Case Studies
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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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
