Founded by investment banker Frank Williamson, Oaklyn Consulting helps small- and mid-sized organizations — both commercial and nonprofit — navigate significant transitions that can shape the future of their organizations. Over the past decade, Oaklyn Consulting has served more than 200 clients and advised or impacted more than 4,000 business owners, investors, employees and other stakeholders.
The firm’s success reflects organizations’ ongoing need for independent, strategic advice in making critical capital decisions. Charging time-based fees and never taking commissions, Oaklyn Consulting acts as a consultant rather than a broker, helping clients evaluate options, address complex situations, make informed decisions about their future and negotiate from a position of strength.
“Oaklyn Consulting began as an experiment,” Williamson said. “We believed there was an effective way to serve organizational leaders whose situations didn’t fit the traditional investment banking model. Over the past 10 years, we’ve learned that clients benefit from objective advice, our industry peers value having a trusted resource for challenging situations and there is a meaningful need for a different approach to investment banking. We’re grateful for the trust our clients and referral partners have placed in us over the past decade, and we’re energized to continue growing and serving clients in the years to come.”
In addition to Williamson, Oaklyn Consulting’s team includes veteran M&A advisors Lane Ford and Rob Tyndall, commercial real estate specialist Daniel Levison, investor outreach specialist Chris Turley and investor relations specialist Leah Williams.
Since its founding, Oaklyn Consulting has advised clients across a wide range of industries on mergers and acquisitions, capital raising, succession planning, investor relations and other strategic corporate finance matters. The firm was recognized with a Gold Stevie Award for Most Innovative Company of the Year in 2019.
Prior to Oaklyn, Williamson served as managing partner of FourBridges Capital Advisors and held executive leadership roles at Unum Group during a period when the company grew from $2.5 billion to $10 billion in annual revenue. He also served as interim COO for Vets First Choice, which at the time was the fastest-growing business services company on the Inc. 500 list. He began his career in the investment banking department of Morgan Stanley and is a graduate of Harvard Business School.
About Oaklyn Consulting
Oaklyn Consulting is a consulting firm that helps private businesses, from startup to middle market, and nonprofits with mergers, acquisitions, capital-raising, investor relations, succession and other strategic corporate finance decisions. Oaklyn Consulting does not work as a broker, but as an extension of clients’ boards and management teams, charging time-based fees for investment banking advice.