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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.

What to Do When the Bank Says No: Alternative Capital Options for Your Business

Ask Us Anything Dear Oaklyn Consulting, My business has weathered a tough period and needs an infusion of cash to make it through the next few months. My local banks keep declining my applications. What nontraditional sources of capital do I have left? What are the...

Do I Need an Investment Banker to Sell My Business?

Ask Us Anything Dear Oaklyn Consulting, I’m thinking about selling my business, but I’m not sure where to start or who to talk to. I hear the term “investment banker” a lot, but I’m not sure what firms like Oaklyn Consulting actually do, or whether I even need an...

How to Make Smart Business Decisions in Uncertain Economic Times

Ask Us Anything Dear Oaklyn Consulting, It feels like every headline I read is about economic uncertainty, and for small businesses like mine, it’s tough to know which way things are going. I sometimes feel paralyzed trying to decide whether now’s the time to think...

Oaklyn Consulting Provides Impactful, Limited-Scope Advisory for Essco’s Sale to Transcat

Oaklyn Consulting congratulates its client Essco Calibration Laboratory on the company’s recent acquisition by Transcat, which was announced Aug. 5. Oaklyn provided Essco: Tailored Services. Oaklyn Consulting tailored its advisory services to the specific needs of...

Collective 54: Ending a Business Partnership the Right Way

Originally published by Collective 54, this article by Oaklyn Consulting CEO Frank Williamson explores how to approach the end of a business partnership with clarity, professionalism, and strategic foresight. We’re grateful to Collective 54 for the opportunity to...

What’s the Right Way to Manage Risk in Lower Middle Market Investment Banking?

Learn how to leverage risk management as an investment banking professional and secure better deals for your clients and partners.

Veteran M&A Advisor Rob Tyndall Joins Oaklyn Consulting

Chattanooga-based investment banking and advisory firm Oaklyn Consulting announced today that veteran M&A advisor Rob Tyndall has joined the firm as a consultant. Based in Charlotte, North Carolina, Tyndall will provide mission-critical advisory services to...

What to Do If a Partner Wants to Leave a Business

You might feel cornered but understanding what to do if a partner wants to leave a business starts with approaching the situation strategically.

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...