Resources
No articles match.
Axial: 3 Steps to Take Before Launching a Family Office Direct Investment Strategy
If you’ve been asked to design the direct equity investment strategy for a family office, there are some things you should first consider…
Memphis Business Journal: Why Manners – and Southern Etiquette – Can Make a Difference in Business
I enjoyed writing an article for the Memphis Business Journal about the importance of manners in the business world and the effect they can…
Middle Market Growth: Private Capital Stitches Up Physician Practice Space
I was glad to participate in an article in Middle Market Growth’s most recent issue, offering my thoughts on the trend of private equity…
Oaklyn Consulting Honored as Gold Stevie Award Winner in 2019 American Business Awards
Tennessee fee-based investment banking firm is named Most Innovative Company of the Year NASHVILLE, Tennessee, May 2, 2019 – Tennessee…
EDGE: Why Southern Manners Still Matter in the Business World
In the South, we’re taught to mind our manners early on, but etiquette plays a large part in a person’s professional success. In the…
CFO: How to Prepare for “Crossroads” Situations
“Crossroads” situations occur when a company needs to make a decisive step forward — but a number of options look equally appealing. In my…
2018 Middle Market Thought Leader of the Year Finalist
It is an honor to be a finalist for the Alliance of Merger & Acquisition Advisors 2018 Middle Market Thought Leader of the Year Award. I…
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…
Memphis Business Journal: Has Your Business Reached a Pivot Point?
Has your business reached a pivot point? Choosing to pursue a different business model isn’t an easy decision for entrepreneurs. In my…
Small Biz Daily: When the Sale of Your Business Spurs an Identity Crisis
We often think of business ownership as a financial commitment, but it’s a personal one as well. In my latest column for Small Biz Daily, I…
Who We Helped in 2018
During the holiday season, our tradition is to reflect on the year and assess how we fulfilled our purpose as a firm. Maybe you do…
Mergers & Acquisitions: How Mid-Market Companies Can Manage ‘Crossroads’ Situations
In my new column in Mergers & Acquisitions, I explore so-called “crossroads” transactions — complex situations that can turn potentially…