Expert Guidance For Crucial Capital Decisions

Founder & Family Owned Businesses

Our mission is to support entrepreneur owner-managers with the complexities of making important financial and strategic decisions. Our expertise in working with business owners allows us to provide an unbiased perspective as you navigate through the tough choices that come with growing your company. Whether it's weighing the pros and cons of accepting outside investment or merging with a competitor, we're here to help. Our team of experienced consultants understands that no two businesses are alike, and we tailor our approach to fit your specific needs.

Venture Capital Portfolio Companies

We specialize in providing professional expertise and guidance to venture capital-backed companies whose situations are not well served by traditional investment banking firms. Perhaps deal size, special stakeholder considerations, financial distress, or unique deal opportunities have caused transaction advice to be hard to find. Our approach is to tailor transaction engagements, focusing on independent advice and scoping the work to meet your budget. Our team is here to help you manage risk, negotiate wisely, and chart the best path forward, deal or no deal. Put your investor's mind at ease and let Oaklyn Consulting be your trusted advisor.
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Nonprofits

We understand nonprofits sometimes grapple with mission-enhancing opportunities or needs requiring significant organizational change. That's why we specialize in providing expert consulting services to help make critical business decisions. Our team is dedicated to helping nonprofits navigate complex financial and strategic decisions. From buying or selling operating divisions, exploring creative approaches to leadership succession, negotiating with lenders or impact investors, or merging organizations, we're here to provide impartial advice and support.

Investment Bankers

Oaklyn Consulting is your trusted partner for transactions in your pipeline that don't meet your criteria for deal size minimums or fee certainty. Our firm provides white-glove investment banking support to businesses and nonprofits on an hourly model in order to serve clients whose situations do not work for other advisors. Our focus is to complement your work—never compete with it. We do not take on clients that are otherwise attractive investment banking engagements. We help our investment banking partners strengthen their business development process by enabling them to say ‘yes’ to more referrals by being a solution for what to do with the ones that do not fit. And we boost their business development pipelines with reverse referrals of qualifying deal opportunities, packaged small business acquisitions to speak with acquirers about, and a revenue-sharing program.

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