At WilliamsMarston, we offer a proprietary service to our clients by enabling the full lifecycle of their needs and addressing major skill gaps within the office of the CFO. By identifying key drivers of financial performance and historical trends, layering third party data assets, building automated processes and applying advanced analytics, our clients are equipped with real-time actionable insights leading to data-driven results.
We help our clients leverage the power of data to drive real time reporting, informed decision-making, enhance operational efficiency, and achieve sustainable business growth. We aim to be a trusted partner, providing comprehensive data strategy consulting services that align with our clients’ unique needs and objectives. By offering expert guidance and bespoke innovative solutions, we empower organizations to unlock the full potential of their data assets, improve their competitive edge, and navigate the complexities of the digital landscape. Through our tailored approach, we strive to deliver measurable and actionable insights and real time reporting, enabling our clients to make data-driven decisions that propel their businesses forward in an increasingly data-centric world.
WM has a broad range of capabilities to support your long-term investment goals while enhancing the performance of your portfolio companies.
Learn how WM helped a multi-national public industrial kitchen equipment manufacturer sift through transaction data as they performed a carve-out and divested a large piece of their business.
Read the Case StudyReady for clear guidance and partnership? Reach out to our Private Equity Services team today.
Meet the Team
Partner – Southeast Region Accounting Advisory Leader
Justin brings 16 years of accounting, reporting and executive management experience to WilliamsMarston. He provides leadership for diverse clients on numerous strategic financial issues. Justin has advised clients on technical reporting and accounting issues related to business combinations, divestitures, consolidation, bankruptcy and restructuring, debt offerings and related registration (including 144A and public debt syndication), as well as SEC reporting, segment analysis, debt vs. equity classification, exit/disposal activity, revenue recognition (including software revenue recognition under legacy ASC 985-605 and current ASC 606 revenue recognition guidance) and cash flow classification issues.
Prior to joining WilliamsMarston, Justin held senior positions at Aptean and in PricewaterhouseCoopers LLP’s Capital Market and Accounting Advisory Services (CMAAS) practice. Prior to serving in PwC’s CMAAS practice, Justin was in PwC’s Private Company Services (PCS) assurance practice.
Justin holds both a Bachelor of Science in Business Administration and a Masters in Accounting from Appalachian State University and is a Certified Public Accountant in both the states of North Carolina and Georgia.
Managing Director – Accounting Advisory
Simon brings more than 10 years of finance and controllership transformation, and digital enablement experience to WilliamsMarston.
Prior to joining WilliamsMarston, Simon held senior roles within EY LLP’s Financial Accounting Advisory Services (FAAS) practice, where he was a key leader in the FAAS Digital team and later in the Finance Optimization group. He has advised clients on designing and implementing scalable, technology-enabled finance solutions to support strategic initiatives such as finance transformation, close acceleration, and transaction readiness. His areas of expertise include revenue recognition automation, management reporting and controllership modernization. While at EY, Simon served both public and private companies across a wide range of industries including consumer products, healthcare, pharmaceuticals, software/SaaS, and telecommunications.
He holds a Master of Business Administration with concentrations in Finance and Strategy from Emory University, Goizueta Business School.
