Since 1984, O’Keeffe & O’Malley has served as Kansas City’s premier merger and acquisition (M&A) firm, representing business owners and helping them confidentially sell their businesses. We’ve assisted hundreds of business owners with valuing businesses, enhancing the value of businesses, preparing exit strategies, conducting acquisition searches, assisting businesses with financing and a wide variety of consultative projects.
The businesses we work with are typically small- to-mid-size companies in the $2-$50 million range and are usually in the manufacturing, wholesale/distribution, and service sectors.
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. Our ultimate goal is to keep as much money in our clients’ pockets as possible.
Clients who once were looking for Kansas City business brokers are now able to make their own informed decisions with our assistance. The majority of our compensation is paid to us when – and only when – our client says to close the deal.
Meet the team:
Since 1991, Mike has assisted business owners in developing and implementing exit strategies for their business. Areas of expertise include:
More about Mike …
Mike received his accounting degree from Wichita State University. Prior to joining O’Keeffe & O’Malley in 1991, 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 150 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: Board member and mentor in the Helzberg Entrepreneurial Mentoring Program, Rotary, Overland Park Civil Service Commissioner, Association for Corporate Growth (ACG), Knights of Columbus and The Chamber of Commerce.
Sloan Short is an entrepreneur both in spirit and in practice. As O’Keeffe & O’Malley’s Managing Director, Sloan guides business owners through the M&A journey, leveraging the entrepreneurial expertise she gained as a partner in the web application development firm Transparent Solutions and president of her own advertising and marketing firm, Sloan Adams & Associates.
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Over a period of three decades, Sloan’s business-to-business experience has allowed her to assess viable opportunities for clients and match them to the right buyer. Versatile in a variety of industries – from retail and economic development to insurance and logistics – Sloan brings valuable knowledge to:
Prior to joining O’Keeffe & O’Malley, Sloan was a vice president with longtime Kansas City marketing and advertising firm Valentine-Radford, where she supervised current account activity and supervised new business development. Among her clients when starting her own firm Sloan Adams & Associates, was privately held insurance brokerage firm, Lockton Companies, where she directed the marketing launch of a new division, lock/line.
Lorry has thirty years of entrepreneurial and corporate experience in healthcare and financial services including the start-up, rapid growth, and successful divestiture of a national medical/pharmaceutical company to Bain Capital.
More about Lorry …
Lorry founded UltraCare, a nationwide distribution business catering to home infusion pharmacies, physician supply distributors, long-term care, compounding and retail pharmacies, home medical equipment providers and independent drug wholesalers. Lorry negotiated agreements with group purchasing organizations and implemented progressive marketing campaigns that led to exponential growth, prompting industry leader Medical Specialties Distributors (owned by Bain) to pursue and ultimately acquire UltraCare. This was the first acquisition of a roll-up strategy to take the firm public.
Following the sale, Lorry continued to manage UltraCare and assisted Bain in sourcing and evaluating additional firms for acquisition. Subsequently, Lorry served as COO for an emerging tele-medicine firm that was acquired by a publicly traded company, invested in and directed a medical device start-up, worked as an advisor for Merrill Lynch, and founded healthcare consulting firm AmeriCare, providing revenue cycle management solutions to health systems, which he recently exited.
Through personal experiences of owning, managing, and exiting companies, Lorry now shares his knowledge with clients to enhance their business to maximize valuation, properly time their exit, and engage a multitude of buyers through a confidential marketing process to obtain the optimal price and terms.
Lorry graduated from Avila College in Kansas City, MO, with a degree in Business Management and along with raising his children has volunteered his time over the past twenty years coaching youth sports and serving on a number of committees and Boards for the Archdiocese of Kansas City in Kansas.
Dick has over 35 years of experience as a business owner and as an executive in the corporate world. Dick owned a trucking company that he grew over 300% within 5 years after purchasing the company. The first company that he owned was an agricultural business which he sold after growing it for over 25 years.
More about Dick …
He has sold numerous businesses including his agricultural business, Kanes, Inc., and his trucking company, B & B Transfer Enterprises. Dick has seen both sides of a transaction and has learned the M&A process to maximize value. Dick has been in the M&A business for over 10 years, helping a variety of owners enhance and prepare their businesses for sale. He has also consulted with businesses that needed tremendous operational help. While Dick is a M&A generalist, he is more passionate with manufacturing, trucking, small medical practices, agriculture and energy-related businesses.
Dick’s work experience has been with B&B Transfer, Business Transition Specialists, MidAmerican Energy Company, Midwest Gas Company, Midwest Resources, Iowa Public Service Company and Kanes Inc. In the corporate world, Dick assisted with the acquisition/merger of four companies. His life experiences have led him to have expertise in the following areas:
Dick holds a B.S. degree in Mechanical Engineering from South Dakota State University and a MBA from Michigan State University. Dick is active in his church and other community activities.
Jene’ Hong brings over 25 years of business strategy, financial, operational expertise, mergers & acquisitions, and fund-raising to the table. Jene’ is a seasoned executive leader, operator and deal maker having held multiple roles in growth and turnaround situations after leaving the public accounting arena. These roles have included CFO,
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business development, COO, CEO, president as well as a merger & acquisition expert specializing in closely-held companies seeking new ways to grow the business both in revenue and profitability. With her expertise and senior level management experience, Jene’ understands business succession planning, merger integration and how difficult the decision to buy or sell a company can be not only from the deal maker side, but from the executive and ownership position. Jene’ brings her core skills of leading small and medium sized businesses to serve the needs of all stakeholders, employees, customers, vendors, partners and thereby shareholders through focus on increasing sales and the percentage of revenue falling to the bottom line through both organic growth and growth through acquisition. The result is growth in shareholder wealth for the long run as well as business continuity. Jene’ truly enjoys collaborating with business owners and executives to help define and execute vision and goals while navigating and overcoming strategic, sales, market, financial and operational challenges. Jene’ is a CPA and some of her skills are listed below:
Michael McLain, CPA/ABV, ASA, has provided services to public and privately held companies throughout the United States for nearly 25 years. His expertise lies 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.
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He’s been sought after and utilized in valuation and investigation cases, and has provided assistance on complex financial matters to attorneys, accountants, judges and the FBI. Michael has performed hundreds of valuations of privately held companies that conduct business in a wide variety of industries, has been selected to serve as a valuation expert in litigation cases, and has been qualified in various court jurisdictions in Kansas and Missouri. His services are utilized for:
Prior to joining O’Keeffe & O’Malley, Michael held the position of director of business valuations for the Kansas City office of a national accounting firm, where 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.
Michael graduated in 1987 from the University of Northern Iowa with a major in accounting. He also holds a Master of Science degree in Taxation from DePaul University.