O'Keeffe & O'Malley Overview
- Service
-
Financing Advisory
- Year Founded
-
1984
- Employees
-
7
- Serviced Companies
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284
- Serviced Deals
-
284
- Serviced Investors
-
90
O'Keeffe & O'Malley General Information
Description
Established in 1984, O'Keeffe & O'Malley is a mergers and acquisitions advisory firm headquartered in Kansas City, Missouri. The firm assists business owners with valuing businesses, enhancing the value of businesses, post-merger integration, preparing exit strategies, financial modeling, financial assessments, conducting acquisition searches, assisting businesses with financing, and a wide variety of consultative projects. The firm specializes in advising on the purchase or sale of closely held businesses, employee stock ownership plans, management, leveraged buyouts, bank financing, and valuation for spin-offs. O&O caters to sectors like energy, healthcare, logistics, information technology, construction, and commercial banks, among others.
Contact Information
Website
www.ok-om.comYear Founded
Corporate Office
- 435 Nichols Road
- Suite 200
- Kansas City, MO 64112
- United States
O'Keeffe & O'Malley Services to Companies
Service on a Deal (284)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Arrowhead Forensics | Advisor: General | Oct 2023 | 00000 | 0000000 |
| Concorde Career Colleges | Advisor: General | Dec 2022 | 00000 | 0000000 |
| Farmers & Stockmens Bank | Advisor: General | Nov 2022 | 00000 | 0000000 |
| Old National Bank (Health Savings Account Business) | Advisor: General | Nov 2022 | 00000 | 0000000 |
| Realm Companies | Advisor: General | Nov 2022 | 00000 | 0000000 |
| Arrow Material Handling Products | Advisor: General | Oct 2022 | 00000 | 0000000 |
| Freedom Bank (Community Bank) | Advisor: General | Oct 2022 | 00000 | 0000000 |
| Worldwide Steel Buildings | Advisor: General | Oct 2022 | 00000 | 0000000 |
| Evergy (199 MW Persimmon Creek Wind Farm Located in Western Oklahoma) | Advisor: General | Sep 2022 | 00000 | 0000000 |
| XenoTech | Advisor: General | Sep 2022 | 00000 | 0000000 |
O'Keeffe & O'Malley Services to Investors
Service on a Deal — Buy Side (122)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Netsmart Technologies | Advisor: General | Dec 2021 | 00000 | 0000000 |
| Armed Forces Bank | Advisor: General | Oct 2021 | 00000 | 0000000 |
| GBA | Advisor: General | Oct 2021 | 00000 | 0000000 |
| Boyd Group Services (Canada) | Advisor: General | Jul 2021 | 00000 | 0000000 |
| Sifted (Kansas City) | Advisor: General | Oct 2020 | 00000 | 0000000 |
| Creative Planning | Advisor: General | Sep 2020 | 00000 | 0000000 |
| Creative Planning | Advisor: General | Aug 2020 | 00000 | 0000000 |
| H&R Block | Advisor: General | Jul 2020 | 00000 | 0000000 |
| Creative Planning | Advisor: General | Jun 2020 | 00000 | 0000000 |
| McBee Associates | Advisor: General | Jun 2020 | 00000 | 0000000 |
Service on a Deal — Sell Side (2)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| UMB Financial | Advisor: General | Feb 2018 | 00000 | 0000000 |
| Novation Companies | Advisor: General | Apr 2014 | 00000 | 0000000 |
O'Keeffe & O'Malley Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
O'Keeffe & O'Malley Team (7)
| Name | Title | Deals | Office |
|---|---|---|---|
| JB Mason | President | Kansas City, MO | |
| Lorry Nelson | Managing Director | 0 | Kansas City, MO |
| Sloan Short | Managing Director | 0 | Kansas City, MO |
| Michael McLain | Business Valuations Executive | Kansas City, MO | |
| Michael O'Malley | Strategic Advisor | Kansas City, MO |
O'Keeffe & O'Malley FAQs
-
When was O'Keeffe & O'Malley founded?
O'Keeffe & O'Malley was founded in 1984.
-
Where is O'Keeffe & O'Malley headquartered?
O'Keeffe & O'Malley is headquartered in Kansas City, MO.
-
What is the size of O'Keeffe & O'Malley?
O'Keeffe & O'Malley total number of employees/professionals is 7.
-
What service provider type is O'Keeffe & O'Malley?
O'Keeffe & O'Malley's service provider type is Financing Advisory.
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