Buy Side Advisory
Acquisition advisory for buyers seeking lower middle market opportunities.
Quick Deal Review
Quick Premium Due Diligence Service
Package Designed For New buyers Who Want A Light Review
Typical Turnaround Time: 5-7 Business Days
- Due Diligence Checklist
- Red Flags / Key Findings
- Financial Analysis
Quick Deal Review
Quick Premium Due Diligence Service
Package Designed For New buyers Who Want A Light Review
Typical Turnaround Time: 5-7 Business Days
- Due Diligence Checklist
- Red Flags / Key Findings
- Financial Analysis
Due Diligence Services
Essential Due Diligence Service
Experienced Buyers Who Want A Comprehensive Service
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
Due Diligence Services
Premium Fully Customized Due Diligence
Package Designed For Enterprise 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
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
Your client service team leaders are outlined below.
Patrick O’Connell, CPA
Managing Director, Transaction Advisory Services
Nicholas D'Andrea, CPA
Director, Transaction Advisory Services
Chase McAlister, CPA
Senior Manager, Transaction Advisory Services
John Petrone
Senior Manager, Transaction Advisory Services
Ready to Get Started?
