Your M&A Partner
ACHIEVE VALUE REALIZATION THROUGH PROVEN STRATEGIES.
- At O'Connell Advisory Group, our team of M&A transaction experts specializes in serving buyers and sellers in the lower middle market across over 200 industries. Our mission is clear: to empower entrepreneurs, private equity firms, family offices, and private investors with actionable insights and streamlined processes to achieve their strategic and financial objectives. With a track record of serving over 350 clients and facilitating transactions totaling $950M+, our experts excel in financial due diligence, quality of earnings assessments, deal structuring, business valuation, risk mitigation, and contract review. Our tailored approach and customized solutions are designed to minimize risk while maximizing value through proven M&A strategies.

TRANSACTION EXPERTISE
We are experts in financial due diligence, quality of earnings, buy-side advisory, deal structuring, sell-side advisory, purchase price negotiation, contract review and financial and operational advisory for those seeking to buy a business or optimize a business for sale.

EXCELLENCE IN CLIENT SERVICE
We take great pride in providing exceptional, professional service from start to finish. This commitment to excellence is reflected in the consistent 5-star reviews we receive from both current and former clients.

PREMIUM M&A STRATEGIES
Providing world-class M&A strategies to help buyers and sellers achieve successful transactions and sustainable growth.
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.
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
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