Joe O'Connell in

Joe O'Connell

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Chief Financial Officer at Simplify Compliance
📍 Miami, Florida, United States

Joe OConnell is an experienced Chief Financial Officer and Investment Partner at Simplify Compliance, specializing in M&A, corporate strategy, and private equity markets. A Georgetown and UCLA Anderson graduate, he partners with private equity sponsors to scale and professionalize portfolio companies. People often describe him as having a strong entrepreneurial spirit, superb technical capabilities, and deep integrity.

Outside of his primary roles, Joe demonstrates a keen interest in niche market trends, particularly within the data center industry. He also follows major corporations like The Walt Disney Company and has experience advising on business sales in the healthcare sector, showing a broad strategic curiosity beyond his direct responsibilities.

He once assisted a family member with the complete reorganization and successful sale of an MRI scan center.

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Experience
23 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Miami, Florida, United States
Personality Overview

How Joe shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joe cares about

Private Equity Operations
His career focuses on partnering with private equity sponsors to scale, professionalize, and position portfolio companies for successful exits.
M&A Strategy
A core part of his expertise, reflected in his independent advisory work and leadership roles focusing on strategic growth and capital raising.
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Career

Work history

4-2024
Chief Financial Officer
Simplify Compliance
1-2018
CFO and Leadership Roles
Executive Management and Board of Directors
1-2018 - 6-2023
Chief Financial Officer
Endeavor Schools
8-2016
Independent Advisor | Strategy, M&A & Capital Raising
Corporate Strategy, M&A, and Capital Raising
7-2015 - 7-2016
Principal
Nolan Capital, Inc.
In the press

Media appearances

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Education
2011 - 2013
Master of Business Administration (M.B.A.)
UCLA Anderson School of Management
1998 - 2002
B.S.
Georgetown University McDonough School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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