Built by operators,
not commentators.
OAKFYN was founded by finance operators who have built, scaled, and sold companies. We understand the difference between advisory and execution.
Our work is measured in outcomes: valuation uplift, close days reduced, cash runway extended, and deals closed.
Track Record
Experience Across
Industries
- •SaaS & Technology
- •E-commerce & Marketplaces
- •FinTech
- •Industrial Services
- •Healthcare
Deal Types
- •Sell-side M&A
- •Buy-side M&A
- •Capital raises (Equity/Debt)
- •Carve-outs
- •IPO readiness
Operations
- •Finance transformation
- •Process automation
- •Multi-entity setup
- •Close acceleration
- •FP&A buildout
Our Principles
Execution Over Advisory
We don't deliver slide decks. We deliver outcomes. Our success is measured by your valuation uplift, close days reduced, and deals closed.
Speed & Quality
Finance moves fast. We ship weekly improvements, maintain process discipline, and keep projects on track. No endless scoping.
Operator Mindset
We've been in your seat. We understand the pressure of board meetings, fundraising timelines, and month-end close. We work as your team, not observers.
Data Standard
Clean data is non-negotiable. We standardize processes, automate where possible, and build systems that scale.
