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
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News
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[dmpro_image_hotspot...
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
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...
Optii Solutions Acquired by MCR
CHATTANOOGA, Dec. 8, 2021 – Oaklyn Consulting is pleased to announce that Austin, Texas-based software provider Optii Solutions has been acquired by hotel owner-operator MCR. Oaklyn advised Optii throughout the transaction. Optii’s real-time, cloud-based hotel...
SuperFan, Inc. Acquired by PrestoSports
Oaklyn Consulting is pleased to announce the sale of its client SuperFan Inc. to PrestoSports, a portfolio company of Battery Ventures. Oaklyn advised SuperFan on the merger/acquisition strategy that culminated in this transaction. SuperFan Inc., based in Louisville,...
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 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...