888-983-1617 [email protected]

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 needs of small- to mid-sized minority and women owned business enterprises (MWBEs), is an entrepreneur, business consultant and investment advisor with more than 25 years’ experience. In 2021, Bruell ran for mayor of Chattanooga, highlighting a message of addressing economic disparities in Chattanooga and around the country.

“I’m thrilled to join Oaklyn Consulting, and I’m energized by our potential to help successful women- and minority-owned businesses strategize for the future by raising capital, acquiring other businesses or selling,” Bruell said. “There’s a pent-up demand among small- and mid-sized businesses for specialized M&A advisory services to help navigate complex transaction decisions, and we look forward to applying Oaklyn Consulting’s consultative approach specifically to help the owners of MWBEs.”

Bruell has been a principal for MRB Consulting since 2012, working directly with clients on a project basis to develop and execute strategies to launch and scale early-stage start-ups in preparation for funding and growth. He has also been a board member and shareholder for Georgia point-of-sale software company Rapid RMS since 2013. He graduated from Harvard University with a bachelor’s in economics.

Oaklyn Consulting specializes in mergers, acquisitions, capital raising and other significant financial transactions for small- and mid-sized businesses with up to $100 million in sales. Oaklyn acts as a consultant rather than a broker and bills hourly, enabling its advisors to provide objective advice. This approach helps companies and investors determine their best course of action in even the most complex situations.

“We’re pleased to welcome Monty to our team, and with his talents we look forward to deepening our focus on an underserved segment of business owners in Atlanta and the Southeastern U.S.,” said Frank Williamson, CEO of Oaklyn Consulting. “Our strength at Oaklyn is that while we handle the highest stakes, most complicated transactions, we offer empathetic guidance that considers each client’s unique circumstances.”

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...