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.
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.