Mergers & Acquisitions Services
Mergers and Acquisitions Services to maximize the outcome of your acquisition.
Check out these incredible numbers.
OAG is a team of CPA M&A advisors who provide Financial Due Diligence and Transaction Advisory Services for Entrepreneurs and Investors. We focus on serving buyers, sellers, and operators in the lower middle market. And our results show: Over $950M in M&A transaction services, all powered by OAG.
Quick Deal Review
Quick Premium Due Diligence Service
Tailored for businesses with enterprise values up to $2,000,000.
Typical Turnaround Time: 5-7 Business Days
- Due Diligence Checklist
- Red Flags / Key Findings
- Financial Analysis
Essential Due Diligence Services
Essential Due Diligence Service
Tailored for businesses with enterprise values between $2,000,000 to $10,000,000.
Typical Turnaround Time: 7-10 Business Days
- Due Diligence Checklist
- Red Flags / Key Findings
- Operational Analysis
- Quality of Earnings Analysis
- Cost of Sales Analysis
- Financial Analysis
- Market Analysis
- Revenue Verification
- Customer Analysis
Comprehensive Due Diligence Services
Comprehensive Due Diligence
Tailored for businesses with enterprise values greater than $10,000,000.
Typical Turnaround Time: 10-14 Business Days
- Due Diligence Checklist
- Red Flags / Key Findings
- Operational Analysis
- Quality of Earnings Analysis
- Cost of Sales Analysis
- Working Capital Analysis
- Debt-like Analysis
- Financial Analysis
- Market Analysis
- Revenue Verification
- Customer Analysis
- SG&A Analysis
- Balance Sheet Analysis
Why work with OAG?
OAG is a team of CPA M&A advisors who provide Financial Due Diligence and Transaction Advisory Services for Entrepreneurs and Investors. We focus on serving buyers, sellers, and operators in the lower middle market.
And our results show: Over $950M in transactions, all powered by OAG.
Due Diligence Services
Premium Fully Customized Due Diligence
Package Designed For Experienced Buyers Who Want A Premium Comprehensive Service With A Tailored Scope In Mind
Typical Turnaround Time: 10-14 Business Days
- Due Diligence Checklist
- Red Flags / Key Findings
- Operational Analysis
- Quality of Earnings Analysis
- Cost of Sales Analysis
- Working Capital Analysis
- Debt-like Analysis
- Financial Analysis
- Market Analysis
- Revenue Verification
- Customer Analysis
- SG&A Analysis
- Balance Sheet Analysis
Frequently Asked Questions
For Buyers: The right time is when you’re close to submitting a Letter of Intent (LOI), so we can begin your project once the LOI is signed.
For Sellers: Before going to market, our Sell- Side Quality of Earnings can help you optimize your financials, enhance your business’s value, and present a clear, attractive picture to potential buyers.
The OAG team can get started on your project as little as 24 hours and will access the VDR and get up to speed quickly on your deal.
Typically, 2 to 4 weeks, depending on deal complexity, size, and industry.
We work with lower-middle-market businesses across professional services, government contracting, manufacturing, distribution, construction, healthcare services, consumer services, and technology-enabled companies.
Yes, we offer post-close integration, opening balance sheet and outsource accounting services.
Client Service Team Leaders
Transaction Advisory Professionals
Patrick O’Connell, CPA
Managing Director, Transaction Advisory Services
Nicholas D'Andrea, CPA
Director, Transaction Advisory Services
MEET OUR TEAM
Transaction Advisory 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 350+ business acquisitions & sales for a combined transaction value of $950M+. 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. |