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
Chase McAlister, CPA
Senior Manager, Transaction Advisory Services
John Petrone
Senior Manager, Transaction Advisory Services
Transaction advisory firms are practice leaders have worked
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.
Ready to Get Started?
