criteria
Acquisition Criteria
Simon Enterprises is a family office investment firm that acquires, manages, and builds market-leading companies. Being a family office, we do not have investors, which allows us to have more flexibility and a permanent investment horizon.
Acquisition Criteria
Acquisition Criteria
Acquisition Criteria
Best-in-class technology: Our portfolio companies provide their customers with mission-critical, best in class technology.
Outstanding leadership: Strong existing management team, or ability to bring in experienced leaders from our network.
Diligence Process
Acquisition Criteria
Diligence Process
Confidentiality: We promise strict confidentiality throughout our diligence process.
Timeliness: We typically provide a valuation range within 1-2 days after our first conversation.
Respect: We do not engage in unfriendly takeovers, and have a strict 100% employee retention policy post-acquisition.
Post Acquisition
Acquisition Criteria
Diligence Process
We have a significant network of experienced management teams, which provide support to our portfolio companies in any way they can, post acquisition. This network consists of experienced sales leaders, digital marketing experts, product/engineering managers, customer support leaders, and financial analysts.