David Simon

Managing Partner
Mr. Simon has been responsible for 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 SunTrust) in 1979
  • Experienced investment banker since starting with Allen C. Ewing & Company in 1991
  • Founded Capital Strategies Group in 1993
  • Graduate of Miami University in Oxford, Ohio
  • President of the Orlando Chapter of the Association for Corporate Growth (ACG), 2013 Chapter of the Year

Michael Skat

Affliate Advisor
Mr. Skat is dedicated to middle-market companies and their owners. He has successfully completed over 70 middle market transactions totaling over $300 million in a variety of industries. Mr. Skat currently serves in an operational capacity with Aegis Business Credit.
  • Opened offices for Fidelity Funding Financial Group, Fremont Financial Corporation, Foothill Capital Corporation, Greystone Business Credit Corporation and Business Alliance Capital Corporation
  • Bachelors degree in Economics from University of Wisconsin-Madison
  • MBA with emphasis in finance from the Crummer School of Business at Rollins College Winter Park, Florida

James McArthur

Affliate Advisor
Mr. McArthur has managed over 50 turnaround and restructuring projects.  His background includes corporate banking with Barnett Bank-now Bank of America , commercial finance with The CIT Group, turnaround, restructuring, interim and crisis management. He has a successful track record of assisting management in developing strategies and executing in special situations as well as re-capitalization. He has served clients in various interim CEO, COO, CFO, and CRO positions. Mr. McArthur currently serves in an operational capacity with Aegis Business Credit.
  • 25 years of experience in commercial finance and consulting
  • Industry focus includes manufacturing, distribution, transportation, retail, finance, construction, professional firms, service industries, golf course and resort operations, real estate development, healthcare, education and non-profit
  • Bachelor of Science degree in finance and economics from Wofford College, South Carolina
  • President-elect of the Florida Chapter of the Turnaround Management Association (TMA), 2013

Mark J. Cosgrove

Mr. Cosgrove assists clients through the merger and acquisition process and brings a high level of operational expertise, drawing upon his experience of successfully selling a middle-market technology company as the CFO.
  • Corporate banking experience with Fortune 100 companies as well as international clients
  • Over 120 client engagements and more than 24 years of experience
  • Established an investment banking firm to provide corporate finance advisement to middle market and emerging growth companies
  • Industries focus includes life science, environment services and internet technology
  • Bachelor's degree at the State University of New York at Geneseo
  • MBA from the Crummer Graduate School of Business at Rollins College Winter Park, Florida

Nick Rodites


Since 1999, Mr. Rodites has led over 100 buy-side/sell-side M&A transactions in a wide variety of industries and sizes.
Started in 1999 with a leading Florida-based business brokerage and M&A firm.  Awarded Advisor of the Year in 2008.

  • Certified Business Intermediary (CBI) designation, 2003, from the International Business Brokers Association (IBBA) for qualified Buy-Side/Sell-Side Transaction Advisory services.

  • Accredited Valuation Analyst (AVA) designation, 2008, from the National Association of Certified Valuation Analysts (NACVA) for qualified IRS/U.S. Court business valuation expert witness services.

  • Certified Exit Planner (CExP) designation, 2009, from the Business Enterprise Institute for specializing in long-term value enhancement strategies and advanced deal structures in the transition of closely-held companies.

  • Certified Succession Planner (CSP) designation, 2010, from the International Succession Planning Association (ISPA) for specializing in designing transfers of ownership to employees or family/next generation.