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
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
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
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
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...














































