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