Case Studies

Case Studies

A Family Business at a Crossroads: How Oaklyn Consulting Guided a Family-Owned Business to a Successful Sale

When the Semprebon family weighed selling Calmont Beverage, Oaklyn Consulting’s time-based model gave them room to test the market and…

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Case Studies

How Oaklyn Consulting Helped Essco’s Owner Sell for $84M Without Compromising His Company’s Values

Essco’s owner shares why he brought Oaklyn Consulting in midstream to sell his family-run calibration lab for $84M, without compromising…

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Case Studies

From Startup to Sale: Why Oaklyn Consulting Was the Right Exit Partner

Al Hemond, Client Testimonial I was part of a small startup company for about ten years. I bought into it in 2009, and at the time, the…

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Case Studies

How Janet Elkin Got Two Acquisitions Done With Oaklyn Consulting

Janet Elkin closed two acquisitions with Oaklyn Consulting’s Frank Williamson as her advisor. She shares why senior-level attention made…

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Case Studies

How Oaklyn Consulting Helped a Founder Sell His Company Without Losing Control

My company, ShotFlow, is a decade old. It was a problem I fell in love with in the market. It has to do with solving very complex…

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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…

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Case Studies

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…

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Case Studies

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…

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Case Studies

Client Case Study: Professional Disability Associates sells to The Advocator Group

In the recent sale of Professional Disability Associates to The Advocator Group, a subsidiary of Brown & Brown, we facilitated a mutually…

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Case Studies

Client Case Study: Distribution Company, M&A Consulting

In the recent sale of a distribution company, we tailored a project that was very different from traditional M&A engagements… and it closed…

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Case Studies

How Oaklyn Consulting Worked with Physicians Toward an M&A Solution – Or Not

We pride ourselves on helping clients reach a ‘no-deal’ solution when it’s right for them. That was the result of our recent work with a…

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Case Studies

How Oaklyn Consulting Helped Acquaint Veteran Healthcare Executives With the Investment Community

One of OC’s first assignments was referred by an investment bank. A group of veteran healthcare executives wanted to build a services…

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Experience the Oaklyn Consulting Difference

Oaklyn Consulting brought senior-level attention and analytical rigor to every stage of the process. They understood my business, ran a thoughtful and disciplined sale process and helped me make sound decisions when it mattered. I couldn't have asked for a better team in my corner.”

Jarod BuschFounder, 911 Custom LLC

(If) you've never been through this before, you've never done it before, frankly you're out of your depth and you're lost, you need someone that's going to pilot this through with you, as sort of the copilot, and your mentor and advisor. I absolutely feel very strongly that that's the role that Oaklyn Consulting played for me, and I would always recommend them.”

Eric FulmerCEO, ShotFlow

Oaklyn Consulting did a great job for us on Axial. The unfortunate outcome there had everything to do with the company's situation and the market environment. The board and investors all agree on what a thorough, professional, top-notch job Oaklyn Consulting did for us. I wouldn't hesitate to work with them again and in fact will look for opportunities to do so.”

Board MemberAxial Exchange

That was the real value of Oaklyn Consulting, being able to add them to the deal midstream. If you’re in that situation, I think Oaklyn Consulting is a great fit.”

Mike WalshCEO, Essco Calibration Laboratory

If you’re on the fence, I would say meet Frank and his team. I would recommend him to anyone who is considering selling their company, even if they’re just exploring their options.”

Al HemondCEO, Professional Disability Associates

Without him, I wouldn’t have gotten these deals done. There’s no question in my mind.”

Janet ElkinCEO, IMN Enterprises

Eighty years of family history does not get sold in a hurry. Oaklyn Consulting understood that from the first conversation.”

Jamie SemprebonCalmont Beverage

Oaklyn Consulting told us to pause when everything in me wanted to keep moving. Six weeks later, we closed clean. That advice was worth more than the process itself.”

Jeremy GrenierCEO, Calmont Beverage

We really appreciated your willingness to adapt to the unique nature of our engagement — i.e., advising both sides — rather than forcing us into a typical approach.”

It was a very helpful professional experience. You are very knowledgeable and explained how you work transparently, even offering that you were probably not a good match. That is rare. Most people try to force-fit their model to every opportunity.”

As I stated many times during our conversations, I so appreciate you and your team for interceding throughout this transaction. It made such an incredible difference!”

Excellent setup and organization of data as well as business-level guidance for transactions.”

Candidly — I appreciated that you were thoughtful about when and where to engage knowing that we had sensitivities to fees. It often felt like you’d give us tools we could use to work through things on our own and then jump back in as needed to add value where you uniquely could.”

You continue to be my go-to for business owners thinking about their business options. I appreciate your approach and everyone I have sent you has said good things.”