Staff Archive - O'Keeffe and O'Malley


JB Mason

December 5, 2022

JB started his career as a Management Consultant with Deloitte where he helped Fortune 500 companies solve their problems. He served over a dozen clients across a variety of industries and became skilled in financial ...

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Mike O’Malley

June 9, 2020

For the last 30 years Mike has assisted business owners in selling and valuing their business as a M&A specialist involving hundreds of businesses. Prior to the M&A business, Mike had 10 years experience in ...

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Sloan Short

June 9, 2020

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 ...

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Lorry Nelson

February 13, 2020

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. Lorry founded UltraCare, a nationwide ...

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Riley Mason

January 12, 2023

Riley’s experience in management consulting at a Big Four consulting firm and Post-Merger Integration Strategy at a large financial services firm introduced her to her love of problem solving and increasing efficiencies. Riley leverages her ...

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Jill Purcell

January 1, 2024

Jill started her career in car rental management at Enterprise Rent-a-Car and slowly shifted to the insurance side of the business working as a liaison between the customers and insurance adjusters. From there, she went ...

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