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
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...
Chattanooga Times Free Press: Leah Williams Joins Oaklyn Consulting
We are glad to announce that Leah Williams has joined our firm as an investor communications consultant. Williams comes to Oaklyn with 13 years of combined experience in writing and presentation design. Welcome, Leah! Read the Chattanooga Times Free Press article here.
Insights
How to Navigate Business Debt and Equity Options
When closely held businesses need capital, they generally have two options — getting a bank loan or seeking out private investors. While a loan isn’t going to be a viable solution for every liquidity need a business has, it can be significantly less expensive in the...
Can a Nonprofit be Acquired by a Corporation?
Can nonprofits be acquired by corporations? Is it a good idea for for-profit businesses to acquire nonprofits? Learn everything you need to know.
Venturing into Capital: Understanding Small Business Private Equity
Explore small business private equity and all of its alternatives to reach new heights for capital in your company.
Deals
Oaklyn Consulting Congratulates Finite Reimaging on Acquisition by CAMP Construction Services
Oaklyn Consulting helped AMP Construction Services acquire Finite Reimaging. Learn it all here.
Oaklyn Consulting Congratulates Proof of the Pudding on Acquisition by Bruin Capital
Oaklyn Consulting congratulates Atlanta-based catering, food service and event company Proof of the Pudding on its recent acquisition by Bruin Capital. Oaklyn Consulting assisted Proof of the Pudding in evaluating potential partners and negotiating the transaction....
Oaklyn Consulting Congratulates Brakequip on Acquisition by AGS Automotive Solutions
Oaklyn Consulting congratulates Brakequip, LLC, a Tennessee-based manufacturer of DIY systems for tubes and hoses, on its acquisition by leading aftermarket manufacturer/distributor AGS Automotive Solutions, a portfolio company of 3 Rivers Capital. Oaklyn Consulting...
Features
How to Spot Warning Signs that a Deal Is in Danger
Read the article in The Middle Market.Bringing an M&A deal across the finish line can be a long and perilous road. No matter how certain a transaction might initially seem, there’s always the possibility that one party can abruptly change its plans and drop out —...
What to Do When It’s Hard to Sell Your Business (Niche or Not)
Read the article in The American Genius.There are many hurdles that can arrive when you are trying to sell your business – here are some tips to meet yours and your buyer’s needs. Having a profitable business is no guarantee that you’ll one day be able to easily sell...
3 Signs an M&A Deal Is in Trouble
Read the article in CFO.Spotting signs of trouble early is critical for CFOs to prevent a deal from derailing. Not every CFO will experience M&A firsthand during their career. But those who do typically find that their existing skillset makes them a crucial asset...
Ask Us Anything
Is Now The Right Time To Sell My Business?
Ask Us Anything Dear Oaklyn Consulting, For the last five years, I’ve been making 65% to 75% gross profit. I know in the next few years, gross profit is going to shrink because of new competition coming into the market. What advice do you have for me to consider...
Help Me With a Conflict in My Family Business
Ask Us Anything Dear Oaklyn Consulting, Three members of our family business (a father and two sons) are not getting along. The father isn't retiring and wants to control the business, while the sons would like to sell the business. What advice do you have for the...
Help Me With a Succession Plan
Ask Us Anything Dear Oaklyn Consulting, It’s been a really hard year. I own a business that I’ve been successfully running for the last 15 years. I’ve had some health troubles that have pushed me to a position where my doctors are suggesting that I need to retire...
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