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
Takeaways from Axial’s Recent ‘Dead Deals’ Analysis
Those of us who negotiate M&A transactions for, and with, small- to mid-sized businesses know a few hallmarks of the process:[dmpro_image_hotspot _builder_version="4.27.4" _module_preset="default" theme_builder_area="post_content" alt="hands ripping apart a note...
Who We Helped in 2022
At the start of every year, we at Oaklyn Consulting like to look back at the past 12 months to reflect on projects accomplished and lessons learned from our clients. Building on our achievements from 2021, Oaklyn Consulting worked with 34 organizations in 2022 on...
Who We Helped in 2021
We learned these 10 lessons from our 30 clients last year and believe they reflect the times: 1. Companies faring well and poorly are evaluating strategic alternatives We worked with 14 clients that came to us with questions about strategic alternatives, because...
Deals
Congratulations to ICON Medical Network
We advised Janet Elkin, a healthcare staffing innovator, on her acquisition of ICON Medical Network, a deal announced on March 16. Our role was to be Elkin’s corporate development staff -- managing due diligence and the deal process, building financial projections,...
South Florida Business Journal: Nashville Company With Miami Office Bought by Global Market Research Firm
The South Florida Business Journal shared about the recent acquisition of Nashville’s 20|20 Research by New Jersey market research company Schlesinger Group. Oaklyn Consulting assisted 20|20 Research throughout the transaction process. Read the article in South...
Nashville Post: Oaklyn Assists in Acquisition of Nashville’s 20|20 Research
We provided investment banking services to Nashville’s 20|20 Research related to their recent acquisition by New Jersey market research company Schlesinger Group. Read the article in the Nashville Post. Read the article in PDF.LOCAL MARKETING FIRM SELLS TO NEW JERSEY...
Features
The Importance of Legacy for MWBEs
Our Monty Bruell shared his thoughts on the importance of a succession plan with Minority Business Entrepreneur Magazine. Read the article below Read the article in PDF.As an entrepreneur, you look after the most minute, granular details of every aspect of your...
CFO: 3 Roles CFOs Must Learn to Be an M&A Player
Understand the areas where CFOs can make a meaningful contribution and where they should step back. I enjoyed sharing my thoughts with CFO. Read the article in PDF.CFOs are the truth-tellers of the executive team. They bring facts and certainty to the company’s...
CFO: 3 M&A Pitfalls CFOs Must Avoid
While the element of risk cannot be completely mitigated, CFOs can sidestep obstacles and keep the M&A process moving toward a positive outcome. Thanks to CFO inviting me to share my thoughts! Read the article in PDF.Deciding to move forward on a company merger is...
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