Case Studies

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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