Joe O'Connell

Examiner
DISC Type : cs

Chief Financial Officer at Simplify Compliance

Miami, Florida, United States

Overview

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.

Personality Overview

Status Quo Seeker

Process Oriented

Tough To Convince

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care 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.
Data Center Industry
He recently shared and recommended a specialized podcast about the data center space, indicating a strong professional or personal interest in the sector.

Media Appearances

Joe has no verified media appearances

Work History

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

Education

2011 - 2013
Master of Business Administration (M.B.A.) from UCLA Anderson School of Management
1998 - 2002
B.S. from Georgetown University McDonough School of Business

More Information

Social Presence :

Prographics :

Exp : 23 Location : Miami, Florida, United States Job Level : Leadership Designation : Chief Financial Officer at Simplify Compliance
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Joe

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Joe take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Joe

Personality Compatibility


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