Featured Engagements

This is a sampling of our current projects.  Due to confidentiality and necessity, we manage clients discretely.  Therefore, we do not post all of our engagements on the internet.  Please contact us for additional opportunities.   

	Oklahoma Oil Company - Acquisition Advisory
	A strategic buyer already in discussion with a target company has engaged OCA to advise and navigate the acquisition group through valuation, negotiations, and due diligence in the acquisition of the $20MM Oklahoma oil company.
	Gross Revenues:	$20,000,000	Intermediary:	Rob Firestone, M&AMI
				Email Mr. Firestone

 

	Manufacturer of Custom & Prefabricated Building Systems - Recently Sold!!
	This Midwest Sub-chapter S corporation manufactures quality building systems at reasonable prices.  The owner has reinvested resources to position the company for continued growth and performance at a level to exceed the competition.  A highly qualified management team has been assembled, and new buildings and capital equipment added.  Several growth opportunities are both realistic and achievable.  Strategic planning has positioned the business to enjoy the benefit of increased margins, new customers as a result of an added product line, and realize new market penetration.  The combination of these business model decisions is beginning to deliver additional value through volume discount purchasing.  Currently serving a multi-state region, the company is poised for growth and expansion.
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	Gross Revenues:	$21,814,000	Intermediary:	Rob Firestone, M&AMI
	EBITDA:	$2,487,000		Email Mr. Firestone

	Tax & Accounting Practice
	This Tulsa, Oklahoma Sub-Chapter S Corporation offers an excellent acquisition opportunity for the purchase of a successful tax, accounting, bookkeeping, and payroll service practice with a strong reputation, a firm position in the market, and a history of growing revenues and profitability.  The firm services small business clients and individuals.  Growth opportunities are realistic and achievable with a qualified staff assembled and trained to manage and interface with clients.  This business presents an owner/practitioner with consistent earnings and a strong foundation from which to grow.  This also presents value as a fold-in opportunity for another accounting firm, particularly one operated by a CPA.  The business currently does not offer services available through a CPA.  Additionally, the firm has a well established and strategic relationship with an attorney that should continue delivering clients to a new owner.  * Pre-screened for financing with a qualified buyer through the Small Business Administration (SBA) Guaranteed Lending program *
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	Gross Revenues:	$435,000	Intermediary:	Rob Firestone, M&AMI
	SDE*:	$187,887		Email Mr. Firestone
	*Seller's Discretionary Earnings

	Pest Control Service
	This Tulsa Metropolitan-based business offers an excellent acquisition opportunity for the purchase of a pest control service company with a strong reputation, a firm position in the market, and a history of rock solid revenues and profitability.  This  business provides service to both commercial and residential accounts in the greater Tulsa area and Oklahoma City markets. Service offerings include pest control, termite control and bird control.  Acquiring this business should prove beneficial to an owner/operator or another pest control business.  Growth opportunities are both realistic and achievable with proactive marketing and knowledgeable sales staff.   * Pre-screened for financing with a qualified buyer through the Small Business Administration (SBA) Guaranteed Lending program *
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	Gross Revenues:	$711,791	Intermediary:	Rob Firestone, M&AMI
	SDE*:	$270,875		Email Mr. Firestone
	*Seller's Discretionary Earnings

 

	Floating Dock Manufacturer
	With projects completed in 18 states, this lower midwest C-corp manufacturing and installation business specializes in the floating dock market in five general areas: commercial marina projects; residential docks; wave attenuators; pump intake platforms and other types of floating platforms; and redesign, repair, refurbishment and re-floating of structures.  Most Americans live by or enjoy time around lakes, rivers, or open bodies of water.  Whether it is a new project or the repair and refurbishment of an existing one, this business can custom manufacture and install whatever the customer needs.  Management anticipates sales to continue increasing.   While the opportunity is attractive as a "stand alone" business, it can deliver several additional value attributes for those with synergistic or strategic interests.
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	Gross Revenues:	$5,229,000	Intermediary:	Rob Firestone, M&AMI
	EBITDA:	$1,254,000		Email Mr. Firestone

	Intergenerational Succession Planning
	OCA is assisting the owner of three manufacturing companies, with value benchmarking and strategic planning, for the transfer of ownership interests to the succeeding generation of family members. Additionally, OCA is advising client on the option of an MBO (management buy-out).
	Gross Revenues:	$	Intermediary:	Rob Firestone, M&AMI
				Email Mr. Firestone

	Entrepreneurial Acquisition
	OCA is advising and navigating an industry entrepreneur through valuation, negotiations, and due diligence in the acquisition of a $30MM manufacturing company located in the Central United States.
	Gross Revenues:	$30MM	Intermediary:	Rob Firestone, M&AMI
				Email Mr. Firestone

 

	Design & Fabrication of Engineered Products - Recently Sold!!
	The company is well-known for delivering engineering excellence and craftsmanship in its custom designed products. The use of its products spans several industry sectors which therefore provides assurance of sales. In recent years, the company has   re-invested in its operations to better position itself for growth. These investments have included additional engineers, expanding its available capacity, and developing international market opportunities. Contracts are in place for 2010 with others in negotiation. While growth is available in the domestic markets, the management sees their greatest opportunity in the international markets where they have already completed projects and where they have developed contacts.
	Gross Revenues:	$11,319,000	Intermediary:	Rob Firestone, M&AMI
	EBITDA:	$1,007,000		Email Mr. Firestone

    

	Industrial Equipment & Supplies - Recently Sold!!
	Founded in 1965, this family owned business distributes a complete range of valves, piping and industrial equipment to private, industrial and government entities.  Sales are divided between product sales (67%) and services (33%).  During the last 4 years gross revenues have averaged over $2M per year with cash flow over $430K annually.
	Gross Revenues:	$2,430,000	Intermediary:
	EBITDA:	$601,000