Closing Announcement: $13.5 million (SDVOSB) Buy - Side Acquisition. 

May 4th, 2026:  O’Connell Advisory Group LLC (OAG), a boutique M&A transaction advisory firm, is pleased to announce the successful closing of a $13.5 million Service-Disabled Veteran-Owned Small Business (SDVOSB) acquisition. OAG served as the buyer’s Buy-Side Quality of Earnings (QoE) CPA advisor, providing independent financial due diligence that supported a confident and efficient transaction close.

About the Transaction

This acquisition involved the purchase of an SDVOSB-certified small business, a designation reserved for companies at least 51% owned and controlled by service-disabled veterans of the U.S. Armed Forces. SDVOSB acquisitions carry unique strategic value — both as investments in proven, mission-driven businesses and as opportunities to support veteran entrepreneurs who have built lasting enterprises through discipline and service.

OAG’s Role: Buy-Side Quality of Earnings

OAG’s Buy-Side QoE engagement delivered a rigorous, independent assessment of the target company’s financial performance. Key workstreams included adjusted EBITDA analysis, revenue and gross profit quality review, working capital peg analysis, and identification of non-recurring items and normalization adjustments. This analysis gave the buyer a defensible financial foundation from which to negotiate, structure, and ultimately close the deal.

Quality of Earnings reports have become a standard component of M&A due diligence, particularly for transactions in the lower middle market where audited financials may be limited and financial restatement risk is elevated. OAG’s QoE process is designed to surface issues early, accelerate deal timelines, and protect buyer value.

Supporting Veteran Entrepreneurs in M&A

SDVOSB-owned businesses represent a segment of the U.S. economy that is growing in both M&A activity and investor interest. As veteran business owners approach liquidity events, having experienced M&A advisory support — on both the buy side and sell side — is critical to ensuring fair valuation, transaction certainty, and a smooth transition. OAG is proud to support transactions that honor the entrepreneurial achievements of service-disabled veterans.

OAG congratulates both the buyer and the founding veteran entrepreneur on this milestone. We wish them continued success as they write the next chapter of this business together.

About O’Connell Advisory Group

OAG is a boutique M&A transaction advisory firm specializing in Quality of Earnings, financial due diligence, tax due diligence, and deal advisory services. The firm supports buyers, sellers, private equity sponsors, and lenders across industries and transaction types, delivering the independent financial analysis that deal teams rely on to close with confidence. OAG advises on transactions across the lower middle market and middle market.

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