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: 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...
News
Leah Williams Joins Oaklyn Consulting as Investor Communications Consultant
Williams will assist clients in crafting compelling presentations to potential capital providers CHATTANOOGA, Tenn., June 2, 2021 — Chattanooga-based mergers, acquisitions and capital-raising consulting firm Oaklyn Consulting announced today that Leah Williams has...
Commercial Property Consultants, Oaklyn Consulting Announce Strategic Partnership
The firms will advise clients collaboratively in situations involving real estate holdings and strategic corporate transactions CHATTANOOGA, Tennessee, and ATLANTA, Georgia, May 26, 2021 — Atlanta real estate consulting firm Commercial Property Consultants and...
Oaklyn Consulting Says Farewell to Chris Wright; Announces Search for New Principal
When I started Oaklyn Consulting in 2016, one of my primary goals was to provide an opportunity for talented people to do engaging work and make a difference to clients and referral partners. I want working at Oaklyn Consulting to be a great experience for current...
Insights
5 Questions You Must Ask Your Investment Banker
Hiring an investment banker isn’t something a person does every day. Learn the questions you should ask and the info you should get now.
What Does an Investment Banker Do and Why Do I Need One?
If you’re considering selling your business, you probably have questions. You may not know what investment bankers do or if you need one. Learn more now.
How We Help Investment Bankers Say Yes More Often
In investment banking, credibility is everything. If you’ve developed a reputation for successfully executing deals, having deep industry knowledge and being a trustworthy partner, your investment banking expertise might be highly sought after. While it’s great to...
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
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...
4 Tips for Pitching Investors in Today’s Economy
Read the article in CFO.Any company that intends to grow past a certain point eventually reaches the familiar milestone of pitching to private capital sources in hopes of securing additional funding. Those businesses that tend to be most successful are the ones that...
Ask Us Anything
Help Me With Options For Obtaining Capital
Ask Us Anything Dear Oaklyn Consulting, I have a business that needs a cash inflow. However, my local bank is not willing to provide more credit. What other options do I have to obtain capital, and what are the pros and cons of each alternative? From Oaklyn...
Help Me With When to Make an Employee an Owner of my Company
Ask Us Anything Dear Oaklyn Consulting, I’ve been in business for 10 years and have an employee who is a valued member of the business and would be hard to replace. How can I incentivize him/her to stay and become part of the equity in the business, while best...
Selling and Retirement
Ask Us Anything Dear Oaklyn Consulting, I’m 61 years old and have been working in/running my business for 40 years. I want to retire and I don’t know if I can find a buyer that will pay enough to allow me to retire comfortably on the proceeds. What options should I...
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