Private Equity

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Simon Group Holdings

Simon Group Holdings (SGH) is collaborative, innovative and digitally disruptive. Its diverse portfolio of strategic investment partnerships allows it to...

Simon Group Holdings logo

Simon Group Holdings

Simon Group Holdings (SGH) is collaborative, innovative and digitally disruptive. Its diverse portfolio of strategic investment partnerships allows it to leverage relationships across brands and drive successful outcomes, and it puts its own resources and talent into every investment and acquisition. The firm's philosophy is that it does not invest in companies, but invests in and empowers great people. Its focus areas are Energy, Sports, and Innovation.

General information

Firm type

Private Equity

Year founded

1985

Location

Region

North America

Country

United States

City

Birmingham

Corporate office

Birmingham, MI, United States

Principals

Sam Simon

Founder & Chairman

Sector focus

Energy Transition & RenewablesIndustrial TechReal EstateMobility & TransportationEnterprise Software

Frequently asked questions

Who makes investment decisions at Simon Group Holdings?

Founder and Chairman Sam Simon is the central investment decision-maker, drawing on nearly four decades of operating experience. The firm runs a lean structure where strategic direction and major capital allocations flow through the chairman's office. Day-to-day oversight of portfolio companies is handled by operating executives embedded within each business unit.

What is the relationship between Simon Group Holdings and Atlas Oil Company?

Atlas Oil Company is the original operating business Sam Simon founded in 1985 and remains the anchor asset within Simon Group Holdings. The fuel distribution and logistics company generates deal flow in energy infrastructure and provides the operational template for how the holding company approaches industrial acquisitions. Simon Group Holdings functions as the parent entity, while Atlas Oil operates as a distinct portfolio company.

Where are Simon Group Holdings' investments concentrated geographically?

The portfolio is concentrated in the United States, with a heavy operational footprint in the Midwest and Gulf Coast regions through its energy logistics assets. Atlas Oil's fuel supply network extends into international markets, but the holding company's direct equity positions are understood to be primarily domestic. No non-US office locations are publicly disclosed.

How does Simon Group Holdings source investment opportunities?

Deal flow originates primarily through the firm's operator network and the logistics relationships built over decades inside the energy sector. As an owner-operator with permanent capital, the firm does not market itself to sell-side intermediaries but sources through industry contacts, corporate carve-out negotiations, and distressed situations where operational turnarounds are the value-creation thesis.

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