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Oaklyn Consulting

Expert Guidance For Crucial Capital Decisions

We’re here to help with the big decisions that determine the direction of an organization. The financial and strategic decisions that might include accepting outside investment, negotiating with potential investors, merging with a competitor, or transitioning to successor ownership. Whatever the case, we’ll help by guiding you through one of the most complex transactions you will face as an organizational leader or business owner.

Clients

Stakeholders

Close-to-Pass Ratio

A Different Kind of Investment Banking Advisor

For Small To Mid-Sized Organizations

At Oaklyn Consulting, unlike traditional investment banking advisors, we work as consultants -not brokers- to provide expert guidance for small to mid-sized organizations. We help where traditional investment banking advisors cannot.

Mergers

Acquisitions

Capital Raises

Recapitalizations

Joint Ventures

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As Featured In

Set Your Organization On a Path To Success

With Oaklyn Consulting by your side, you can confidently navigate the turbulent landscape of venture capital governance.

Succession

Looking for a needle in a haystack?
Find the ideal successor.

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Buy a Business

Match made in heaven or…
On buying a business.

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Private Equity

The whale swallows the minnow.
Private equity makes your company an offer.

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Sell Your Business

Life in the fast lane? Whoops, red light ahead.
How to get to the sale and avoid the legal mumbo jumbo.

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Structure Joint Ventures

Saying goodbye to the angel and hello to…
Is it time to seek venture capital?

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Refinance Debt

When one door shuts, another opens.
Time to shop for a new bank?

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Maximize Your Value

The pot of gold at the end of the rainbow.
How do I maximize the value of my company?

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Work With Investors

Rough seas ahead?
Talking to investors in tough times.

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Who We Serve

Entrepreneur Owner-Managers

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.

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.

Co-Ops

We specialize in helping co-ops make big decisions. As business owners dedicated to creating customer/member value rather than shareholder value, we know that you face the same strategic decisions as other businesses - succession, capitalization, and the opportunity to purchase or sell operations - but with different stakeholder interests at play. Our team provides unbiased guidance and support as you navigate these decisions.

Professional Services Firms

We understand the unique challenges professional services firms face when navigating strategic and financial matters. Transactions involve a distinct mix of employment and shareholder considerations that can differ from other businesses. Whether you're a law firm, accounting practice, physicians group, creative agency, or management consulting firm, our team is dedicated to providing customized transaction advice that fits your specific needs and goals.

Investor Backed Companies

We specialize in providing professional expertise and guidance to investor-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.

News & Insights

How to Spot Warning Signs that a Deal is in Danger

How to Spot Warning Signs that a Deal Is in Danger

Read the article in The Middle Market.Bringing an M&A deal across the finish line can be a long and perilous road. No matter how certain a transaction might initially seem, there’s always the possibility that one party can abruptly change its plans and drop out...

3 Signs an M&A Deal Is in Trouble

3 Signs an M&A Deal Is in Trouble

Read the article in CFO.Spotting signs of trouble early is critical for CFOs to prevent a deal from derailing. Not every CFO will experience M&A firsthand during their career. But those who do typically find that their existing skillset makes them a crucial...

4 Tips for Pitching Investors in Today’s Economy-1

4 Tips for Pitching Investors in Today’s Economy

Read the article in CFO.Any company that intends to grow past a certain point eventually reaches the familiar milestone of pitching to private capital sources in hopes of securing additional funding. Those businesses that tend to be most successful are the ones...

Resolving Conflicts in a Family Business-1

Resolving Conflicts in a Family Business

Read the article in Small Business Current.When family members run a business together, the experience often draws them closer, but there are inherent risks as well. Having years of personal history with one’s co-workers can sometimes lead to non-work disputes...

ANALYZING BROAD - April 12, 2023

Analyzing Broad vs. Narrow M&A Deal Processes

We respect the unique M&A market insights that Sutton Place Strategies, an affiliate of Bain & Company, creates from its business development work with PE firms. SPS Founder and CEO Nadim Malik gave a presentation at ACG Boston's M&A Outlook forum in...

HOW TO WORK THROUGH CONFLICTS - April 10, 2023

How To Work Through Conflicts In a Family Business

Creating a family business comes with a lot of positives, as well as a lot of challenges. Here’s how to handle those conflicts as they arise. Thanks to The American Genius for having me! Read the article in PDF.Anyone who’s managed a business with other family...

How to Sell a Business in 5 Simple Steps: A Guide for SMBs

In all honesty, there’s nothing simple about selling a business, whether it's a family company, an SME, startup, or big enterprise. The road to a successful sale is often rocky, with plenty of detours and wrong turns along the way. There might be a missing bridge...

WHO WE HELPED IN 2022 - January 18, 2023-1

Who We Helped in 2022

At the start of every year, we at Oaklyn Consulting like to look back at the past 12 months to reflect on projects accomplished and lessons learned from our clients. Building on our achievements from 2021, Oaklyn Consulting worked with 34 organizations in 2022 on...

MONTY BRUELL INTERVIEW - January 17, 2023-1

Monty Bruell Interview with Business Radio X

Our Monty Bruell sat down with Business Radio X to discuss succession planning in minority and women-owned businesses. Listen on Spotify or Amazon Music or read the transcript below!INTRO: Broadcasting live from the business RadioX Studios in Atlanta, Georgia, it's...