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Meet the Team: Frank Williamson

Frank Williamson of Oaklyn Consulting
Frank Williamson is the founder and CEO of Oaklyn Consulting, which he opened in 2016 to fill a gap in qualified investment banking advice for founders/CEOs, venture capital investors, and nonprofit leaders.

What’s your favorite part of your job?
The people we work with — our team, our channel/referral partners, our clients, and the people across the table in business negotiations.

Why do you work at Oaklyn Consulting?
Because we make a difference in the world by helping social or commercial entrepreneurs when they need to deal with money people — and we have fun doing it. Compared to other ways to do investment banking, we get more reps at the most creative deal negotiations than anyone else in the business.

What are your favorite pastimes outside of work?
If I could ski every day, I would.

Why does Oaklyn Consulting’s work matter?
We help operating people deal with money people in a way that creates a better outcome for everyone. The deals we help craft enable problem-solvers to create bigger and better solutions to the pain points in society that they’re trying to relieve.

What TV show/movie/book/musical artist are you enjoying right now?
Silly mysteries and thrillers. Have you read The Thursday Murder Club?

What do you think sets Oaklyn Consulting apart from other investment banking consultants?
Our “why” is to help people that need investment banking help but can’t access it. This alone sets us apart.

But in addition, we’re crazy good at negotiating creative capital-related solutions, bringing the best service levels, insights and deal skills to parts of the market that are often starved for even medium levels of advice.

What’s your idea of a perfect meal?
It’s the setting and sharing as much as the food. I love sitting at the kitchen island, having a beer with a friend (or my bride), and enjoying a meal that the cook is dying to show off. And I equally love going to the fanciest restaurant, sharing a bottle of wine and trying the house specialty.

Meet the Team: Rob Tyndall

Rob Tyndall is Oaklyn Consulting’s newest team member, previously serving as managing director of investment banking at Fifth Third Bank. At Oaklyn Consulting, he’ll be focusing on client advisory work and business development. What's your favorite part of your job?...

Meet the Team: Leah Williams

Leah Williams is Oaklyn Consulting’s investor communications consultant, using creative visual storytelling to help our clients make an impact with investors, bankers or potential buyers. What's your favorite part of your job? Helping clients talk about themselves in...

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...