888-983-1617 [email protected]

Oaklyn Consulting Congratulates Upside Growth Partners on Acquisition of BOLT System

Oaklyn Consulting congratulates Nashville-based Upside Growth Partners on its acquisition of BOLT System, a logistics technology firm also based in Nashville. Oaklyn helped BOLT’s founders evaluate strategic alternatives for succession and initiated the transaction with Upside.

BOLT System is a cloud-based SaaS software company serving the trucking and logistics industry. Its end-to-end transportation management solutions help trucking companies and private fleet operators reduce costs, improve driver satisfaction and maximize efficiency.

Upside Growth Partners is a private investment firm focused on helping entrepreneurs achieve their goals. Approaching each investment with a long-term mindset, Upside provides growth capital and/or founder liquidity to private companies in a broad range of sectors including software, business services and healthcare.

Oaklyn Consulting is a different kind of investment banking firm for small- and medium-sized companies under private ownership. Oaklyn plans and executes its clients’ most complex transactions, including mergers, acquisitions, capital-raising, recapitalizations, and lender and investor relations. Oaklyn supports businesses, investment firms, nonprofits, co-ops and partnerships. By working as consultants, not brokers, Oaklyn helps in situations where traditional investment bankers typically cannot.

5 Tactics to Boost Your Lower Middle Market Investment Banking Deal Origination

If you’re a lower middle market investment banker hoping to boost your investment banking deal origination, here are five suggestions of where to start.

Crucial Items To Be Considered When Selling a Business

Ask Us Anything Dear Oaklyn Consulting, What are some crucial items to be considered when selling a business? And do you help clients purchase as well as sell?   From Oaklyn Consulting A crucial first step toward the successful sale of a business is to do what...

Help Me Find the Right Leader to Continue Our Nonprofit’s Mission

Ask Us Anything Dear Oaklyn Consulting, I need advice. My husband and I started a nonprofit three years ago. We have secured funding and have been able to make an immediate impact in our community. However, we’ve experienced some health challenges and don’t have the...

How to Improve Your Investment Banking Deal Flow

Learn the four major key areas where investment bankers can improve their investment banking deal flow. Start optimizing your business operations today.

Why Hiring an Investment Banker is the Right Move for First-time Founders Trying to Exit

The value of your firm is influenced by the comparables for recently sold firms like yours. In this episode, Frank Williamson, Founder & CEO at Oaklyn Consulting, shares details about comps, valuation, and the benefits of an investment banker. Listen to the full...

The Road to a Successful Exit: Timing, Advisors, and Process

Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and...

What Role Does an Investment Banker Play in Mergers or Acquisitions?

The exact role of investment banking in M&A can be confusing. Click here to understand where and when to leverage investment banking in M&A.

5 Questions You Must Ask Your Investment Banker

Hiring an investment banker isn’t something a person does every day. Learn the questions you should ask and the info you should get now.

What Does an Investment Banker Do and Why Do I Need One?

If you’re considering selling your business, you probably have questions. You may not know what investment bankers do or if you need one. Learn more now.

How We Help Investment Bankers Say Yes More Often

In investment banking, credibility is everything. If you’ve developed a reputation for successfully executing deals, having deep industry knowledge and being a trustworthy partner, your investment banking expertise might be highly sought after. While it’s great to...