O'Keeffe & O'Malley

Since 1984 O'Keeffe & O'Malley, as Kansas City's premier merger and acquisition firm, has been representing business owners in helping them sell their business. We have assisted hundreds of business owners in valuing businesses, enhancing the value of businesses, preparing exit strategies for business owners, confidentially selling and merging businesses, conducting acquisition searches and structuring financing for our clients.

The majority of our focus is representing business owners to help them through the process of selling or acquiring a business. The companies we work with are typically small to mid-size companies in the $1-$50 million range. Our clients are usually in the manufacturing, wholesale/distribution, and service sectors. Usually, selling a business is a once in a lifetime occurrence. Without professional advice and direction, business owners are often negotiating a substantial part of their net worth alone for the first time against experienced buyers.

O'Keeffe & O'Malley works with many merger and acquisition firms in the United States and Internationally through Investment Bankers International (IBI). Our IBI alliance gives our clients the advantage of having additional professionals throughout the globe providing expertise, knowledge, and resources to assist us to meet our client's goals in a very confidential manner. All of our IBI offices work directly through us in assisting our clients. Most of our IBI professionals have 15 or more years experience in dealing with mergers and acquisitions which may assist us in bringing other buyers that we may not normally have located as a one office firm in Kansas City.

O'Keeffe & O'Malley is committed to providing clients with first-hand knowledge of what they are getting into when financing, buying or selling a business. And our ultimate goal is to keep as much money in our clients' pockets as possible.

With our assistance our clients make their own informed decisions. The majority of our compensation is paid to us when - and only when - our client says to close the deal.

MICHAEL O’MALLEY

Since 1991, Mike has assisted business owners in developing and implementing exit strategies for their business.  Areas of expertise include:

• Valuing businesses
• Selling and merging client’s businesses
• Enhancing the value of the business in preparation for selling
• Negotiating transactions on client’s behalf
• Securing financing for buyers to minimize or eliminate seller financing
• Obtaining cash flow, asset based, mezzanine and venture capital financing for clients
• Mentoring business owners
• Conducting acquisition searches for clients
• Identifying, screening and qualifying buyer prospects in a confidential manner
• Developing confidential marketing strategies
• Preparing offering memorandums to sell the business
• Identifying tax and purchase price allocation strategies

Mike received his accounting degree from Wichita State University. He is a Certified Public Accountant. Prior to joining O’Keeffe & O’Malley, Mike gained valuable experience as Controller of two Wichita based companies: Lodgistix, Inc., a computer software company servicing the hospitality industry and Big Cheese Pizza, a franchisor with over 100 restaurants. While in the accounting arena he directed all accounting functions, became fluent with many phases of business operations and handled the purchase and sale of numerous businesses.

Believing that good business practices include civic responsibility, Mike has been an active member in many community and professional organizations including: Helzberg Entrepreneurial Mentoring Program, Rotary, Civil Service Commissioner, Association for Corporate Growth, and The Chamber of Commerce.

DONALD O’MALLEY

Don works directly with business owners who are contemplating the sale of their business. He is fully responsible to his clients from the initial analysis of the company, to preparing the business for the M&A market, to composing and disseminating the Offering Memorandum which presents a historical overview of the company and builds a positive perception of its future potential. Then, also through his initiative, transactions move on to completion.

Don's experience uniquely qualifies him to represent clients in middle-market transactions. Since 1973 Don has been an owner of multiple businesses including radio stations, publishing companies and other service businesses. During this time he gained a thorough understanding of business management, finance, organization and the divestiture process. He has been both a buyer and a seller, giving him a unique perspective of both sides of a transaction.

Don's years of experience have given him a special understanding and appreciation of the financial and emotional issues owners face in managing and exiting their businesses.

MICHAEL MCLAIN

Michael W McLain, CPA/ABV, ASA is an expert in the areas of business valuation, stock option valuation, fair value measurement for financial reporting, asset impairment testing, damages and lost profits analysis and taxation. In the past 23 years, he has provided these services to public and privately held companies throughout the United States. His expertise has been sought after and utilized in valuation and investigation cases and he has provided his expertise on complex financial matters to attorneys, accountants, judges, and the FBI.

Mr. McLain has performed hundreds of valuations of privately held companies that conduct business in a wide variety of industries. His services are utilized for mergers and acquisitions, estate planning, ESOP transactions, buy/sell agreements, litigation, shareholder disputes, SEC disclosures, stock option pricing, and divorce. In addition, Mr. McLain has been selected to serve as a valuation expert in litigation cases. He has been qualified in various court jurisdictions in Kansas and Missouri.

Mr. McLain is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers. He also holds the American Institute of Certified Public Accountants specialty designation of Accredited in Business Valuation (CPA/ABV). Mr. McLain is licensed as a CPA in Kansas and Missouri.

Prior to joining O'Keeffe & O'Malley, Inc., Mr. McLain's held the position of director of business valuations for the Kansas City office of a national accounting firm. In this capacity, he performed valuations of small to large companies and assisted those companies in related transactions and financial reporting. In addition, he has participated in tracing misappropriated funds, calculating damages and developing financial reports for civil litigation.

Mr. McLain is a 1987 graduate of the University of Northern Iowa with a major in accounting. Mr. McLain also holds a Master of Science degree in Taxation from DePaul University.