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
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...
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...
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 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....
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...
Features
Managing The Transfer Of A Family Business
Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full article below.Earlier this year, Gallup shared some thought-provoking statistics about older business...
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 article below.After investing an incredible amount of time, money and...
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.
Ask Us Anything
Putting Together a Seamless Transition Plan
Ask Us Anything Dear Oaklyn Consulting, I started a nonprofit 8 years ago after my son passed so that I could create an impact while honoring him. We’ve been able to grow and help thousands of individuals. I am getting to the point of retirement and want to figure out...
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...

















































