2018 Middle Market Thought Leader of the Year Finalist

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2018 Middle Market Thought Leader of the Year Finalist

It is an honor to be a finalist for the Alliance of Merger & Acquisition Advisors 2018 Middle Market Thought Leader of the Year Award.

I founded Oaklyn Consulting in 2016 to address a problem facing small and middle-market private companies and their professional advisors:

Investment banking and corporate finance advice is available almost exclusively from service providers who work for success fees, and as a result they help most when a deal of a certain size is the best outcome. But deals are not always the answer, and the path to the answer is not always clear.

We believe that any business owner should have access to thoughtful investment banking advice when their business is at a crossroads.

So, we help small and middle-market private companies complete mergers, acquisitions, joint ventures and other strategic transactions; arrange financing; and manage investor relationships, all with time-based billing. We complement the work of investment bankers, lenders, lawyers, wealth managers and accountants.

Sharing knowledge through articles supports our mission and serves our larger vision that all entrepreneurs and business owners should have access to the capital they need to plan for the future, grow and thrive.

We very much appreciate that the Alliance of Merger & Acquisition Advisors has recognized our work.

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