Operating Advisory Group

Casey Southall

Manager of Finance

Casey is the Manager of Finance at Operating Advisory Group (“OAG”), a consulting firm exclusively focused on partnering with Comvest Partners and its portfolio companies to drive value creation activities. She is responsible for internal OAG accounting, financial reporting and analysis, and select portfolio company support.

Prior to joining OAG, Casey was an Accounting & Financial Consultant for the principal subsidiary of a NYSE-traded company, where she performed data analysis and evaluated financial processes, among other responsibilities. Before that, she was an Audit Manager at EY, where she focused primarily on the wealth and asset management industry.

Casey received an M.S. and a B.S. in Accounting from the Gatton College of Business and Economics at the University of Kentucky. She is also licensed as a Certified Public Accountant in Florida.