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Simon has experience in a wide variety of banking and finance transactions, including structured trade finance, trade finance, commodity finance, insurance-backed finance, project finance, invoice discounting facilities, warehouse finance, supply chain finance, ECA finance and borrowing-base facilities.
He has advised on transactions across Africa, the Middle East, Asia and the CIS. His work in the structured trade arena covers a range of financings acting for both lenders and borrowers notably in the oil, telecoms, soft commodities and metals sectors. He has particular experience in Africa and in the Middle East, where he was based for four years. Simon also acts for industry bodies including the International Trade and Forfaiting Association (ITFA).
Participating in structured trade finance and project finance conferences and seminars throughout Europe, the Middle East and Africa, he has spoken at structured trade finance conferences and seminars and general finance in London, Paris, Lisbon, Geneva, Frankfurt, Amsterdam, South Africa, Zambia, Uganda, Ghana, Nairobi and Dubai, as well as on PPP in South Africa, on project finance and structured trade finance at Afrexim's annual structured finance conferences in Egypt, Ghana, Zambia and South Africa.
A member of ITFA’s Executive Board, in 2024 Simon was re-appointed its Head of Education. In November 2025, Simon was re-appointed as one of just eight full voting members on the African Regional Committee, of which he was also a founding member in 2017.
Simon is recognised in the 'Hall of Fame' by The Legal 500 UK, 2027 for Trade Finance and included in Tier 1 by Chambers UK, 2026 for Commodities: Trade Finance. He is also included in Best Lawyers UK, 2025 for his work in commodities.
Sullivan partners Carole Bass and Douglas Schneidman have been recognized in the 2026 edition of Doyle’s Guide among New York City’s Leading Wealth, Estates & Succession Planning Lawyers. Carole, who leads the firm’s Private Clients/Trusts & Estates practice, was named a leading lawyer, and Doug was named a recommended lawyer. Carole advises high-net-worth individuals, multigenerational families, family offices and fiduciaries on estate, wealth transfer and trust planning. She designs sophisticated, tax-efficient
The Massachusetts Appeals Court recently issued a useful reminder that aggressive discovery positions risk negative consequences far beyond facing motions to compel. In Old Ironsides Energy LLC v. Marsh & McLennan Agency LLC[1], the court affirmed summary judgment against a plaintiff seeking approximately $20 million in damages after concluding that the plaintiff lacked admissible expert testimony necessary to prove its claimed damages. The $20 million kicker? Expert testimony would have been admissible
On Friday, September 18, 2026, the Massachusetts Supreme Judicial Court (the “SJC”) affirmed the dismissal of the Town of Marshfield’s challenge to the MBTA Communities Act (the “Act” or “Section 3A”).[1] The decision confirms that covered municipalities must adopt and maintain zoning that permits multifamily housing as of right in at least one district. It also rejects Marshfield’s four principal theories for avoiding that obligation, which are explored in more
Richard Jones will speak on a panel discussion titled "Practitioner Feedback" on October 8, 2026, at the 46th Annual National Conference of State Tax Judges at the Lincoln Institute of Land Policy in Cambridge, Massachusetts. The Conference meets annually to review recent state tax decisions, consider methods of dealing with complex tax and valuation disputes, and share experiences in case management. Rich's practitioner-focused panel will explore practical strategies and best practices
On September 16, 2026, the Securities and Exchange Commission (SEC) issued two proposals that, if adopted, would represent significant changes to the federal proxy rules for U.S. public companies. The first proposal would eliminate Rule 14a-8 under the Securities Exchange Act of 1934 (Exchange Act). Rule 14a-8 currently requires companies to include qualifying shareholder proposals in their proxy materials and has been part of the federal proxy rules for more than
Partner Geoffrey Wynne will participate in The Trade Finance Compliance Conference hosted by leading global consultancy HKA and IIBLP (the Institute of International Banking Law & Practice) in London on October 6, the theme of which is “Inside Real-World Trade Finance Compliance Decision-Making.” Geoff will join the panel discussing “Fraud, TBML (Trade-Based Money Laundering) and credit risk - one fact pattern, three silos” which will be moderated by Lorna Strong (Associate
Molly Depew will co-present “Estate Tax and the Gross Estate,” a webinar hosted by the American Bar Association’s Section of Real Property, Trust and Estate Law, on October 8, alongside Preston Channing Demouchet. The first session in the ABA’s “Basics of Estate, Gift, and Generation-Skipping Transfer Tax” webinar series will review the application of the federal estate tax. Topics will include the tax rate and unified credit for residents and non-residents,
Alexandra (Ali) Wannop, counsel in Sullivan’s Real Estate Practice Group, was featured in the New England Real Estate Journal’s “2026 Women in CRE: CREW Boston Member Spotlight.” In the feature, Ali reflects on how advice from an early mentor shaped her approach to resolving complex title issues. She emphasizes the value of looking beyond conventional interpretations and questioning assumptions to find solutions in challenging transactions. “I’ve learned that what looks like a dead
First, a crucial clarification. While The Princess Bride (the wonderful movie) has the frame narrative of a grandfather who reads the book to his grandson, The Princess Bride (the wonderful book) has the frame narrative of a man whose father read it to him, and who wants to share it with his own son. The book is out of print, and the man sends his lawyer to a used bookstore
Sullivan partners Carole Bass and Douglas Schneidman have been recognized in the 2026 edition of Doyle’s Guide among New York City’s Leading Wealth, Estates & Succession Planning Lawyers. Carole, who leads the firm’s Private Clients/Trusts & Estates practice, was named a leading lawyer, and Doug was named a recommended lawyer. Carole advises high-net-worth individuals, multigenerational families, family offices and fiduciaries on estate, wealth transfer and trust planning. She designs sophisticated, tax-efficient
The Massachusetts Appeals Court recently issued a useful reminder that aggressive discovery positions risk negative consequences far beyond facing motions to compel. In Old Ironsides Energy LLC v. Marsh & McLennan Agency LLC[1], the court affirmed summary judgment against a plaintiff seeking approximately $20 million in damages after concluding that the plaintiff lacked admissible expert testimony necessary to prove its claimed damages. The $20 million kicker? Expert testimony would have been admissible
On Friday, September 18, 2026, the Massachusetts Supreme Judicial Court (the “SJC”) affirmed the dismissal of the Town of Marshfield’s challenge to the MBTA Communities Act (the “Act” or “Section 3A”).[1] The decision confirms that covered municipalities must adopt and maintain zoning that permits multifamily housing as of right in at least one district. It also rejects Marshfield’s four principal theories for avoiding that obligation, which are explored in more
Richard Jones will speak on a panel discussion titled "Practitioner Feedback" on October 8, 2026, at the 46th Annual National Conference of State Tax Judges at the Lincoln Institute of Land Policy in Cambridge, Massachusetts. The Conference meets annually to review recent state tax decisions, consider methods of dealing with complex tax and valuation disputes, and share experiences in case management. Rich's practitioner-focused panel will explore practical strategies and best practices
On September 16, 2026, the Securities and Exchange Commission (SEC) issued two proposals that, if adopted, would represent significant changes to the federal proxy rules for U.S. public companies. The first proposal would eliminate Rule 14a-8 under the Securities Exchange Act of 1934 (Exchange Act). Rule 14a-8 currently requires companies to include qualifying shareholder proposals in their proxy materials and has been part of the federal proxy rules for more than
Partner Geoffrey Wynne will participate in The Trade Finance Compliance Conference hosted by leading global consultancy HKA and IIBLP (the Institute of International Banking Law & Practice) in London on October 6, the theme of which is “Inside Real-World Trade Finance Compliance Decision-Making.” Geoff will join the panel discussing “Fraud, TBML (Trade-Based Money Laundering) and credit risk - one fact pattern, three silos” which will be moderated by Lorna Strong (Associate
