About us

The future of business transfers is owner-driven.

Optionality didn't start as an idea. It started as a story. When Simon sold his companies, he saw how uneven the process was for business owners. Too much noise, too little visibility, not enough control. Optionality is his way of changing that story for every founder who comes next, because the story you've built deserves an ending worthy of its effort.

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Our team

Built by entrepreneurs, dealmakers and AI engineers

Optionality is built by people who've been through it, entrepreneurs who exited, bankers who closed deals, and AI builders who ship.

Leadership

Simon Leroux

Serial entrepreneur & Founder of Optionality

Four-time founder with three exits, including a sale to KKR. Built Optionality after going through the exit process firsthand and seeing how early planning and better data change outcomes.

Maxime Martineau

CTO

Experienced technical leader in data and AI platforms. Formerly at Nexalogy, acquired by Datametrex. Leads Optionality's architecture, security, and AI infrastructure.

Dean Mendes

Head of Product

Product leader with experience scaling AI-driven platforms. Previously at Gazelle.ai, acquired by KKR and later Lightcast. Focused on simplifying complex M&A and valuation workflows.

Advisors

Dominic Gagnon

Serial entrepreneur & Business Coach

Serial entrepreneur, investor, author, and speaker. Dominic started his first company at 14 with a simple conviction: if you want to predict the future, you have to build it. But building the future is never a straight line, that's why he joined Optionality.

Renee Russo

Exit Planner of the Year

A CEPA-certified advisor, EOS implementation expert, executive coach, and bestselling author, Renee trains the next generation of advisors in addition to having guided hundreds of entrepreneurs.

Eric Cardinal

Expert M&A & Business Coach

With 25+ years of M&A experience in Canada and internationally, Eric has guided hundreds of entrepreneurs through the transfer of their businesses.

Drew Dorweiler

Business Valuation Advisor

International valuation expert across Canada, the US, the UAE, and Singapore. CPA and Fellow of the CBV Institute, aligned with global valuation standards.

Archit Kalani

M&A and Private Equity Advisor

10+ years in M&A and private equity. Partner at May Davis Partners (New York) and active with Duke University Capital Partners.

Management

Valery Giasson

Customer Success & CEPA Certified

One of the first CEPA-certified professionals in Canada, Valery has been managing and advising businesses for over 15 years.

Aymeric Freymond

Head of Marketing

Leads growth strategy, demand generation, experimentation, and optimization across channels.

Kasper Pater

Head of Sales

Leads go-to-market execution and advisor partnerships.

Akiva Bacovcin

Ph. D., AI Researcher

Leads applied AI research focused on valuation, financial, and strategic decision intelligence.

Our manifesto

Every exit should honour the story behind it.

Most business owners find out too late what they could have done earlier.

We believe every entrepreneur deserves to understand their worth before someone else defines it for them. We believe legacy isn't built in spreadsheets. It's built in decisions made with courage and clarity. We believe preparation is power and dignity is part of the deal. We believe data should serve people, not the other way around. We believe exits should honour the builders. Always.

Backed by leading investors and partners

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