O'Keeffe & O'Malley
O'Keeffe & O'Malley is a Kansas City mergers and acquisitions firm that has served business owners since 1984. Its stated services include business sales and acquisitions, valuation, exit planning, buyer screening, confidential marketing, due diligence, financing support, and negotiation.
What stands out about O'Keeffe & O'Malley
O'Keeffe & O'Malley publicly presents an advisory and business brokerage model for small to mid-size companies, with stated focus on manufacturing, wholesale/distribution, and service businesses. Its team page describes typical client companies in the $2-$50 million range, while a separate 2023 article describes a $1-$50 million valuation range for its Main Street and lower-middle-market focus.[1][2][4][5][6][9][10]
What does O'Keeffe & O'Malley do?
O’Keeffe & O’Malley is a Kansas City mergers and acquisitions firm that has served business owners since 1984. It lists its office at 435 Nichols Road, Suite 200, Kansas City, Missouri 64112.
The firm publicly describes work involving business sales, acquisitions, valuations, exit planning, financing, and related consultative projects. Its materials present an advisory and business brokerage model rather than a principal investment strategy.[1][3]
Publicly stated services include confidential business sales, business acquisitions and acquisition searches, business valuation, business-value enhancement, exit planning, buyer identification and qualification, confidential marketing, due diligence, transaction negotiation, buyer financing, buy-sell discussions, tax and purchase-price-allocation strategies, and CFO consulting.[1][2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: The firm's team page states that its typical clients are small- to mid-size companies in the $2-$50 million range. A separate 2023 official article describes its Main Street and lower-middle-market focus as businesses with valuations ranging from $1 to $50 million; these are source-specific descriptions rather than one universal threshold.[1][5]
What should a business owner evaluate before hiring O'Keeffe & O'Malley?
Owners evaluating O’Keeffe & O’Malley can clarify how the proposed engagement would apply the firm’s stated services in valuation, exit planning, confidential marketing, buyer qualification, due diligence, financing support, and negotiation. The firm’s published buyer-analysis material identifies strategic buyers, private equity groups, high-net-worth individuals, family offices, management buyouts, and ESOPs as buyer categories it evaluates against client business and exit goals.
Before engagement, owners should request the proposed fee structure, exclusivity and termination provisions, expected process and timeline, confidentiality practices, applicable legal entity and licensing information, and examples of comparable transactions. The sources cited for this profile do not establish those engagement-specific terms.[1][2][5][9][10]
Which legal entity will sign the engagement, and what state licenses or registrations apply to the contemplated services
What size transactions and clients does O'Keeffe & O'Malley focus on?
O’Keeffe & O’Malley describes itself as a generalist by business type, with focus on manufacturing, wholesale/distribution, and service industries. Its homepage also cites work involving technology, energy, healthcare, food, trucking, and engineering.[3]
O’Keeffe & O’Malley announced that Sound Products was acquired by TSI Global, with the acquisition completed at the end of September 2024; the firm acted as Sound Products’ exclusive financial advisor. The firm also announced the sale of Arrowhead Forensics to Thomas Scientific and stated that it acted as Arrowhead Forensics’ exclusive financial advisor in the sale.
Its transaction archive lists Telelanguage as seller and Propio Language Services as buyer, with an announcement date of August 4, 2022. The archive also lists Kansas City Freightliner as seller and Penske as buyer, with an announcement date of March 5, 2021, and reported seller revenue of $450 million.[6][7][8]
The firm’s stated transaction work covers selling and buying businesses, acquisition searches, valuation, buyer screening, confidential marketing, due diligence, financing support, and negotiation. Its public materials also describe evaluation of internal and external buyer categories, including strategic buyers, private equity groups, high-net-worth individuals, family offices, management buyouts, and ESOPs.[1][2][10]
What does O'Keeffe & O'Malley publicly disclose about fees, process and engagement terms?
The Sound Products announcement states that the terms of the agreement remain confidential.
The current-businesses-for-sale page provides headline revenue and cash-flow figures for the Luxury Home Furnisher listing but directs prospective buyers to submit contact information for additional information about active listings.
The cited official privacy/contact page does not state a broker-dealer registration, investment-adviser registration, securities license, or other firm-level financial-services registration.[4][6][9]
The official site describes O’Keeffe & O’Malley as a mergers and acquisitions firm specializing in the sale of small to mid-sized businesses and assisting clients with selling, buying, or financing a business.
The cited official privacy/contact page identifies O’Keeffe & O’Malley, Inc., its Kansas City mailing address, email, and telephone number, but does not state a broker-dealer registration, investment-adviser registration, securities license, or other firm-level financial-services registration. This page-specific disclosure gap does not establish whether a particular transaction or service was conducted through a regulated affiliate or under a specific state license.[3][9]
The firm’s public process descriptions include confidential marketing, buyer screening, competitive buyer outreach, acquisition searches, valuation, due diligence, financing support, and negotiation. Its current business-for-sale page displays a Luxury Home Furnisher opportunity in the Kansas City metro with reported revenue of $8,076,428 and cash flow of $1,071,662.
In published M&A commentary, the firm states that selling a small to medium-sized company may take nine to 15 months from initial consultation to closing, with a transition period potentially extending the overall process to 24 months.[2][4][5]
Questions to ask before hiring O'Keeffe & O'Malley
Which legal entity will sign the engagement, and what state licenses or registrations apply to the contemplated services?
What are the upfront, retainer, success-fee, minimum-fee, expense-reimbursement, tail, termination, and exclusivity provisions?
How will the firm determine valuation and normalize earnings?
How many qualified buyers are typically contacted, and how are confidentiality and employee or customer communications handled?
What recent transactions are most comparable by sector, revenue, EBITDA, geography, and transaction structure?
Will the owner be expected to remain after closing, provide seller financing, retain equity, or sign an earn-out or consulting arrangement?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Public disclosure information
- Investment approach
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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