Dave Simon

Led or co-led more than 100 corporate finance or investment banking transactions including company sales, capital placements and complex debt financing

Active in Florida business banking community since starting with Sun Bank (now Truist Bank) in 1979

Experienced investment banker since starting career with Allen C. Ewing & Company in 1991

Founded and was Managing Partner of Capital Strategies Group, a lower-middle market M & A firm in 1993

Owned and was Managing Partner and Supervising Principal of CS Capital Strategies Financial Group, a full-service retail broker-dealer and investment banking firm

Founding member of the Orlando Chapter of the Association for Corporate Growth (ACG), and President of the Chapter 2013

Board member and President of the Board of the Edgewood Children’s Ranch (www.edgewoodranch.com), a place that provides at-risk children and their families a safe environment to change behaviors and the course of their lives

Co-Founder and President of the Edgewood Ranch Endowment, Inc. an endowment solely focused on the long-term operating needs of the Edgewood Children’s Ranch

Part-owner and Manager of two restaurants in Nashville, Tennessee which later sold to Tony Roma’s

Graduate of Miami University in Oxford, Ohio