# Simion Advisory

> Financial Modeling, Valuation & Transactions

- Canonical listing: https://agencysource.com/agencies/simion-advisory
- Location: New York, NY
- Categories: [AI & LLM Development](https://agencysource.com/categories/ai-development), [Business Consulting](https://agencysource.com/categories/business-consulting)
- Services: Funding & Investment, Business Consulting, Commercial Financing
- Team size: 2 - 9
- Hourly rate: Undisclosed
- Minimum project: $1,000+
- Founded: 2017
- Website: https://simionadvisory.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

Accurate, data-driven analysis and transaction support for complex, high-stake projects driven by corporates seeking growth, efficiency, and investor confidence. We deliver financial models, transaction support, strategic plans, and operational improvement strategies that empower leadership teams to make confident, high-impact decisions.

Why corporates work with us:

- High-fidelity financial models for strategic planning, M&A, or investment cases
- Business valuations for acquisitions, divestments, or restructuring
- Transaction advisory to guide negotiations, structuring, and due diligence
- Market analysis & forecasting to inform capital allocation and risk management
- Operational optimization plans to increase efficiency and profitability
- Board & stakeholder materials that are clear, compelling, and decision-ready

Why you should work with us:

Former consultants from Deloitte & PwC with expertise in Strategy, Transactions & Operations

Hands-on experience across Energy, Finance, Manufacturing, Real Estate, Agriculture, and Technology

Proven ability to improve ROI, reduce costs, and support major investment and transaction decisions

Top Rated Plus & Expert-Vetted – trusted for complex, high-value engagements

Our key services:

Financial Modeling & Analysis – Multi-scenario planning, capital budgeting, sensitivity testing

- Valuation & Transaction Support – M&A models, asset valuations, deal structuring
- Strategic Planning – Growth strategy, market entry, portfolio optimization
- Executive & Board Materials – Investor decks, business cases, performance reports
- Operational Efficiency – Process audits, cost reduction, KPI frameworks

What our clients say:

“The financial model became the foundation for our board’s investment decision. Highly recommended.”

“Their operational insights saved us millions in projected costs over the next 3 years.”

Let’s talk! We help leadership teams gain the clarity needed to make the right calls.

Gabriel I. Simion

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Source: Agency Source, https://agencysource.com/agencies/simion-advisory. Ratings and reviews come only from reviews submitted and moderated on Agency Source; agencies cannot pay for rank.