Simón is an Analyst in Evergreen’s Business Valuation practice.
He is involved in a wide range of client engagements, including valuations for financial reporting, estate planning, and tax planning/compliance. Simón supports the valuation of various ownership interests in privately held entities across multiple industries, such as government contracting, business services, and tech-enabled services.
Before joining the Business Valuations team, Simón interned with Bain Capital on the Investment Operations team supporting the Credit division. He analyzed cash and bank balance variances, assisted with fund analysis, and compiled asset and transaction data to support senior staff. He also created daily reports to help resolve outstanding asset issues.
Education
Simón graduated Cum Laude from Northeastern University. He holds a Bachelor of Science in Business Administration, with concentrations in Finance and Entrepreneurship and a minor in Data Science.
Interests
Simón is an avid sports enthusiast who enjoys mountain biking, snowboarding, and hiking, in addition to playing and watching soccer, tennis, and Formula 1. He loves to travel and immerse himself in new places and cultures around the world. Coming from a multicultural background, Simón brings a unique worldview and approaches problems with openness, adaptability, and a global perspective that enhances his ability to collaborate across diverse environments.
