Oaklyn Consulting has always done work most bankers won't touch. Once the market understood that, the numbers followed: revenue up 73%, gross profit up 93%, and a third quarter that more than doubled the year before.
Overview
Oaklyn Consulting is a boutique investment bank led by Managing Partner Frank Williamson. The firm steps in when a company needs to be fixed, sold, or both, often when the stakes are high and the path is complicated. Its referral partners, from venture investors to lenders, trust Oaklyn Consulting with the deals that need the most care. Rockstarr & Moon partnered with the firm to make sure the rest of the market could see what those partners already knew, and to connect every piece of marketing to revenue.
The Challenge
Expertise Outpaced Their Positioning
Oaklyn Consulting's business runs on referrals. Every won deal in the firm's own benchmarking came through a relationship. That meant growth depended on how clearly referral partners understood when to call Oaklyn Consulting, and on how well the firm stayed in front of them between deals.
The firm's own research made the gap plain. Venture investors respected Frank and the team, but they struggled to describe the ideal Oaklyn Consulting project. One investor put it directly: "I don't think [Oaklyn Consulting] sells the value creation well enough." The firm's real edge, solving a company's problems before selling it, wasn't coming through.
The marketing reflected it. The website and messaging no longer matched the caliber of the work. There was no SEO engine, no content strategy, and no system to nurture the referral partners who fed the pipeline. Oaklyn Consulting's capabilities kept growing. Its visibility didn't.
The Impact
Key Wins at a Glance
From Stalled to Scaling
Frank Williamson on Partnering with Rockstarr & Moon
The Solution
Reposition, Rebuild, Reignite
Oaklyn Consulting brought deep expertise and a network that trusts it. We built the positioning and the marketing operation that put both to work.
Clarified the Positioning
We defined Oaklyn Consulting as a strategic partner that solves before it sells, and gave referral partners language they could repeat. The ideal Oaklyn Consulting client, the right project, and the value the firm creates are now clear on every page and in every email.
Aligned Marketing with How Clients Buy
Oaklyn Consulting's clients rarely find a banker cold. They come through a trusted referral. So we built marketing around the referral partner: who they are, what they need to hear, and how often they need to hear it. We then built conversion paths that mirror how those relationships turn into engagements.
Built the Nurture Engine
We built an email newsletter and a LinkedIn newsletter aimed at referral partners, plus targeted event and group emails. In 2024 the email newsletter held a 28.9% average open rate with a 15% click-through rate. Event and targeted group emails averaged a 44% open rate. Engaged LinkedIn newsletter subscribers grew 34%. Lead magnets gave prospects a reason to raise their hand.
Rebuilt the Website and the Search Strategy
A redesigned site now communicates outcomes, builds trust, and guides visitors to a conversation. Search optimization put Oaklyn Consulting in front of the buyers searching for it: more than 700 keywords ranking, dozens on page one, and web traffic up 121% year over year.
Wired Marketing to Revenue
Every activity now traces to the sales funnel Oaklyn Consulting reviews each quarter, from first introduction through closed engagement. Leadership sees exactly what marketing produces, right alongside revenue, win rate, and acquisition cost.
The Results
Record-Breaking Growth
The investment paid off in the numbers that matter most to a professional services firm.
In 2025, Oaklyn Consulting grew revenue 73% and gross profit 93% over the prior year. The third quarter was the standout: revenue up 114% over the same quarter a year earlier, which put the firm within reach of its aspirational run-rate goal.
The growth goes deeper than one strong year. Since 2022, revenue has more than doubled. New introductions, the top of Oaklyn Consulting's funnel, are up 122%. The firm now wins 78% of the engagements it proposes, up from 58%.
Before and After
From Stalled to Scaling
Before
- Referral partners respected the firm but struggled to describe the ideal Oaklyn Consulting project
- Messaging and a dated website undersold the caliber of the work
- No SEO, content strategy, or partner nurture
- Growth depended on who happened to remember Oaklyn Consulting
After
- Positioning that defines Oaklyn Consulting as a strategic partner that solves before it sells
- A nurture engine that keeps referral partners engaged between deals
- A modern website and search presence, with web traffic up 121%
- Marketing measured against the same funnel Oaklyn Consulting uses to run the business
- Revenue up 73% and gross profit up 93% year over year
Why It Matters
The Bigger Win
Oaklyn Consulting's reputation was always strong. What changed is how consistently that reputation reaches the people who send it business, and how clearly they can explain it to the next founder who needs help.
Today Oaklyn Consulting runs marketing the way it runs its own engagements: with a plan, clear metrics, and a quarterly review of what's working. Growth now comes from a system the firm can see, measure, and build on.
What I like most is the connection of marketing to revenue operations. We've got better metrics than we had before. This is as organized a marketing agency approach as I have ever experienced.
Their data and results-driven approach has helped Oaklyn Consulting drive growth.
What This Means for You
If your firm wins on referrals, your growth is capped by how well those referral partners understand you and how often they think of you. Oaklyn Consulting is proof that when your positioning is sharp and your marketing is wired to revenue, the right deals find you more often.