News & Insights
Our thought leadership pieces are curated to offer practical tips and strategies for optimizing business performance, while our deal announcements keep you informed about the latest transactions and industry trends. Contributing to knowledge about how to do transactions well is at the heart of our Why – we strive to be good corporate citizens in our business communities.
With a wealth of knowledge and experience, our team of professionals brings high expertise to every piece of content. We invite you to explore our website and discover how we can help you achieve your business goals.
Case Studies
Client Case Study: Axial Exchange, Rest in Peace
Axial Exchange filed articles of dissolution on July 31, 2019. Its two predecessor companies, Register Patient and Ingage Patient, were incorporated in 2009 and backed by respected venture capital investors. A merger provided new energy in 2015, but it was clear by...
Client Case Study: SilverSage Physician Services Fuels Growth With Bank Financing
One of the most valuable attributes of the Oaklyn Consulting model is our ability to align the efforts of a project with the unique needs of each client. Such was the case in a recently completed engagement with SilverSage Physician Services, a rapidly growing company...
Client Case Study: Hotel Equities Joins Forces With Virtua Partners
In the recent investment in Hotel Equities by Virtua Partners, we advised Hotel Equities on a mutually beneficial transaction by providing background advice, market benchmarks for business terms, risk assessment and negotiation support. After a year of discussions...
News
Monty Bruell Joins Oaklyn Consulting to Lead Atlanta-Based Advisory Practice for Minority- and Women-Owned Businesses
ATLANTA, Georgia, May 12, 2022 – Oaklyn Consulting, a Chattanooga-based mergers, acquisitions and capital-raising consulting firm, announced today that Monty Bruell has joined the firm as a partner. He will be based in Atlanta. Bruell, who will focus on serving the...
Teknovation: Leah Williams Joins Oaklyn Consulting
Oaklyn Consulting, the Chattanooga-based mergers, acquisitions and capital-raising consulting firm, has added Leah Williams as an Investor Communications Consultant. In this role, she will help Oaklyn’s client base of entrepreneurs and business owners present the...
Chattanooga Times Free Press: Leah Williams Joins Oaklyn Consulting
We are glad to announce that Leah Williams has joined our firm as an investor communications consultant. Williams comes to Oaklyn with 13 years of combined experience in writing and presentation design. Welcome, Leah! Read the Chattanooga Times Free Press article here.
Insights
What Does an Investment Banker Do and Why Do I Need One?
If you’re considering selling your business, you probably have questions. You may not know what investment bankers do or if you need one. Learn more now.
How We Help Investment Bankers Say Yes More Often
In investment banking, credibility is everything. If you’ve developed a reputation for successfully executing deals, having deep industry knowledge and being a trustworthy partner, your investment banking expertise might be highly sought after. While it’s great to...
5 Common Pitfalls When Selling Your Business Without a Broker
See how to sell your business without a broker, what are the advantages and disadvantages, and how to make better capital decisions in such cases.
Deals
Oaklyn Consulting Congratulates Ferguson Animal Hospital on Acquisition by VetEvolve
Oaklyn Consulting congratulates Ferguson Animal Hospital on its acquisition by VetEvolve, a multi-location veterinary practice management platform that owns and operates practices in five states. Oaklyn Consulting assisted Ferguson Animal Hospital in negotiating the...
Oaklyn Consulting Congratulates Effie On Strategic Transaction with Ascential
Oaklyn Consulting congratulates Effie, a U.S. nonprofit whose annual Effie Awards honor global marketing effectiveness, on its transaction with Ascential.
Oaklyn Consulting Congratulates Medecipher on Acquisition by SnapCare
Oaklyn Consulting congratulates Denver-based cloud-based software developer Medecipher Inc. on its acquisition by SnapCare, a leading healthcare workforce solutions provider. Oaklyn Consulting assisted Medecipher in negotiating the business terms of the transaction....
Features
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 —...
What to Do When It’s Hard to Sell Your Business (Niche or Not)
Read the article in The American Genius.There are many hurdles that can arrive when you are trying to sell your business – here are some tips to meet yours and your buyer’s needs. Having a profitable business is no guarantee that you’ll one day be able to easily sell...
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 asset...
Ask Us Anything
Putting Together a Seamless Transition Plan
Ask Us Anything Dear Oaklyn Consulting, I started a nonprofit 8 years ago after my son passed so that I could create an impact while honoring him. We’ve been able to grow and help thousands of individuals. I am getting to the point of retirement and want to figure out...
Help Me With Options For Obtaining Capital
Ask Us Anything Dear Oaklyn Consulting, I have a business that needs a cash inflow. However, my local bank is not willing to provide more credit. What other options do I have to obtain capital, and what are the pros and cons of each alternative? From Oaklyn...
Help Me With When to Make an Employee an Owner of my Company
Ask Us Anything Dear Oaklyn Consulting, I’ve been in business for 10 years and have an employee who is a valued member of the business and would be hard to replace. How can I incentivize him/her to stay and become part of the equity in the business, while best...
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