Business Portfolio

A portfolio of operating businesses.

Simon actively supports the growth, marketing, operational development, acquisition strategy, and long-term success of several businesses across the home services and commercial real estate industries.

Business Development · Marketing · Operations

AZ Plumbing & Air Conditioning

Business development, marketing strategy, operational growth, and strategic leadership. Simon serves as Business Development Manager, overseeing the growth, marketing, and acquisition strategy functions.

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Marketing & Customer Acquisition

Juan Plumbing Services

Marketing, customer acquisition, and operational development — with a focus on service quality, local reputation, and repeatable growth systems.

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Growth & Expansion Strategy

Jerry Nolan Plumbing

Business growth, expansion strategy, and operational excellence across an established plumbing operation with deep community roots.

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Commercial Real Estate Investment

AZ Real Estate Division

Commercial real estate acquisitions, investment analysis, seller financing, and creative deal structuring across Florida and the Southeast.

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Approach

How Simon engages with a portfolio company.

Diagnostic

A first-principles look at the customer, the P&L, the operating model, and the growth ceiling.

Operating System

Marketing, sales, and reporting systems installed with clear ownership and cadence.

Compounding

Quarterly reviews and multi-year roadmaps that turn short-term wins into durable enterprise value.

Ready to discuss an opportunity?