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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.

Help Me With When to Make an Employee an Owner of my Company

Ask Us Anything Dear Oaklyn Consulting, I’ve been in business for 10 years and have an employee who is a valued member of the business and would be hard to replace. How can I incentivize him/her to stay and become part of the equity in the business, while best...

How Business Sellers Can Navigate the Due Diligence Process

Learn more on how to perform due diligence more efficiently and facilitate business mergers, acquisitions, and more for clients, partners or your own business.

How to Successfully Collaborate With a New Capital Partner

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Selling and Retirement

Ask Us Anything Dear Oaklyn Consulting, I’m 61 years old and have been working in/running my business for 40 years. I want to retire and I don’t know if I can find a buyer that will pay enough to allow me to retire comfortably on the proceeds. What options should I...

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Learn how to implement scenario planningin your business. Bring in multiple perspectives and quantify each to make your organization more robust and efficient.

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Oaklyn Consulting Congratulates Medecipher on Acquisition by SnapCare

Oaklyn Consulting congratulates Denver-based cloud-based software developer Medecipher Inc. on its acquisition by SnapCare, a leading healthcare workforce solutions provider. Oaklyn Consulting assisted Medecipher in negotiating the business terms of the transaction....

Is Now The Right Time To Sell My Business?

Ask Us Anything Dear Oaklyn Consulting, For the last five years, I’ve been making 65% to 75% gross profit. I know in the next few years, gross profit is going to shrink because of new competition coming into the market. What advice do you have for me to consider...

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When closely held businesses need capital, they generally have two options — getting a bank loan or seeking out private investors. While a loan isn’t going to be a viable solution for every liquidity need a business has, it can be significantly less expensive in the...

Help Me With a Conflict in My Family Business

Ask Us Anything Dear Oaklyn Consulting, Three members of our family business (a father and two sons) are not getting along. The father isn't retiring and wants to control the business, while the sons would like to sell the business. What advice do you have for the...