888-983-1617 [email protected]

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 the deal.

Issues & concerns

1. Business owner desired investment banking advice and was disappointed that he was not able to engage a traditional M&A boutique due to the size of his company

2. While confident that he could identify and attract potential buyers, he worried about his lack of market and process knowledge to respond to bids

3. While experienced in sales negotiations and share-of-revenue acquisitions, he was afraid he might miss something in negotiating the sale of his entire business

Transaction highlights

1. Distribution company with $15-20 million in sales

2. Buyer was a long-hold private equity fund; this was the fund’s first investment

3. Owner wanted a limited, self-directed sale process

4. Our role was to support the owner’s self-directed sale process with bid analysis, limited market outreach and background counsel during negotiations; our participation remains confidential

5. The project resulted from a boutique investment bank’s referral

Oaklyn Consulting is the advisor of choice for helping middle-market companies with capital strategy decisions and small or complex transactions. We serve as a guide, not a broker, providing middle market investment banking services as consultants with time-based billing.

Frank Williamson in Forbes: Four Essential Questions for Choosing Your Investment Banker

Discover the 4 key questions to ask before hiring an investment banker. Learn expert insights to guide your business sale.

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.