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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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What to Do When the Bank Says No: Alternative Capital Options for Your Business

Ask Us Anything Dear Oaklyn Consulting, My business has weathered a tough period and needs an infusion of cash to make it through the next few months. My local banks keep declining my applications. What nontraditional sources of capital do I have left? What are the...

Do I Need an Investment Banker to Sell My Business?

Ask Us Anything Dear Oaklyn Consulting, I’m thinking about selling my business, but I’m not sure where to start or who to talk to. I hear the term “investment banker” a lot, but I’m not sure what firms like Oaklyn Consulting actually do, or whether I even need an...

How to Make Smart Business Decisions in Uncertain Economic Times

Ask Us Anything Dear Oaklyn Consulting, It feels like every headline I read is about economic uncertainty, and for small businesses like mine, it’s tough to know which way things are going. I sometimes feel paralyzed trying to decide whether now’s the time to think...

Oaklyn Consulting Provides Impactful, Limited-Scope Advisory for Essco’s Sale to Transcat

Oaklyn Consulting congratulates its client Essco Calibration Laboratory on the company’s recent acquisition by Transcat, which was announced Aug. 5. Oaklyn provided Essco: Tailored Services. Oaklyn Consulting tailored its advisory services to the specific needs of...

Collective 54: Ending a Business Partnership the Right Way

Originally published by Collective 54, this article by Oaklyn Consulting CEO Frank Williamson explores how to approach the end of a business partnership with clarity, professionalism, and strategic foresight. We’re grateful to Collective 54 for the opportunity to...

What’s the Right Way to Manage Risk in Lower Middle Market Investment Banking?

Learn how to leverage risk management as an investment banking professional and secure better deals for your clients and partners.

Veteran M&A Advisor Rob Tyndall Joins Oaklyn Consulting

Chattanooga-based investment banking and advisory firm Oaklyn Consulting announced today that veteran M&A advisor Rob Tyndall has joined the firm as a consultant. Based in Charlotte, North Carolina, Tyndall will provide mission-critical advisory services to...

What to Do If a Partner Wants to Leave a Business

You might feel cornered but understanding what to do if a partner wants to leave a business starts with approaching the situation strategically.

5 Tactics to Boost Your Lower Middle Market Investment Banking Deal Origination

If you’re a lower middle market investment banker hoping to boost your investment banking deal origination, here are five suggestions of where to start.

Crucial Items To Be Considered When Selling a Business

Ask Us Anything Dear Oaklyn Consulting, What are some crucial items to be considered when selling a business? And do you help clients purchase as well as sell?   From Oaklyn Consulting A crucial first step toward the successful sale of a business is to do what...