Our Team

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:

Mike O Malley

MIKE O’MALLEY

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

More about Mike …
  • Confidentially selling and merging client’s businesses
  • Business valuations
  • Enhancing and optimizing the value of client’s businesses
  • Negotiating transactions on client’s behalf
  • Securing financing for buyers to minimize or eliminate seller financing
  • Mentoring and coaching business owners
  • Conducting acquisition searches for clients
  • Identifying, screening and qualifying buyer prospects
  • Developing confidential marketing strategies
  • Conducting due diligence and pre-due diligence
  • Buy-sell agreement discussions
  • Identifying tax and purchase price allocation strategies
  • Providing high level CFO consultative services

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

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.

More about Sloan …

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:

  • Selling or Buying a Business
  • Acquisition Searches for Individuals, Private Equity Groups and Existing Businesses
  • Business Enhancements
  • Growth Strategies for Businesses
  • Business Exit Strategies
  • Business Valuations
  • Consulting Projects Related to Growing a Business or Preparing for a Sale

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 NELSON

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.

 

MIKE WALROD

Mike is a strategic leader with over 25 years of experience as an entrepreneur, business owner, and corporate executive.He possesses an extensive track record of increasing market share, dramatically accelerating profitability, and expanding brand awareness.

More about Mike …

Prior to joining O’Keeffe & O’Malley, Mike served as the founder and practice leader for Incite Business, located in Overland Park, KS. Incite Business focused on assisting clients to create and execute unique growth strategies to achieve their objectives,whether it was a strategic acquisition, positioning for sale or enhancing profitability. By executing in-depth analyses of the organization, competitive market, and evolving industry data, he was able to develop comprehensive plans to execute simple to complex initiatives.

Mike has purchased three businesses: Get Smarter Prep, an educational services business focusing on assisting young adults prepare to further their careers; HPS Process Service & Investigations, a legal services business that provides critical support to law firms and government agencies; and We Serve Idaho, a similar legal services business that focuses its services in the Pacific Northwest.

Prior to his acquisitions, Mike served as an operations executive at QC Holdings, Inc., a publicly traded financial services firm. In his 23-year tenure, Mike was active in creating and executing a wide variety of critical growth strategies, which included mergers and acquisitions, revenue division creation, and platform development.

Throughout his career, Mike has achieved consistently strong results within companies ranging from startups to large corporations through proven problem solving and analytical acumen. His passion lies in identifying key limitations and devising succinct strategies to overcome them. Mike is gifted in change management, and implements his ability to foster relationships to navigate challenges during transitions. Mike’s diverse career has created expertise in:

  • Mergers and acquisition
  • Acquisition integration
  • Business growth
  • Strategic planning
  • Profit maximization
  • Succession planning
  • Process improvement
  • Product development
  • Executive coaching

Mike resides in Overland Park, Kansas with his wife and three young children. He enjoys spending time with his family and is a frequent runner. He also enjoys traveling and is an avid fan of the Kansas Jayhawks.

JENE’ HONG

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.

More about Jene …

These roles have included CFO, 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:

  • Mergers & acquisitions
  • Merger integration
  • Succession planning
  • Business strategy and project management
  • Financial and business modeling
  • Leadership, management and mentoring
  • Raising capital for growth
  • Startup and turnaround strategy
Mike McLain

MICHAEL MCLAIN

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.

More about Michael …
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:

  • Mergers and acquisitions
  • Estate planning
  • ESOP transactions
  • Buy/sell agreements
  • Litigation
  • Shareholder disputes
  • SEC disclosures
  • Stock option pricing
  • and divorce.

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.