888-983-1617 [email protected]

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 of each client. Such was the case in a recently completed engagement with SilverSage Physician Services, a rapidly growing company providing outsourced physician services to post-acute and long-term care facilities across the country.


Though this stand-alone company was only 18 months old when Oaklyn became involved, the founder had previously taken the same unique service offering from concept to 100+ facilities and tens of millions in revenue as a subsidiary of a much larger entity. Shortly after setting off on his own, the client found himself facing several issues and concerns:

  • The high salaries of physicians along with a natural lag in reimbursement from insurers combined to create a sizeable, albeit temporary, working capital need for each new contract – requiring liquidity the firm did not have

  • The founder was (rightly) resistant to raise equity capital and experience dilution for such a temporary need

  • To meet the timeline of previously signed contracts, SilverSage had just 45 days to secure an initial amount of funding and needed a partner who could “run fast”

  • Long-term, SilverSage sought a banking relationship that could grow with them

  • The client found it easy to gain initial banker interest, but for reasons that were unclear, they found it difficult to gain traction beyond the first interaction


  • We quickly found that the issue with banks was a matter of not speaking the same language. The client was simply having difficulty translating the compelling business opportunity into a financial model that articulated the same story

  • Armed with the requisite information, we helped the client run what closely resembled a growth equity capital raise process, but for bank financing and on a highly accelerated timeline

  • We advised the client on the selection of the best short-term debt solution, and teed up the client to continue pursuing the desired long-term banking partnership

SilverSage Physician Services had a proven business model and a stockpile of potential clients – they were the right people for the job. But like many business owners looking to grow rapidly for the first time, they didn’t have a strong enough handle on how to support their operational ambition with a thoughtful financing strategy. The “need” in this case was simply the perspective of a financially-savvy partner who had been there before – with companies their size, with companies financing rapid growth, and with companies the likes of which they aspired to become

3 Signs an M&A Deal Is in Trouble

Read the article in CFO.Spotting signs of trouble early is critical for CFOs to prevent a deal from derailing. Not every CFO will experience M&A firsthand during their career. But those who do typically find that their existing skillset makes them a crucial asset...

4 Tips for Pitching Investors in Today’s Economy

Read the article in CFO.Any company that intends to grow past a certain point eventually reaches the familiar milestone of pitching to private capital sources in hopes of securing additional funding. Those businesses that tend to be most successful are the ones that...

Resolving Conflicts in a Family Business

Read the article in Small Business Current.When family members run a business together, the experience often draws them closer, but there are inherent risks as well. Having years of personal history with one’s co-workers can sometimes lead to non-work disputes...

Oaklyn Consulting Congratulates Proof of the Pudding on Acquisition by Bruin Capital

Oaklyn Consulting congratulates Atlanta-based catering, food service and event company Proof of the Pudding on its recent acquisition by Bruin Capital. Oaklyn Consulting assisted Proof of the Pudding in evaluating potential partners and negotiating the transaction....

Analyzing Broad vs. Narrow M&A Deal Processes

We respect the unique M&A market insights that Sutton Place Strategies, an affiliate of Bain & Company, creates from its business development work with PE firms. SPS Founder and CEO Nadim Malik gave a presentation at ACG Boston's M&A Outlook forum in...

How To Work Through Conflicts In a Family Business

Creating a family business comes with a lot of positives, as well as a lot of challenges. Here’s how to handle those conflicts as they arise. Thanks to The American Genius for having me! Read the article in PDF.Anyone who’s managed a business with other family members...

Takeaways from Axial’s Recent ‘Dead Deals’ Analysis

Those of us who negotiate M&A transactions for, and with, small- to mid-sized businesses know a few hallmarks of the process: For any company, there is a limited universe of buyers. Each buyer's interest is unique, so average valuations are not reliable indicators...

Who We Helped in 2022

At the start of every year, we at Oaklyn Consulting like to look back at the past 12 months to reflect on projects accomplished and lessons learned from our clients. Building on our achievements from 2021, Oaklyn Consulting worked with 34 organizations in 2022 on...

Monty Bruell Interview with Business Radio X

Our Monty Bruell sat down with Business Radio X to discuss succession planning in minority and women-owned businesses. Listen on Spotify or Amazon Music or read the transcript below!INTRO: Broadcasting live from the business RadioX Studios in Atlanta, Georgia, it's...

Succession Planning for Minority and Female Business Owners

For the founders of minority and women-owned business enterprises (MWBEs), succession planning takes on a deeper significance. Our Monty Bruell explains in a guest column for Memphis Business Journal. Read the article in PDF.Any entrepreneur approaching retirement has...