Andrew O’Keefe
Director, Mergers & Acquisitions, Invictus Group


Andrew O’Keefe is director of M&A for the Invictus Group. He helps clients find targets that make the most sense and advises CEOs on tactics to close the deal. Prior to joining Invictus, he was an Investment Banking Associate covering community banks and real estate investment trusts for Capital Guardian and Merion Capital Group in Virginia, where he advised clients on capital raises, public offerings and M&A transactions. His work included financial analysis and modeling, investor presentations and identification of potential merger partners. He is a frequent speaker on M&A in community banking, most recently at Bank Director’s Acquire or Be Acquired conference. Mr. O’Keefe received an MBA from the Mason School of Business at the College of William & Mary and a BA from the University of Virginia. He holds series 7 and 63 securities licenses and is a member of the Beta Gamma Sigma honor society.

Using M&A to Solve the Deposit Dilemma in an Era of Rising Interest Rates