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Meet the Team: Zach O’Neil

Zach O'Neil
Since joining Oaklyn Consulting as an associate in 2023, Zach O’Neil has supported a range of projects, including industry research, financial analysis, buyer list development, investor relations, and creating client materials.

What’s your favorite part of your job?
I love seeing the variety of businesses entrepreneurs have built and being part of helping them through pivotal moments in their journey.

Why do you work at Oaklyn Consulting?
I enjoy providing a high-quality service to business owners who truly need support, and getting to do it alongside a fantastic team makes it much more fun!

What are your favorite pastimes outside of work?
Anything on two wheels — whether it’s mountain biking in the hills of Chattanooga or cycling to work in the morning.

Why does Oaklyn Consulting’s work matter?
We guide business owners through transactions or capital raises — processes they may only do once in their lives. Offering expert, empathetic support during that time really matters.

What TV show/movie/book/musical artist are you enjoying right now?
I’m reading Pieces of the Action by Vannevar Bush. It’s a fascinating behind-the-scenes look at some of the 20th century’s most pivotal inventions through the eyes of a fascinating inventor.

What do you think sets Oaklyn Consulting apart from other investment banking consultants?
Our flexible business model and client-first approach allow us to step in when traditional investment banks can’t. We focus on delivering high-value customized service throughout any part of the M&A process, not just cookie-cutter solutions.

What’s your idea of a perfect meal?
A slow evening with friends over pasta, fresh bread and good wine!

Why Nonprofits Should Consider The Benefits Of A Merger

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.Nonprofits are an essential thread in our social fabric, providing critical services that make...

Four Questions To Ask An Investment Banker When Selling Your Business

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.If you’re like most entrepreneurs, you rarely have reason to interact with an investment banker....

Managing The Transfer Of A Family Business

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.Earlier this year, Gallup shared some thought-provoking statistics about older business owners’...

Preparing For An Exit? 20 Common Mistakes Business Owners Should Avoid

Originally published by Forbes, featuring Frank Williamson, among other business experts. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.After investing an incredible amount of time, money and effort into...

Oaklyn Consulting Facilitates ShotFlow’s Sale to Creative Force with Strategic Sell-Side Services

Oaklyn Consulting guided ShotFlow through its sale to Creative Force, providing strategic sell-side advice that maximized value and ensured a successful outcome.

Oaklyn Consulting Provides Strategic Advisory Services for Heurisay’s Acquisition by 5by5 Agency

Oaklyn Consulting congratulates its client Heurisay on the company’s recent sale to 5by5 Agency.

Frank Williamson in Forbes: Four Essential Questions for Choosing Your Investment Banker

Discover the 4 key questions to ask before hiring an investment banker. Learn expert insights to guide your business sale.

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...