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
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Insights
How to Merge Nonprofits: Acquisition, Stakeholders, Post-merger Integration, and More
Merging nonprofits is not as hard as it sounds. Just make sure goals are aligned, assets are well assessed, and that you have the right advisors by your side.
Consulting vs. Investment Banking: Which Approach Suits Your Business Needs?
Understand the main differences between investment banking and consulting. Get the best services for your business and unlock new opportunities.
How to Assess Non-Profit Financial Performance: A Step-By-Step Guide
Gauge your organization’s financial health effectively. See how to assess non-profit financial performance and unlock more opportunities to accomplish your mission.
Deals
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,...
Innovative Roofing Group Acquired by Soundcore Capital Partners
CHATTANOOGA, Oct. 14, 2021 – Oaklyn Consulting is pleased to announce the partnership between Innovative Roofing Group, an Atlanta-based roofing company, and Soundcore Capital Partners, a lower-middle-market equity firm. Innovative Roofing Group is now a key piece of...
Features
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...
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...
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....













































