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
How to Merge Nonprofits: Acquisition, Stakeholders, Post-merger Integration, and More
Merging nonprofits is not as hard as it sounds. Just make sure goals are aligned, assets are well assessed, and that you have the right advisors by your side.
Consulting vs. Investment Banking: Which Approach Suits Your Business Needs?
Understand the main differences between investment banking and consulting. Get the best services for your business and unlock new opportunities.
How to Assess Non-Profit Financial Performance: A Step-By-Step Guide
Gauge your organization’s financial health effectively. See how to assess non-profit financial performance and unlock more opportunities to accomplish your mission.
Deals
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...
Oaklyn Consulting Congratulates Arryved on Acquisition of Craftpeak
Oaklyn Consulting congratulates Arryved, a leading point-of-service (POS) provider for craft beverage and food establishments, on its acquisition of Craftpeak, a premier provider of advanced websites and ecommerce capabilities for the craft beverage industry. Oaklyn...
Oaklyn Consulting Congratulates Upside Growth Partners on Acquisition of BOLT System
Oaklyn Consulting congratulates Nashville-based Upside Growth Partners on its acquisition of BOLT System, a logistics technology firm also based in Nashville. Oaklyn helped BOLT's founders evaluate strategic alternatives for succession and initiated the transaction...
Features
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...
Resolving Conflicts in a Family Business
Read the article in Small Business Current.When family members run a business together, the experience often draws them closer, but there are inherent risks as well. Having years of personal history with one’s co-workers can sometimes lead to non-work disputes...
How To Work Through Conflicts In a Family Business
Creating a family business comes with a lot of positives, as well as a lot of challenges. Here’s how to handle those conflicts as they arise. Thanks to The American Genius for having me! Read the article in PDF.Anyone who’s managed a business with other family members...
Ask Us Anything
Help Me With Acquiring a Business
Ask Us Anything Dear Oaklyn Consulting, I am a business owner who has a substantial local presence. I’m considering acquiring a competitor that has a larger presence outside my current market. This move would expand our footprint immediately and give us the...
Help Me Develop a Sellable Asset
Ask Us Anything Dear Oaklyn Consulting, I don’t know if it’s the economy or the time of year, but it feels like every time I turn around, there is another M&A firm calling to see if I am in the market to sell my small business. I know that this is something that I...
Help Me With Selling a Business
Ask Us Anything Dear Oaklyn Consulting, I have a friend who is selling their existing business, and they want more than any buyer is willing to pay. Should they take the best terms they can get, regardless of their “valuation,” and ride off into the sunset or wait...
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