Patrick O'Connell

Patrick O'Connell Email and Phone Number

$1M-$50M Enterprise Acquisition Advisor | Confidently Buy, Sell, and Operate Profitable Small Businesses | M&A Strategies for Successful Transactions | Private Equity Deal Advisor | QoE | CPA | 2X Founder @ O'Connell Advisory Group
Patrick O'Connell's Location
Washington DC-Baltimore Area, United States
About Patrick O'Connell

Entrepreneur | 2X Founder | Trusted Deal Maker | Passionate About Small Business M&AI help individuals confidently buy, sell, and operate profitable small businesses. With over 125 business acquisitions and sales in the lower middle market M&A space for a combined transaction value of $800M. As an entrepreneur at heart, I have a deep passion for small to medium-sized business M&A. Currently, I serve as the Founder and Managing Director at O'Connell Advisory Group LLC, a leading consulting firm specializing in all aspects of M&A transactions.At O'Connell Advisory Group, we focus on supporting B2B and technology-backed companies in the lower middle market. Our mission is to empower entrepreneurs, private equity firms, family offices, and private investors to achieve their strategic and financial objectives. We specialize in M&A transaction services, including buy and sell-side advisory, post-merger integration, fractional CFO services, and deal readiness.In addition to my role at O'Connell Advisory Group, I am the founder of Sharp Side Acquisitions, a weekly newsletter that provides an overview of current market trends, invaluable insights, and emerging opportunities. This resource aims to create wealth and unlock financial freedom through entrepreneurship via acquisition.I spent nearly a decade at two top 25 consulting firms, working with hundreds of enterprises and providing advisory services on mergers and acquisitions, financial due diligence, quality of earnings, and valuation engagements.

Patrick O'Connell's Current Company Details
O'Connell Advisory Group

O'Connell Advisory Group

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$1M-$50M Enterprise Acquisition Advisor | Confidently Buy, Sell, and Operate Profitable Small Businesses | M&A Strategies for Successful Transactions | Private Equity Deal Advisor | QoE | CPA | 2X Founder
Patrick O'Connell Work Experience Details
  • O'Connell Advisory Group
    Managing Director
    O'Connell Advisory Group Apr 2022 - Present
    • I specialize in helping entrepreneurs, private equity firms, family offices, and private investors successfully buy, sell, and grow small to medium-sized B2B and technology-driven companies.• With over a decade of experience in M&A transactions, I’ve conducted 125+ business acquisitions and sales, totaling $800M+ in transaction value.📈 Capabilities: As Managing Director of O'Connell Advisory Group LLC, I oversee a comprehensive suite of M&A services, including:1. Buy-Side Advisory• I lead our buy-side advisory team, providing financial due diligence, quality of earnings (QoE) reports, business valuations, and operational assessments to maximize value for informed decisions in their prospective acquisitions. 2. Sell-Side Advisory• I also lead our sell-side advisory team, who work closely with business owners to maximize the value of their companies, strategically positioning them for successful exits.Whether you're navigating a complex transaction or looking to grow your business, I'm confident I can guide you step-by-step and add real value to your project.Other Services & Capabilities:• Strategic advisory• Post-merger integration• Fractional CFO services• Working capital analysis• Business valuations• Financial modeling• Deal readinessWith a proven track record of success, I’m committed to being a trusted partner throughout your M&A journey.Whether you're looking to buy, sell, or grow your business, my team and I will ensure a seamless process from start to finish.
  • The Financial Executives Networking Group, Inc. (The Feng)
    Advisory Board Member, Special Interest Group - M&A, Capital Markets, And Private Equity
    The Financial Executives Networking Group, Inc. (The Feng) Apr 2023 - Present
    I am a member of the The Financial Executives Networking Group, The Financial Executives Networking Group "FENG" is a 501(c)(3), founded in 1991 as a forum for senior financial executives to share job opportunities and experiences. Within the FENG I participate in the following special interest groups:- M&A/Corporate Development- Banking- Capital Markets- Family Businesses
  • Cherry Bekaert
    Manager, Deal Advisory
    Cherry Bekaert Aug 2020 - May 2023
    Bethesda, Maryland, United States
  • Johnson Lambert Llp
    Senior Associate
    Johnson Lambert Llp Aug 2017 - Aug 2020
    Washington D.C. Metro Area
  • Johnson Lambert Llp
    Associate
    Johnson Lambert Llp Sep 2015 - Aug 2017
    Washington D.C. Metro Area
  • Coface
    Commercial Underwriting At Coface North America
    Coface Jun 2011 - Aug 2015
    Greater New York City Area

Patrick O'Connell Education Details

Frequently Asked Questions about Patrick O'Connell

What company does Patrick O'Connell work for?

Patrick O'Connell works for O'connell Advisory Group

What is Patrick O'Connell's role at the current company?

Patrick O'Connell's current role is $1M-$50M Enterprise Acquisition Advisor | Confidently Buy, Sell, and Operate Profitable Small Businesses | M&A Strategies for Successful Transactions | Private Equity Deal Advisor | QoE | CPA | 2X Founder.

What schools did Patrick O'Connell attend?

Patrick O'Connell attended James Madison University, James Madison University.

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