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 Congratulates Ferguson Animal Hospital on Acquisition by VetEvolve
Oaklyn Consulting congratulates Ferguson Animal Hospital on its acquisition by VetEvolve, a multi-location veterinary practice management platform that owns and operates practices in five states. Oaklyn Consulting assisted Ferguson Animal Hospital in negotiating the...
Oaklyn Consulting Congratulates Effie On Strategic Transaction with Ascential
Oaklyn Consulting congratulates Effie, a U.S. nonprofit whose annual Effie Awards honor global marketing effectiveness, on its transaction with Ascential.
Oaklyn Consulting Congratulates Medecipher on Acquisition by SnapCare
Oaklyn Consulting congratulates Denver-based cloud-based software developer Medecipher Inc. on its acquisition by SnapCare, a leading healthcare workforce solutions provider. Oaklyn Consulting assisted Medecipher in negotiating the business terms of the transaction....
Features
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...
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...
Ask Us Anything
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.
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...
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