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...

Client Case Study: Professional Disability Associates sells to The Advocator Group

In the recent sale of Professional Disability Associates to The Advocator Group, a subsidiary of Brown & Brown, we facilitated a mutually beneficial transaction by helping to manage the deal while the owners kept running the company. Deal or no deal, our eyes...

Client Case Study: Distribution Company, M&A Consulting

In the recent sale of a distribution company, we tailored a project that was very different from traditional M&A engagements... and it closed the deal. Issues & concerns 1. Business owner desired investment banking advice and was disappointed that he was not...

How Oaklyn Consulting Worked with Physicians Toward an M&A Solution – Or Not

We pride ourselves on helping clients reach a ‘no-deal’ solution when it’s right for them. That was the result of our recent work with a family medicine practice. Here’s the story in 5 steps: A practice was approached by a ‘roll-up’ practice which had recently...

How Oaklyn Consulting Helped Acquaint Veteran Healthcare Executives With the Investment Community

One of OC's first assignments was referred by an investment bank. A group of veteran healthcare executives wanted to build a services roll-up. Naturally, they needed a platform acquisition on one side of this plan, and a financial sponsor on the other. The issue: they...