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
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...
News
Edge Magazine: Fee-Based Investment Firm Named Most Innovative Company
It's an honor to receive the Gold Stevie Award for the Most Innovative Company of the Year for businesses with under 100 employees. We are grateful to be recognized by our hometown newspaper for this accomplishment. Read the article in Edge Magazine. Read the article...
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 investment banking firm Oaklyn Consulting was named the winner of a Gold Stevie Award for Most Innovative Company of the Year in The...
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 founded Oaklyn Consulting in 2016 to address a problem facing small and middle-market private companies and their professional...
Insights
5 Common Pitfalls When Selling Your Business Without a Broker
See how to sell your business without a broker, what are the advantages and disadvantages, and how to make better capital decisions in such cases.
How a Merger Can Strengthen Nonprofits for the Future
The same way merging for-profit businesses can increase reach and profitability, merging nonprofits can safeguard organizations from economic uncertainties.
How Business Sellers Can Navigate the Due Diligence Process
Learn more on how to perform due diligence more efficiently and facilitate business mergers, acquisitions, and more for clients, partners or your own business.
Deals
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...
Oaklyn Consulting Congratulates K-Tec Earthmovers and Ashland Industries on Acquisition of Metalcraft of GA, Inc.
Oaklyn Consulting congratulates K-Tec Earthmovers and Ashland Industries on its acquisition of Metalcraft of GA, Inc. Oaklyn assisted Metalcraft during the negotiation process, resulting in an ongoing role for company founder Dayton Ratzlaff, who will continue to...
Features
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...
Monty Bruell Interview with Business Radio X
Our Monty Bruell sat down with Business Radio X to discuss succession planning in minority and women-owned businesses. Listen on Spotify or Amazon Music or read the transcript below!INTRO: Broadcasting live from the business RadioX Studios in Atlanta, Georgia, it's...
Ask Us Anything
Is Now The Right Time To Sell My Business?
Ask Us Anything Dear Oaklyn Consulting, For the last five years, I’ve been making 65% to 75% gross profit. I know in the next few years, gross profit is going to shrink because of new competition coming into the market. What advice do you have for me to consider...
Help Me With a Conflict in My Family Business
Ask Us Anything Dear Oaklyn Consulting, Three members of our family business (a father and two sons) are not getting along. The father isn't retiring and wants to control the business, while the sons would like to sell the business. What advice do you have for the...
Help Me With a Succession Plan
Ask Us Anything Dear Oaklyn Consulting, It’s been a really hard year. I own a business that I’ve been successfully running for the last 15 years. I’ve had some health troubles that have pushed me to a position where my doctors are suggesting that I need to retire...
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