Simon Leroux from Optionality

Simon Leroux is the Founder and CEO of Optionality.


Optionality is the AI-powered co-pilot designed to help M&A advisors, corporate finance teams, consultants, accountants, and Private Equity investors discover, qualify, and close more deals — faster.


Chapters
- The Journey of a Repeat Founder
- Understanding M&A from a Founder's Perspective
- Value Creation: Beyond the Numbers
- The Importance of Strategic Planning for Selling
- The Role of Advisors in M&A Transactions
- Leveraging AI to Enhance M&A Advisory
- Shifting Mindsets in the M&A Landscape
- Navigating Industry Hesitations with AI
- Scaling Advisory Teams in a Changing Market
- Leveraging AI for Deal Sourcing and Value Creation
- Effective Customer Engagement and Feedback Loops


Chapters
00:00 The Journey of a Repeat Founder
03:06 Understanding M&A from a Founder's Perspective
06:03 Value Creation: Beyond the Numbers
08:57 The Importance of Strategic Planning for Selling
11:49 The Role of Advisors in M&A Transactions
14:49 Leveraging AI to Enhance M&A Advisory
17:54 Shifting Mindsets in the M&A Landscape
27:29 Navigating Industry Hesitations with AI
31:02 Scaling Advisory Teams in a Changing Market
34:49 Leveraging AI for Deal Sourcing and Value Creation
42:04 Effective Customer Engagement and Feedback Loops
46:48 Personal Growth and Resilience in Entrepreneurship


Keywords
M&A, entrepreneurship, value creation, business strategy, AI in finance, repeat founders, advisory services, business exit, market trends, strategic planning, AI, advisory, M&A, scaling, customer engagement, value creation, private equity, technology, entrepreneurship, industry trends