Expert Capital Markets and Industry Advice

Founded by Charlie O'Shea, O'Shea Advisors offers unparalleled experience in capital markets evaluation, as well as commercial and investment banking. With expertise across retail, consumer products, health care, and automotive sectors, we have worked with some of the world’s most recognizable brands. Our comprehensive approach ensures we deliver thoughtful solutions backed by years of experience and insight.

Our Founder

Over the past 30 years, our founder’s work has included advising, evaluating, and opining on high-profile mergers/acquisitions, corporate strategy, and financial policy and corporate governance, ensuring your business remains on a path to success. Our extensive experience allows us to provide businesses with actionable and transformative guidance.

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Working With Industry Giants

  • Walmart
  • Amazon
  • Costco
  • Target
  • Best Buy
  • Coca-Cola
  • Hershey
  • Mars
  • Mattel
  • Hasbro
  • AutoNation
  • Penske Automotive
  • Lithia
  • AutoZone
  • Carvana
  • Canadian Tire
  • Camping World

Professional Expertise

His experience spans reviewing and publicly commenting on mergers and acquisitions, capital markets initiatives, financial policy, corporate governance, ESG, and corporate strategy. This broad expertise has made him a sought-after voice in these areas.

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Media Presence

With over 100 live broadcast appearances on top-tier business programs, including CNBC's Squawk Box, Mornings with Maria on Fox Business, Yahoo! Finance, Cheddar, and Bloomberg TV, he is widely recognized as a thought leader. His insights have also been featured in major financial publications, particularly on consumer-focused topics and credit.

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Tailored Services for Your Business Needs

At O'Shea Advisors, we aim to empower clients with the knowledge and strategies they need to succeed. We pride ourselves on offering individualized services tailored to meet each business's unique needs. Contact us to learn more about how we can support your business goals.

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Companies We've Worked With

COMPANIES COVERED AS LEAD ANALYST

Final Consumer Products Names Final Retail Names Prior US Retail Names Prior US Retail Names Prior US Retail Names
Atkins/Simply Good FoodsAdvance Auto1-800 ContactsJ. JillSpectrum Brands
Central GardenAmazon7-ElevenJones ApparelSports Authority
Coca-ColaAsbury AutoAAFESKohl’sSupervalu
Coca-Cola ConsolidatedAutoNationAbraLeggett & PlattSysco
EdgewellAutoZoneAce HardwareLiz ClaiborneTalbot’s
EnergizerBest BuyAmerican ApparelLoehmann’sThings Remembered
HasbroBJS WholesaleAmerimarkLowe’sToys “R” Us
HerbalifeCamping WorldAuthentic BrandsMohawk IndustriesUS Foods
HersheyCaliber CollisionBev-MoNash FinchVF Corp.
Keurig/Dr. PepperCarvanaBi-LoNewell
MarsCostcoCharlotte RusseOffice Depot
MattelGenuine Parts/NAPAClaire'sOffice Max Prior LatAm Names
Naked JuiceGo WirelessCole NationalOrchard SupplyAutomotores Gildemeister
NellsonGroup 1 AutoColgateOriental TradingCencosud
P&L DevelopmentKen GarffConn’sPaylessComerci
PepsicoLithiaContainer StorePep BoysFravega
PerrigoMavis TireCSK AutoPerformance FoodGrupo Elektra
Prestige BrandsMister Car WashDirectBuyPier 1InRetail
Primo WaterMorgan AutoDollaramaPolo Ralph LaurenMaestro
Reynolds ConsumerO’Reilly AutoEthan AllenRadio ShackSMU
Scotts Miracle-GroPenske AutoEyemartRoundy’s
RV RetailerFTDSally Holdings
Service KingFortune BrandsSears Canada
Sonic AutomotiveFurniture BrandsSears Roebuck
StaplesGameStopSRAC
Targethh GreggSherwin Williams
WalmartHome DepotSmart & Final

SELECT MERGERS & ACQUISITIONS/LBO's

SAB/MillerO’Reilly/CSKAbra LBOSally Beauty LBO
Walmart/ASDAAdvance Auto/GPICaliber LBOLoehmann’s LBO
Walmart/Jet.comLithia/SuburbanCaliber/AbraCouche-Tard/Statoil
Walmart/FlipkartAsbury/Park PlaceAhold/DelhaizeCouche-Tard/CST
Walmart/MassmartPepsi/Naked JuiceLowe’s/OSHDollar Tree/Family Dollar
Walmart/SeiyuSVU/Albertson’sBi-Lo LBONewell/Jarden
Walmart/ASDA SaleSysco/US FoodsContainer Store LBOFairway LBO
Walmart Brazil SaleStaples/ODPService King LBOTops Markets LBO
P&G/GilletteStaples LBOEyemart Express LBOSupervalu LBO
Costco/ComerciBest Buy/Five StarTalbot’s LBOMavis LBO
Sears CreditBest Buy/Future ShopMr. Car Wash LBOMavis/Town Fair
Kmart/SearsBJS LBOJ.Jill LBOCamping World/Gander
Federated/May7-Eleven/SpeedwayClaire’s LBOAuthentic Brands LBO
Home Depot/HD Supply7-Eleven/SunocoSports Authority LBOODP/OMX
Amazon/TwitchCencosud/CarrefourOriental Trading LBOJ. Crew LBO
Amazon/KivaPenske/GEKohl’s CreditNeiman Marcus LBO
Amazon/Zappo’sPenske/SaturnVF/NauticaHasbro/E-One
Amazon/Whole FoodsGroup 1/UABVF/NapapiriHasbro/Discovery
J&J/KenvueWalgreen’s/Duane ReadeVF/The North FaceEbay/PayPal
Target/Mervyn’s/FieldsWalgreen’s/BootsLiz Claiborne/ENYCEHudson’s Bay/Saks
Target/Zeller’sCVS/AetnaKen Garff/LeucadiaCerberus/Chrysler
Target CreditCVS/OmnicareSonic Auto/RFJ
Target/CVSCVS/CaremarkFTD LBO
Toys “R” Us LBOPerrigo/Hera1-800 Contacts LBO