During the holiday season, our tradition is to reflect on the year and assess how we fulfilled our purpose as a firm. Maybe you do something similar. Oaklyn Consulting’s purpose is to be a good citizen of the business communities where we operate, by handling...
In my new column in Mergers & Acquisitions, I explore so-called “crossroads” transactions — complex situations that can turn potentially good companies into bad investment banking clients. Read the article in Mergers & Acquisitions. Read the...
I recently penned an article for the Alliance of M&A Advisors’ “MidMarket Talk” newsletter discussing some takeaways from a recent M&A forum that I participated in. Read the original article here. Read the article in PDF. Being an M&A...
Even the most optimistic of us know better than to coast in good times. Yes, there will be periods when the Dow is hitting new highs, unemployment is low and growth is happening, but none of these things can last forever. There are changes that come with growth and...
In this season of giving thanks, we’d like to extend our gratitude to the entrepreneurs and investors we’ve worked with this past year. Thank you for the strong working relationships we’ve shared and for entrusting us with the big decisions concerning you and your...
It’s easy for CEOs to catch deal fever. The symptom is that good things about a merger or acquisition appear closer than the risks. Our experience is that deal fever can be dangerous unless someone splashes cold water on the person who has it. In May, the Memphis...
