888-983-1617 [email protected]

Oaklyn Consulting Says Farewell to Chris Wright; Announces Search for New Principal

When I started Oaklyn Consulting in 2016, one of my primary goals was to provide an opportunity for talented people to do engaging work and make a difference to clients and referral partners. I want working at Oaklyn Consulting to be a great experience for current employees, but because small firms can offer only so much in the way of a whole career, I also want to create a great springboard for my colleagues’ next opportunities.

Our longtime colleague Chris Wright is leaving our firm to join a Chattanooga-based investment group. It’s been a real pleasure to work with Chris these past four years, and I’m pleased that his next thing involves partnering with an experienced investor who’s a good citizen and a friend of mine. Chris joined our firm shortly after its formation, when there wasn’t much to our business. Since then, he has helped a wide variety of clients and investors obtain financing, find buyers and interact with investors, and he has nurtured some of our most meaningful referral partnerships. I know he’ll thrive in this new position.

Oaklyn provides quality investment banking advice to businesses whose situations are not large or straightforward enough to be cost-effective for traditional investment banks to serve. Working with referral partners across the Southeastern U.S., Oaklyn Consulting has served more than 70 clients over the last four years.

We’re actively recruiting for a new principal to join us at Oaklyn Consulting. The ideal candidate is a person who will thrive in selling professional services, who loves working on financial issues for small to mid-sized businesses, and who is enthusiastic about creating win-win relationships with referral partners. If you fit the bill, or know of a person who does, we’d love to hear from you. You can drop me an email here.

Internally, we value responsiveness, hustle, discipline, teamwork and creativity, in both solving clients’ problems and developing new business. What we provide for each other is collaboration and thought partnership; mutual accountability in sales, analysis and service; wide-ranging deal experiences; and association with a firm that values its good reputation among our clients and referral partners.

Oaklyn Consulting is moving full steam ahead. Jack Rainer and I are supported by a group of highly skilled independent contractors to help on client projects. And we are looking actively for Chris’s successor(s). We look forward to meeting people who might be interested in joining us.

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...