Your Trusted Due Diligence Provider for Companies in B2B Services, Manufacturing, Consumer Goods, and Tech-Enabled Services.
O'Connell Advisory Group
A Leading Consulting Firm Specializing In M&A Transaction Services.
The M&A transaction experts focus on serving buyers and sellers in the lower middle market. Our mission is to empower entrepreneurs, private equity firms, family offices, and private investors with actionable insights and a streamlined processes to achieve their strategic and financial objectives. Our tailored approach and customized solutions are designed to reduce risk while maximizing value realization through our proven M&A strategies.
Testimonials
What Our Clients Say About Us
HOW WE CAN HELP
Clients We Serve
The M&A transaction experts at O’Connell Advisory Group focus on serving buyers and sellers in the lower middle market. Our clients’ businesses typically fall into one or more of these categories.
$5M - $50M
Annual Revenue
Our M&A expertise is with companies generating $5M – $50M in annual revenue.
$1M - $15M
Annual EBITDA
With most businesses, profitability or EBITDA in addition to a rising growth rate are key to attracting multiple offers to drive up the purchase price.
$1M - $10M
Annual Recurring Revenue
Businesses with low churn and rising recurring revenue often command a higher sale price.
OUR SERVICES
Expert Guidance in Lower Middle Market Deals
Which Expert Service Suits You Best ?
M & A Consultant
Financial Diligence
Quality of Earnings
Working Capital Analysis
Deal Data Analytics
Post-merger Integration
M&A Consultant
Financial Diligence
Quality of Earnings
Working Capital Analysis
Deal Data Analytics
Post-merger Integration
Valuation Services
Calculations of Value
Financial Modeling
Buy-sell Agreements
Transaction Support
Private Equity
Powering Your Transaction Success With Our Expertise
Owners, investors, and business have trusted O'Connell Advisory Group to advise their strategic decision making in order to maximize financial outcomes at every stage of their business lifecycle.
$800M
Millions In Total Transaction Value
125+
Successful Transactions
MM
Millions In Enterprise Value Created Through Strategic Advice
MEET OUR TEAM
Real Professionals
Patrick O'Connell, CPA
O’Connell Advisory Group – M&A Transaction Services
MANAGING DIRECTOR
Patrick has been serving buyers and sellers in the lower middle market for the past decade across more than 200 industries. Patrick has conducted 125 + business acquisitions & sales for a combined transaction value of $800M+. Patrick specializes in financial due diligence, quality of earnings, deal structuring, business valuation, risk mitigation, and contract review. Patrick’s approach and customized solutions help you reduce risk while realizing value through proven M&A strategies. |