O'Connell Advisory Group

A Leading Consulting Firm Specializing In M&A Transaction Services.

The M&A transaction experts at O’Connell Advisory Group focus on serving buyers and sellers in the lower middle market across more than 200 industries. 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 across more than 200 industries. 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.

3 BASIC STEPS

Why Choose Us?

Buying a Business

Selling a Business

Starting a Business

OUR SERVICES

Receive Expert Guidance & Invest Confidently

Which Expert Service Suits You Best ?

Business Consultant

Market Research
Financial Analysis
Investor Relations
Product Sourcing
Operational Strategy

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 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.

$750M

Millions In Total Transaction Value

100+

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 100 + business acquisitions & sales for a combined transaction value of $750M+. 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.   

 

NEWS AND EVENTS

Our Blog

Strategic Exit Planning Advice to Business Owners

Rental Agreements and Contractor Relationships in Business Acquisitions

Strategically Evaluate Business Investments & CIMs: 3 Essential Questions

10 Steps to Buy a Business: A Main Street & Lower Middle Market Guide

5 Benefits of Conducting a Quality Of Earnings Analysis (Video)

Welcome to the M&A Transaction Services YouTube Channel

What is a Quality Of Earnings Report?

3 Tips for Successful Acquisitions featuring Patrick O’Connell on the “Let’s Buy a Business” podcast

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