O'Keefe in the News

O’Keefe Names Koss, Long and Malec Firm Partners

O’Keefe Names Koss, Long and Malec Firm Partners

October 1, 2014

Bloomfield Hills – O’KEEFE, a leading financial and strategic advisory firm specializing in turnaround and restructuring, strategic advisory, litigation support, and performance improvement, today announced the promotions of Susan Koss, Russell Long and Andrew Malec to Partners.

Susan Koss is a recognized expert in the fields of litigation support, business valuation, forensic accounting, and turnaround management. She has significant experience in the areas of lost profits and economic damage quantification involving breach of contract and intellectual property infringement matters, among others. She has also performed numerous business valuations utilized in estate tax resolution, shareholder disputes, marital dissolutions, and merger and acquisition transactions. Ms. Koss is a Certified Public Accountant (CPA) and has been awarded the Accredited in Business Valuation (ABV) and the Certified in Financial Forensics (CFF) credentials by the American Institute of Certified Public Accountants (AICPA). She is also accredited by the National Association of Certified Valuators and Analysts (NACVA) as a Certified Valuation Analyst (CVA). Ms. Koss is a graduate of Oakland University.

Russell Long specializes in real estate consulting, receiverships, litigation support, business valuation and forensic accounting. He has acted as interim COO and receiver for numerous entities, negotiated creditor agreements, and prepared reorganization plans for informal workouts. Additionally, Mr. Long is responsible for leading forensic accounting teams in the investigation of “Ponzi” schemes and fraud cases. He is a Certified Public Accountant (CPA) and has been awarded the Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) credentials by the American Institute of Certified Public Accountants (AICPA). Mr. Long serves on the Board of Directors of the Turnaround Management Association (TMA) and is the past President of the Michigan Chapter of the TMA. Mr. Long is a graduate of Walsh College.

Andrew Malec, Ph.D. is a recognized expert in providing economic analysis and litigation advisory services to litigators in complex, commercial litigation matters, including, but not limited to, intellectual property infringement, securities litigation, and shareholder disputes. Dr. Malec also has significant experience in providing valuation opinions including, but not limited to derivative securities, enterprise value, equity, intangible asset/intellectual property valuation, and debt opinions for corporate planning, financial reporting, taxation, transaction litigation, and strategic planning purposes. Dr. Malec holds a Ph.D. in Economics from Wayne State University and is a faculty member for ICLE’s Deposition Skills Workshop.

“Sue, Russ, and Andy are vital to the continued growth of our firm and have demonstrated leadership and success in our industry,” said Pat O’Keefe, Founder and CEO of O’Keefe.

O’KEEFE is a financial and strategic advisory firm specializing in turnaround and restructuring, strategic advisory, litigation support, and performance improvement. Established in 2001, the company has locations in Bloomfield Hills, Grand Rapids, Atlanta and Chicago. For more information, visit www.okeefellc.com.