News & Insights
Our thought leadership pieces are curated to offer practical tips and strategies for optimizing business performance, while our deal announcements keep you informed about the latest transactions and industry trends. Contributing to knowledge about how to do transactions well is at the heart of our Why – we strive to be good corporate citizens in our business communities.
With a wealth of knowledge and experience, our team of professionals brings high expertise to every piece of content. We invite you to explore our website and discover how we can help you achieve your business goals.
Case Studies
Client Case Study: Axial Exchange, Rest in Peace
Axial Exchange filed articles of dissolution on July 31, 2019. Its two predecessor companies, Register Patient and Ingage Patient, were incorporated in 2009 and backed by respected venture capital investors. A merger provided new energy in 2015, but it was clear by...
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...
Client Case Study: Hotel Equities Joins Forces With Virtua Partners
In the recent investment in Hotel Equities by Virtua Partners, we advised Hotel Equities on a mutually beneficial transaction by providing background advice, market benchmarks for business terms, risk assessment and negotiation support. After a year of discussions...
News
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...
Monty Bruell Joins Oaklyn Consulting to Lead Atlanta-Based Advisory Practice for Minority- and Women-Owned Businesses
ATLANTA, Georgia, May 12, 2022 – Oaklyn Consulting, a Chattanooga-based mergers, acquisitions and capital-raising consulting firm, announced today that Monty Bruell has joined the firm as a partner. He will be based in Atlanta. Bruell, who will focus on serving the...
Teknovation: Leah Williams Joins Oaklyn Consulting
Oaklyn Consulting, the Chattanooga-based mergers, acquisitions and capital-raising consulting firm, has added Leah Williams as an Investor Communications Consultant. In this role, she will help Oaklyn’s client base of entrepreneurs and business owners present the...
Insights
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.
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.
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.
Deals
Oaklyn Consulting Facilitates ShotFlow’s Sale to Creative Force with Strategic Sell-Side Services
Oaklyn Consulting guided ShotFlow through its sale to Creative Force, providing strategic sell-side advice that maximized value and ensured a successful outcome.
Oaklyn Consulting Provides Strategic Advisory Services for Heurisay’s Acquisition by 5by5 Agency
Oaklyn Consulting congratulates its client Heurisay on the company’s recent sale to 5by5 Agency.
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...
Features
Why Nonprofits Should Consider The Benefits Of A Merger
Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.Nonprofits are an essential thread in our social fabric, providing critical services that make...
Four Questions To Ask An Investment Banker When Selling Your Business
Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.If you’re like most entrepreneurs, you rarely have reason to interact with an investment banker....
Managing The Transfer Of A Family Business
Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.Earlier this year, Gallup shared some thought-provoking statistics about older business owners’...
Ask Us Anything
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...



















































