Jake Simon is a Senior Analyst at Fontinalis, where he is responsible for a variety of different functions, such as supporting the investment team in research, identifying and evaluating investment opportunities, due diligence and financial modeling, collaborating with and monitoring portfolio companies, and aiding the firm’s operations and business strategy.

Prior to joining Fontinalis, Jake was an Associate and prior Analyst in the investment banking group at William Blair. During his time at William Blair, Jake engaged in numerous sell-side and buy-side mergers and acquisitions, debt and equity financings, and other strategic initiatives for growth-oriented companies in a variety of industries, including services, technology, industrials, and healthcare.

Jake earned a Bachelor of Science degree in Finance from the Farmer School of Business at Miami University (Ohio). While at Miami, Jake took leadership positions in investment banking and asset management organizations, in addition to supporting mentorship programs.