888-983-1617 [email protected]

Seth Faler, Former Unum Executive, Joins Oaklyn Consulting

Seth Faler served as director of corporate development and capital management for Fortune 500 insurance company.

CHATTANOOGA, Tenn., Sept. 9, 2016Oaklyn Consulting, a business financial strategy firm that launched in August, announced today that Seth Faler has joined the firm as a consultant. Faler comes to Oaklyn Consulting from Unum Group, where he was director of corporate development and capital management.

In his role at Oaklyn Consulting, Faler will help business owners use financial analysis to navigate strategic issues and challenges, such as responding to an offer to buy the company, determining why and how to pursue growth funding or how to transition management within the business.

“Seth and I worked together at Unum, and I was always impressed with his financial acumen. Equally important to our firm is Seth’s ability to forge strong relationships and to coach people through complex transactions,” said Frank Williamson, founder of Oaklyn Consulting.

Faler joins Oaklyn Consulting with more than 20 years of experience in financial management, including capital management, insurance, investments and mergers and acquisitions. Throughout his 10-year tenure at Unum Group, Faler coordinated transactions up to $700 million, worked on more than $2 billion in potential deals and helped lead the securitization of $10 billion of insurance risk.

Faler also served as senior vice president of Swiss Re and as an equity research analyst at Second Curve Capital. Faler received a bachelor’s degree from Harvard College and a master’s degree in finance from The Wharton School of The University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation.

Williamson launched Oaklyn Consulting after serving as managing partner of FourBridges Capital Advisors. Oaklyn Consulting focuses on the financial side of a business, versus the marketing or operational approach of the typical consulting firm, and is currently serving businesses within a range of industries facing strategic financial issues.

3 Signs an M&A Deal Is in Trouble

Read the article in CFO.Spotting signs of trouble early is critical for CFOs to prevent a deal from derailing. Not every CFO will experience M&A firsthand during their career. But those who do typically find that their existing skillset makes them a crucial asset...

4 Tips for Pitching Investors in Today’s Economy

Read the article in CFO.Any company that intends to grow past a certain point eventually reaches the familiar milestone of pitching to private capital sources in hopes of securing additional funding. Those businesses that tend to be most successful are the ones that...

Resolving Conflicts in a Family Business

Read the article in Small Business Current.When family members run a business together, the experience often draws them closer, but there are inherent risks as well. Having years of personal history with one’s co-workers can sometimes lead to non-work disputes...

Oaklyn Consulting Congratulates Proof of the Pudding on Acquisition by Bruin Capital

Oaklyn Consulting congratulates Atlanta-based catering, food service and event company Proof of the Pudding on its recent acquisition by Bruin Capital. Oaklyn Consulting assisted Proof of the Pudding in evaluating potential partners and negotiating the transaction....

Analyzing Broad vs. Narrow M&A Deal Processes

We respect the unique M&A market insights that Sutton Place Strategies, an affiliate of Bain & Company, creates from its business development work with PE firms. SPS Founder and CEO Nadim Malik gave a presentation at ACG Boston's M&A Outlook forum in...

How To Work Through Conflicts In a Family Business

Creating a family business comes with a lot of positives, as well as a lot of challenges. Here’s how to handle those conflicts as they arise. Thanks to The American Genius for having me! Read the article in PDF.Anyone who’s managed a business with other family members...

Takeaways from Axial’s Recent ‘Dead Deals’ Analysis

Those of us who negotiate M&A transactions for, and with, small- to mid-sized businesses know a few hallmarks of the process: For any company, there is a limited universe of buyers. Each buyer's interest is unique, so average valuations are not reliable indicators...

Who We Helped in 2022

At the start of every year, we at Oaklyn Consulting like to look back at the past 12 months to reflect on projects accomplished and lessons learned from our clients. Building on our achievements from 2021, Oaklyn Consulting worked with 34 organizations in 2022 on...

Monty Bruell Interview with Business Radio X

Our Monty Bruell sat down with Business Radio X to discuss succession planning in minority and women-owned businesses. Listen on Spotify or Amazon Music or read the transcript below!INTRO: Broadcasting live from the business RadioX Studios in Atlanta, Georgia, it's...

Succession Planning for Minority and Female Business Owners

For the founders of minority and women-owned business enterprises (MWBEs), succession planning takes on a deeper significance. Our Monty Bruell explains in a guest column for Memphis Business Journal. Read the article in PDF.Any entrepreneur approaching retirement has...