Oaklyn Crest specializes in the acquisition and acceleration of exemplary founder-owned businesses, like yours.
Professional exit opportunities for retiring sellers seeking the next generation of skilled operators.
Our Process
1 - Discovery
Initial screening of recent financials and general fit with our criteria below. After learning about your goals we prepare and IOI to outline broad terms before moving forward with the opportunity. All confidential information is treated with the upmost discretion.
2 - Offer
We continue with industry diligence and take a harder look at company operations and projections. We perform a site visit and additional management calls. We prepare a detailed LOI outlining all the specifics of a potential deal. All offers are bespoke and pre-screened with capital providers. Unlike many other buyers, we are more diligent in these initial phases to ensure a smooth process later on.
3 - Closing
Once we've agreed on terms we will undertake a formal diligence process to review in detail all relevant matters pertaining to company performance. If everything checks out we will fund and close the deal, successfully de-risking your position as owner and providing liquidity to kickstart your hard-earned retirement.
4 - Transition
We work together to ensure a smooth handoff over the agreed timeframe of company operations to the next generation of skilled operators. We source leading operators from top companies, leverage qualified internal candidates, or jump in ourselves to provide the vision and guidance necessary to steward the enterprise through it’s next chapter.
Team
David is a career strategist with 10+ years of experience helping companies grow. Most recently he helped transform an iconic American manufacturer, but also has diverse experience managing interdisciplinary global teams, launching digital products, and coaching sales teams. He is a former management consultant at BCG.
David started his career managing major commercial projects for New York City. He received his MBA from Columbia Business School.
Testimonials
Anonymous feedback from a career leading diverse teams across high-impact projects
“David was fantastic to work with and has a strong knack for entrepreneurship, strategy and design...he lead by example on numerous occasions.”
“His patience helped me learn and grow”
“I always felt psychologically safe on his team”
“He was excellent at teaching us how to be effective”
“David provides tangible and actionable coaching”
Criteria
Our criteria for assessing potential acquisitions.
Please reach out if your business might be a good fit.
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We are industry agnostic. We look for niche businesses with strong competitive moats.
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Companies and sellers must have a sterling reputation for unwavering integrity among employees, management, customers, suppliers, partners, and other stakeholders.
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Consistently generating $500K - $3M of annual discretionary cash flow.
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A demonstrated history of consistent growth, even if slow and steady.
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Enduring stability is paramount. We look at the following:
10+ years of continuous operations
Stable customer base with long term contracts and low churn
Recurring or repeat sales
Minimal exposure to market cycles
Long-term employees
Management in place
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Strong preference for Mid-Atlantic.
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Asset and stock sales considered. Majority and minority positions considered.
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Generally in the range of 2-4x SDE depending on fit with above criteria.
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Strong preference to also acquire the business occupied real estate.