Meet the Team: Danny Levison

Danny Levison has spent his career assisting small and medium-sized businesses with their real estate needs. He’s Oaklyn Consulting’s go-to person for any client transactions that have a real estate component, handling any property assessments and valuations of clients who own their buildings.

What’s your favorite part of your job?
Analysis and creating valuations of buildings in different cities, which involves going and learning those markets.

Why do you work at Oaklyn Consulting?
They are a natural fit for extending our business into more consulting and expanding our geographic boundaries. In addition, they are extremely knowledgeable and ethically focused.

What are your favorite pastimes outside of work?
Grandchildren, bird hunting and golf.

What TV show/movie/book/musical artist are you enjoying right now?
The Lincoln Lawyer.

What do you think sets Oaklyn Consulting apart from other investment banking consultants?
They’re a great team that brings Wall Street expertise to small business owners.

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.

Crucial Items To Be Considered When Selling a Business

Ask Us Anything Dear Oaklyn Consulting, What are some crucial items to be considered when selling a business? And do you help clients purchase as well as sell? From Oaklyn Consulting A crucial first step toward the successful sale of a business is to do what...

Help Me Find the Right Leader to Continue Our Nonprofit’s Mission

Ask Us Anything Dear Oaklyn Consulting, I need advice. My husband and I started a nonprofit three years ago. We have secured funding and have been able to make an immediate impact in our community. However, we’ve experienced some health challenges and don’t have the...

How to Improve Your Investment Banking Deal Flow

Learn the four major key areas where investment bankers can improve their investment banking deal flow. Start optimizing your business operations today.

Why Hiring an Investment Banker is the Right Move for First-time Founders Trying to Exit

The value of your firm is influenced by the comparables for recently sold firms like yours. In this episode, Frank Williamson, Founder & CEO at Oaklyn Consulting, shares details about comps, valuation, and the benefits of an investment banker. Listen to the full...

The Road to a Successful Exit: Timing, Advisors, and Process

Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and...