Frank Williamson launches Oaklyn Consulting, an enterprise financial strategy firm

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Strategy and corporate finance expert Frank Williamson on Monday announced the launch of a business consulting firm that focuses on the financial side of a business, as opposed to the marketing or operational approach of a typical consulting firm.

Oaklyn Consulting helps business owners use financial data to navigate strategic issues and challenges, such as responding to an offer to buy the business or determining why and how to seek growth financing.

“As we chat with business owners and the lawyers, bankers, wealth managers, accountants and investment bankers who support them, we learn that people are grappling with the business and financial strategy issues they are dealing with. don’t have the time, the people or the background to dig, ”said Williamson, who is the managing partner of Oaklyn Consulting and the former managing partner of FourBridges Capital Advisors, a mergers and acquisitions advisor at South East.

“Oaklyn Consulting was created to meet this need. We offer the expertise to anticipate investor questions, reshape financial planning and analysis, and understand industry trends, combined with the understanding and emotional sensitivity required to listen attentively, help companies make sound decisions. they feel comfortable with and communicate effectively with providers of capital, “he added.

The company is headquartered in Chattanooga and will serve businesses in the Southeastern United States in a variety of industries, as well as around the world in the financial services and healthcare industries.

Oaklyn Consulting already serves clients in several industries facing a variety of financial issues, including:

Advising a healthcare company seeking growth financing

Help a physician’s practice respond to a private equity group’s offer to purchase the practice

Provide ‘à la carte’ CFO services to a venture capital funded transport company

Help a family-owned manufacturing business understand its transition management options

Connect a financial consulting firm with strategic partners likely to share its vision of growth

Help an insurance services company assess potential acquisition targets

Advising a fund manager on the strategy of attracting investors to his funds

“Business owners seek our help on a variety of strategic issues, particularly those involving financing growth or managing the estate,” said Williamson. “In these cases, sometimes there is a clear opportunity to seek competitive proposals from banks or investors, but often there is not. Instead, the best solution might be to make operational changes, build a long-term funding relationship, or even “do nothing but with new conviction”.

“We have found that most business owners are focused on sales and marketing, but they are thrown into financial decision making by default of their title, even if that is not the best way to serve them. business, ”said Williamson. “What’s more, most CEOs are so close to their business that it is difficult for them to be fully objective when important strategic issues arise – not to mention that they are living up to their day-to-day priorities and failing to achieve their goals. don’t have the staff or the time to handle things like investor relations or capital raising work. For most businesses, these are not day-to-day needs that require full-time staff. need arises, it is essential to have the right lawyer by your side, ”he added.

With over 20 years of experience in business, finance and investing, Mr. Williamson has completed over $ 7 billion in mergers, acquisitions and financing transactions, ranging from $ 500,000 to $ 1 billion, and has held management positions in business development, strategy, merger integration. , finance, sales, marketing, underwriting and investments.

Prior to becoming a Managing Partner of FourBridges, Mr. Williamson was an executive at Unum Group at a time when the company was growing from $ 2.5 billion to $ 10 billion in annual revenue, including serving as Chief Investment Officer and responsible for capital management. The Harvard Business School graduate also served as Acting COO for Vets First Choice, which at the time was the fastest growing business services company on the Inc. 500 list. Mr. Williamson currently serves on the board of directors of LaunchTN, a public-private partnership focused on supporting the development of high-growth businesses in Tennessee.

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