Blog
From Accountant to Owner: How Matt Myers Built a Portfolio of Small Businesses
August 12, 2025
From auditor to small business ownership, Matt Myers has taken a thoughtful path to building a portfolio of growing companies. He started as an accountant and eventually launched Notion CFO & Advisors, an accounting firm ...
The Long Game: Scott Campbell’s Journey from Operator to Owner
July 21, 2025
From big corporate to startup operator to entrepreneur, Scott Campbell has done what many aspiring entrepreneurs dream about. He took a bet on himself, and built not just one, but a small portfolio of businesses ...
How Josh Polsinelli’s Relationship-Centered Approach Led Him to Liberty Labels
April 11, 2025
Josh Polsinelli first encountered the world of acquisitions during an entrepreneurship class at UC Berkeley’s Haas School of Business. “The idea of small business ownership and entrepreneurship stuck with me,” Polsinelli recalls. He continued his ...
Anthony Clervi’s Blueprint for Business Growth and Acquisition
March 6, 2025
We recently sat down with Anthony Clervi, owner of Una, Big Red M, and several other acquired businesses, to unpack the essential elements of successful deal-making. As a seasoned entrepreneur, Clervi has developed a nuanced ...
Business Growth Through Subscription Models: Insights from Kitch Co-Founder Braden Posey
February 10, 2025
Within the food service industry, creating a sustainable business model requires more than just great products – it demands innovative approaches to revenue generation and customer retention. Braden Posey, co-founder of Kansas City-based meal-prep service ...
From Corporate America to Acquisition Entrepreneur: Chris Burcham’s Story
December 30, 2024
Chris Burcham’s journey started in a large corporate environment, where he encountered both the benefits and challenges of working for a Fortune 500 company. His desire for a more direct return on the investment of ...
Sound Products Acquired by TSI Global
November 12, 2024
O’Keeffe & O’Malley is proud to announce the acquisition of Sound Products by TSI Global, a leading full-service audiovisual design/build company specializing in the integration of advanced AV systems tailored to enhance human experiences. Established ...
From Corporate Strategy to Canine Care: Andy Wiltz’s Entrepreneurial Journey
November 4, 2024
A Spark of Ambition Andy Wiltz, a Kansas native, embarked on a traditional path after graduating from Baylor University with a double major in entrepreneurship and real estate finance. His journey took him to New ...
What’s Included in the Price?
September 9, 2024
When considering an offer to buy your business, it’s crucial to ask, “What’s included in the price?” An offer may seem appealing at first glance, but without knowing exactly what the buyer intends to purchase, ...
The Human Side of Mergers
July 25, 2024
The Human Side of Mergers: Managing Employee Morale and Retention Mergers and acquisitions are often viewed from a financial perspective, focusing on valuations, synergies, and shareholder returns. However, the human factor is crucial for the ...