From Stalled Growth to a 2x Run-Rate
How Oaklyn Consulting Turned Strategy into Record Performance
The Challenge
Expertise Outpaced Their Positioning
Oaklyn Consulting, a boutique investment banking firm, had an exceptional track record helping business owners navigate complex transactions. But while their work spoke for itself, their marketing didn’t.
- Their website and brand positioning no longer reflected the caliber of their expertise.
- Messaging confused potential clients about what Oaklyn Consulting did and who they served.
- With no SEO, content strategy, or lead nurturing, inbound traffic and leads were minimal.
- Growth had plateaued, even though the firm’s reputation and capabilities were expanding.
Oaklyn Consulting needed a brand and marketing system that reflected their true value and supported scalable growth.
The Impact
Key Wins — At a Glance
✅ 42% year-over-year revenue growth
✅ 114% year-over-year sales growth in Q3
✅ Nearly reaching the goal of doubling the annual run-rate by year-end
✅ Record revenue months, including another new high in August 2025
From Stalled to Scaling
Frank Williamson on Partnering with Rockstarr & Moon
The Solution
Reposition, Rebuild, and Reignite
Partnering with Rockstarr & Moon, Oaklyn Consulting transformed both how they were perceived and how they generated demand.
The Strategy:
Clarified Positioning
Defined Oaklyn Consulting as a strategic consulting partner, not a transaction-focused broker.
Aligned Marketing & Sales
Developed conversion paths that mirrored how clients buy, turning marketing into a measurable growth engine.
Added Email & Lead Nurturing
Created automated follow-up systems to convert warm interest into qualified opportunities.
Redesigned the Website
Built a high-performing site that clearly communicated outcomes, built trust, and guided visitors to engage.
Implemented SEO & Content Strategy
Optimized site structure, content, and visibility to consistently attract ideal prospects.
The Results
Record-Breaking Growth
- 42% year-over-year growth in revenue
- Nearly 2× annual run-rate by Q3
- 33% net operating income, more than double the previous year’s margin
- Marketing investment held steady but delivered far higher ROI
- A repeatable growth system now drives consistent, predictable revenue
Oaklyn Consulting went from “great at what they do” to known for the value they deliver and built a marketing foundation that scales with them.
In the third quarter, we more than doubled sales from last year and came close to hitting our stretch goal of doubling our annual run-rate. It’s a clear sign that our growth strategy is working.
The Transformation
From Stalled to Scaling
After the transformation, the shift was immediate and measurable.
Now, they have:
- Positioning that clearly defines their role as a strategic consulting partner
- Marketing and sales paths that mirror how real clients buy
- Automated email and nurturing systems that convert warm interest into qualified opportunities
- A modern website that communicates value, builds trust, and guides visitors to take action
- A content and SEO system that attracts ideal prospects consistently
They did not just update their brand.
They built a powerful growth engine that finally matches the caliber of their expertise.
Why It Matters
The Bigger Win
This case study is not just about doubling revenue or doubling profit margin.
It is about alignment between expertise, message, and market presence.
Before this work, Oaklyn Consulting relied heavily on reputation. Their growth was capped by the limitations of outdated positioning and an underdeveloped marketing system. Once they clarified their identity and built the infrastructure to support it, everything accelerated.
They did not just generate more leads. They attracted the right leads.
They did not just improve conversions. They increased trust and credibility.
They did not just grow revenue. They built a system that produces predictable, compounding results.
Oaklyn Consulting now has a brand and structure that lifts the business instead of limiting it.
What This Means for You
If your firm delivers exceptional value but your brand, marketing, or positioning are not communicating that, the Oaklyn Consulting story is your proof. You need clarity, alignment, and a growth system that works even when you are not in the room.
When your message is sharp, your market understands the offer.
When your structure is strong, your pipeline becomes predictable.
When your brand reflects your expertise, scaling becomes inevitable.
You do not need more effort.
You need strategy, alignment, and a system that supports the level of performance you are capable of.
