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Financial Advisory

Middle market organizations can find themselves in murky waters with their lender(s) when they miss a financial forecast, breach loan covenants or have difficulty producing timely financial information. Suddenly, an organization can find their credibility in jeopardy and usually do not possess the skills needed to resolve the issues.

O’Keefe brings clarity to a situation that puts companies back on track and restores credibility. We protect collateral while negotiating with lenders to put all stakeholders at ease. Our professionals work collaboratively to provide root-cause analysis, develop corrective action plans, risk mitigation strategies and improve cash flow. Our team validates the achievability of budgets, provides industry insight on operations, and improves reporting and forecasting tools.

At O’Keefe, we guide our clients through unchartered waters, and deliver results that last long after our engagements end.