Bristol Reports developed out of a need from Simon Group Holdings, a family office in Birmingham, Michigan. After spending a year dedicated solely to SGH entities. We recognized that other family offices and family owned businesses could benefit from an outsourced finance team that understands the needs of the family office space. Today Bristol Reports assists several family offices around the world.
Like a bespoke tailor on Savile Row, we have spent decades training at large corporations in order to provide personal, detailed attention to our clients’ financial needs.
Bristol Reports is a boutique firm managed by its’ founding members
Founder & Principal
With over 17 years of finance experience, Naim has successfully managed and led teams in corporate finance – from treasury, sales finance, revenue management, and financial planning and analysis.
Prior to joining the family office, Naim spent 9.5 years at PepsiCo where he moved through the finance ranks leaving as an executive on the beverage side of the business. Additionally, Naim started his professional career working for 5 years at Ford Motor Company in their finance organization.
Naim holds an MBA from the Kellogg School at Northwestern University and a BA in Economics from the University Michigan.
Founder & Principal
Matt began his career in consulting 14 years ago before switching his focus to corporate finance. Through escalating roles starting as a Sr. Analyst with Ford Motor Company and leaving (to join the family office) as a finance executive with the Quaker Oats division of PepsiCo, Matt gained expertise in supply chain finance, FP&A, long-term planning, CapEx management, A&M budgeting, brand finance, and pricing strategy.
Matt is an active member of the Excel community, earning the prestigious MVP title from the MrExcel organization in 2006. He has a passion for optimization, and he frequently writes training modules to help his peers drive continuous efficiency improvements in their day-to-day operations.
Matt holds both an MBA from the Krannert School of Management as well a BS in Mathematics from Purdue University. Matt was among the youngest graduates in Krannert’s history having graduated at the age of 22.
Please contact us to inquire about our services and to set up a demo.