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Patrick O'Keefe
President at The M &A Advisory Group
Patrick O'Keefe is the President and Principal Advisor at The M&A Advisory Group, an investment banking firm that specializes in sell-side transactions for privately-held companies. With over 26 years of experience in the industry, he focuses on understanding and meeting client needs, emphasizing the importance of building strong relationships throughout the transaction process.12
O'Keefe has a background in telecommunications, having operated his own telecommunications company for 12 years at various U.S. Navy bases. This experience provides him with unique insights into the dynamics of private companies, particularly in managing customer needs while achieving favorable returns for shareholders.1
His expertise includes managing company valuations typically ranging from $5 million to $50 million, and he has successfully represented both buyers and sellers in various transactions. O'Keefe is known for his collaborative and ethical approach, striving to exceed client expectations and foster lasting partnerships.1