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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
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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
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Mark J. Cosgrove

Director
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