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.[dmpro_image_hotspot _builder_version="4.27.4" _module_preset="default" theme_builder_area="post_content" alt="3...
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:[dmpro_image_hotspot _builder_version="4.27.4" _module_preset="default"...
News
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...
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...
Insights
What Role Does an Investment Banker Play in Mergers or Acquisitions?
The exact role of investment banking in M&A can be confusing. Click here to understand where and when to leverage investment banking in M&A.
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.
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
Preparing For An Exit? 20 Common Mistakes Business Owners Should Avoid
Originally published by Forbes, featuring Frank Williamson, among other business experts. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.After investing an incredible amount of time, money and effort into...
Frank Williamson in Forbes: Four Essential Questions for Choosing Your Investment Banker
Discover the 4 key questions to ask before hiring an investment banker. Learn expert insights to guide your business sale.
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...
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...



















































