About The M&A Advisory Group

The M & A Advisory Group is an independently-owned, FINRA-affiliated investment banking firm that specializes in sell-side transactions for privately-held companies. With more than 26 years’ experience assisting clients with acquisitions and sales of companies and assets, Patrick O’Keefe understands the importance of meeting a client’s needs. His expertise is providing solutions. His strength is creating lasting partnerships.

We Value The Relationship

With respect to your company, Patrick will work closely with owners and managers to better understand the company’s goals in the proposed transaction. His relationship with you, the client, is more important than any other aspect of the transaction. He endeavors to surpass each client’s expectations while assisting in the achievement of the client’s goals. Patrick truly values the relationship, knowing how important a significant company change can be for owners, their families and their staff. So he begins by listening…to you.

Collaborative | Dedicated | Ethical | Success-Based

Why Choose Us

Patrick has represented both buyers and sellers with company valuations typically between $5 million and $50 million. Somewhat surprising is that Patrick also has 12 years’ experience operating his own telecommunications company at three US Navy bases in the western U.S. This operating background was quite influential, allowing Patrick to gain an insider’s perspective of private company dynamics. He understands the issues that owners face when working to meet customers’ needs, while simultaneously achieving a desirable return for the company’s shareholders.

Past Transactions
  • 3 Rivers Communications, MT.
  • Crosslake Communications, MN.
  • Doylesburg Cable TV, PA.
  • Econoco, Inc., WV.
  • Green Eagle Communications, CO.
  • GVTC, TX.
  • Hawkeye Telephone, IA.
  • NEMR Telecom, MO.
  • New Dimensions, NY.
  • Sully Telephone, IA.

Tell us about your company, its history and each of its unique characteristics.

After listening with intent, Patrick is able to ask thought-provoking questions: How do you envision your company’s future? What are the desired outcomes for you, your family and your employees?

Jack DeAngelo
Sully Telephone Association, Inc.
General Manager

Patrick O’Keefe was instrumental with our cellular transaction. We couldn’t have asked for a better and more timely outcome. We will definitely continue our relationship with The M&A Advisory Group on future projects!

Marc Carlson
MTC Technologies
General Manager

Patrick was informative and patient with all of our questions. He ​provided sound advice ​to me and to our Board of Directors, and ​he communicated clearly throughout the entire process. With his expertise, we were able to obtain ​a significantly better offer than we had expected.

Rhett Johnson
Johnson Telephone Company, MN
Director Of Network Operations

Patrick O’Keefe assisted us with a wireless license transaction. He was extremely knowledgeable, patient, and respectful. Shortly after the transaction, we worked with Patrick on a potential acquisition. Again, he demonstrated a level of knowledge and professionalism that was unparalleled. We look forward to working with his group in the future.

Celesta & Mike Schill

Patrick was instrumental in successfully negotiating the acquisition of our business. His guidance in preparing our company for the sale, identifying potential buyers, and having difficult discussions and negotiations on behalf of Natel was invaluable.

Connect With Us


President & Principal Advisor