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
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
News
Oaklyn Consulting Adds Two Seasoned Business and Finance Professionals
CHATTANOOGA, Tenn., March 16, 2017 — Oaklyn Consulting, a business financial strategy firm, announced today that Jack Rainer and Chris Wright have joined the firm. In their roles at Oaklyn Consulting, Rainer and Wright will help business owners use financial analysis...
Seth Faler, Former Unum Executive, Joins Oaklyn Consulting
Seth Faler served as director of corporate development and capital management for Fortune 500 insurance company. CHATTANOOGA, Tenn., Sept. 9, 2016—Oaklyn Consulting, a business financial strategy firm that launched in August, announced today that Seth Faler has joined...
Former FourBridges Capital Advisors Managing Partner Launches Oaklyn Consulting – A Business Financial Strategy Firm
New firm helps businesses evaluate their financial position to make decisions about funding growth, managing challenges, selling the company and other strategic matters Unique á la carte CFO services for growing or transitioning companies CHATTANOOGA, Tenn. August 16,...
Insights
How to Navigate Business Debt and Equity Options
When closely held businesses need capital, they generally have two options — getting a bank loan or seeking out private investors. While a loan isn’t going to be a viable solution for every liquidity need a business has, it can be significantly less expensive in the...
Can a Nonprofit be Acquired by a Corporation?
Can nonprofits be acquired by corporations? Is it a good idea for for-profit businesses to acquire nonprofits? Learn everything you need to know.
Venturing into Capital: Understanding Small Business Private Equity
Explore small business private equity and all of its alternatives to reach new heights for capital in your company.
Deals
Oaklyn Consulting Announces Acquisition of TapCloud by WellSky
Oaklyn Consulting is pleased to announce that Chicago-based virtual patient engagement technology company TapCloud has been acquired by Overland Park, Kansas-based global health and community care technology company WellSky. Oaklyn represented TapCloud in the...
PlumSlice Acquired by Digital Wave Technology
Oaklyn Consulting is pleased to announce that Miami, Florida-based software provider PlumSlice has been acquired by Digital Wave Technology in a management-led buyout. Oaklyn assisted PlumSlice’s board of directors throughout the transaction, helping to evaluate...
AAC Utility Partners Acquired by E Source
Oaklyn Consulting is pleased to announce that South Carolina-based utility consulting company AAC Utility Partners has been acquired by E Source, a portfolio company of Align Capital Partners. Oaklyn Consulting acted as financial advisor to the owners of AAC Utility...
Features
The Network Journal: Why Succession Planning Is A Must For Black-Owned Businesses
At a time when Black communities tend to be underserved by the traditional mergers and acquisitions consultant structure, engaging an experienced advisor may be your best bet for a smooth transition. Our Monty Bruell offers his expertise in this interview with The...
CFO: 1st Time M&A: 3 Challenges CFOs Will Face
A CFO can go through an entire career without doing a deal, but when your company puts it on the table, you must be ready. Read my piece for CFO below. Read the article in PDF.CFOs are a source of accuracy within an organization — essential for providing data related...
Chattanooga Times Free Press: Why Some Small Business Owners are Going Back to Work
The freedom to shape one’s own destiny is what attracts many to entrepreneurship. But over time, the stresses of the job can make CEOs want to graduate to a job with fewer responsibilities. Read my article for Chattanooga Times Free Press below. Read the article in...
Ask Us Anything
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...
Help Me With My Seasonal Business
Ask Us Anything Dear Oaklyn Consulting, I operate a seasonal business that relies heavily on tourism and favorable weather conditions. When the weather cooperates, our company is exceptionally profitable. However, the weather hasn't been on our side for the past two...
Help With My Family Business
Ask Us Anything Dear Oaklyn Consulting, I've been running our family's small business and have been for the last 5 years. While we are an established brand who has been successful in business for over 20 years, this year is hard. Sales aren’t growing as projected....
As Featured In
