Private Equity & Corporate Transactions
Strategic advisory, corporate investigations, executive protection, due diligence, and operational planning for private equity firms, investors, executive leadership, and organizations navigating complex transactions.
Significant business transactions create operational, reputational, and leadership risks that extend well beyond financial analysis. The Simon Agency supports investors, executive teams, and advisors with corporate investigations, executive protection, due diligence, and strategic advisory services that help organizations move forward with confidence.
Managing Risk Beyond The Deal
Acquisitions, mergers, executive transitions, restructurings, and other high-value transactions often involve confidential information, sensitive personnel matters, and increased public scrutiny. Our role is to help clients identify operational risks, support informed decision-making, and protect leadership throughout each phase of a transaction.
How We Support
Private Equity & Corporate Transactions
CORPORATE INVESTIGATIONS
- Internal Investigations
- Executive Due Diligence
- Reputational Risk Reviews
- Background Investigations
STRATEGIC ADVISORY
- Operational Risk Advisory
- Transaction Planning Support
- Crisis Preparedness
- Leadership Risk Assessments
EXECUTIVE PROTECTION
- Executive Protection
- Secure Transportation
- Executive Travel Planning
- Protective Operations
Typical Engagements
- Executive due diligence
- Pre-acquisition investigations
- Background investigations
- Executive transition planning
- Leadership protection during transactions
- Operational risk assessments
- Confidential stakeholder meetings
- Crisis planning during corporate transitions
Protecting Decisions That Shape Organizations
Major transactions place leadership, reputation, and organizational stability under increased scrutiny. The Simon Agency provides discreet investigative, protective, and advisory support that allows executive teams and investors to focus on strategic decisions while reducing operational uncertainty.
Related Services
Protective Intelligence →
Corporate Investigations →
Executive Protection →
Confidential Support For Critical Business Decisions
Every engagement begins with a confidential conversation about your leadership environment, risk concerns, and operational priorities.