We Help With The Hardest Decisions

As a wealth advisor, lawyer, banker, board member, or mentor to business owners, you know the impact of providing expert guidance and connections to your network. However, when strategic transactions come along, it can be challenging to identify transaction advisors with the appetite to help navigate the most complex situations of small to mid-sized businesses, nonprofits, and professional services firms.

That’s where Oaklyn Consulting comes in. Our team of investment banking experts is different from others. Operating as consultants, we are dedicated to helping your clients achieve long-term success with independent advice. With our guidance, Boards and CEOs can confidently make crucial decisions for the future of their organization.

While our clients often work with us for just a single transaction, we want to be your trusted partner for life. We understand that a referral that goes badly can reflect poorly on you, so we’re committed to being responsive, listening actively, personalizing our approach, and helping whenever we can make a difference.

Why Make an Introduction to Oaklyn Consulting
for Investment Banking Advice?

At Oaklyn Consulting, we recognize the value of building long-term relationships with our referral partners. We take pride in delivering cutting-edge solutions to mutual clients and helping them achieve their corporate financial objectives.

By introducing someone who trusts you to Oaklyn Consulting, you are connecting them with a team of professionals with enormous knowledge, skills, and expertise at navigating the opaque markets for capital and corporate control for small to mid-sized businesses, nonprofits, and professional services firms.

How Oaklyn Consulting Can Help Your Clients

We take a holistic approach to capital advisory services, helping clients make the best decision regardless of deal structure or even whether to close a transaction. We provide expert guidance for every step of a deal, from developing buyer or investor lists to preparing materials that make a case for investment, credit, or acquisition to outreach, due diligence, and negotiating a successful transaction.

We believe that every organizational leader should take advantage of growth opportunities, and our goal is to help our clients achieve their goals while protecting their financial interests.

Oaklyn Consulting has a proven track record of delivering high-quality capital advisory services to our clients. Over the years, our team has helped many small to mid-sized organizations — both for-profit and nonprofit — achieve their objectives.

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“Candidly — I appreciated that you were thoughtful about when and where to engage knowing that we had sensitivities to fees. It often felt like you’d give us tools we could use to work through things on our own and then jump back in as needed to add value where you uniquely could.”

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“I only have my own lens, but it seemed like you were very tactful at making sure both parties felt like you had both of our interests equally in mind. I really appreciated how you were able to keep us moving along by offering an expert perspective at the right moments, but also how you offered your expertise as a possible, clarifying perspective rather than the ultimate word.”

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What is your experience with Oaklyn Consulting?
“Honesty and directness of the conversation. Reasonable pricing at multiple levels. Acumen in the space. Trusted partner.”

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“It was great to be able to provide a resource to [my client] to help her navigate the process.”

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“My network has appreciated your truly objective advice and upfront and clear cost of that advice. You give your time generously and are a competent and trustworthy resource at a time when many business owners are skeptical of advice.”

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What was your experience with Oaklyn Consulting?
“Professionalism, listening skills, open communication, kindness, transparency of the process, partner collaboration, well-thought-out visuals and material, seller confidence, and visual timeline.”

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“You continue to be my go-to for business owners thinking about their business options. I appreciate your approach and everyone I have sent you has said good things.”

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“As I stated many times during our conversations, I so appreciate you and your team for interceding throughout this transaction. It made such an incredible difference!”

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“One of the things I appreciate most is just the fact that you follow up. We think it’s critical that we stay informed once we’ve made an introduction so that when the client or referral circles back, we are not caught off guard and then know that we are communicating.”

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What is your experience with Oaklyn Consulting?
“Ease of access and conversation, great communication & follow up.”

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“I often think of you because of your innovative and client-aligned fee model. When you start with a consultative approach on the front end and are genuinely OK with a “don’t sell” recommendation, your objectivity is intact.”

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“I think Oaklyn Consulting did a very good job at analyzing and modeling our particular situation and helping us come to our own conclusions about the intrinsic value of this deal from our perspective.

The biggest contribution that Oaklyn Consulting made was to model the financial situation and paint the picture for [my company] and I into the future. Helping us to separate emotion from analysis was very instrumental.”

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“Some observations about other boutiques that we’re interviewing: They are much different than you in how much they direct us — for example, you would allow us to talk with potential partners the way we want and focus on how the post-deal partnership would work; these others say that they will script us very specifically and that they will handle most of the buyer conversations.”

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“It was a very helpful professional experience. You are very knowledgeable and explained how you work transparently, even offering that you were probably not a good match. That is rare. Most people try to force-fit their model to every opportunity.”

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“We really appreciated your willingness to adapt to the unique nature of our engagement — i.e., advising both sides — rather than forcing us into a typical approach.”

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“Excellent setup and organization of data as well as business-level guidance for transactions.”