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
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.
How to Implement Scenario Planning in Your Business
Learn how to implement scenario planningin your business. Bring in multiple perspectives and quantify each to make your organization more robust and efficient.
How to Increase Business Value Before a Sale
Learn how to increas your business’ value to maximize sale profits and attract better buyers and/or partners.
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
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...
Succession Planning for Minority and Female Business Owners
For the founders of minority and women-owned business enterprises (MWBEs), succession planning takes on a deeper significance. Our Monty Bruell explains in a guest column for Memphis Business Journal. Read the article in PDF.Any entrepreneur approaching retirement has...
Oaklyn’s Leah Williams Featured in Business Insider; She Shares 5 Strategies for Crafting Memorable Pitch Decks
We were proud to see our own Leah Williams recently spotlighted in Business Insider! Leah joined Oaklyn in June 2021 as an investor communications consultant and helps us with the important work of crafting persuasive, compelling pitch decks to help our clients tell...
Ask Us Anything
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...
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...
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