OAKBROOK ADVISORY
ABOUT US
Oakbrook Advisory is a middle-market focused financial advisory firm, specializing in investment banking, ESOP advisory, and valuation and consulting services for privately held and public companies. With decades of experience, Oakbrook Advisory has helped hundreds of companies in a multitude of industries. By utilizing creative solutions, Oakbrook Advisory ensures that our clients achieve optimal results. Oakbrook Advisory takes a comprehensive approach to advising clients by understanding how buyers evaluate companies, the legal impact of transactions and how taxes might impact decision making. By aligning our interests with our clients pursuing a transaction, Oakbrook Advisory is always advocating for the best outcome.
SERVICES
Oakbrook Advisory provides strategic guidance on mergers, acquisitions, and capital raising to help you achieve your financial goals. No matter what stage you are in, whether you plan on selling in five years, you are looking for capital for growth, or you have an offer from a buyer and need help closing the transaction, Oakbrook Advisory has the experience to execute a successful transaction.
We offer comprehensive ESOP advisory services to assist you in implementing and managing employee stock ownership plans for your organization. Oakbrook Advisory also assists ESOP-owned companies with acquisitions or sales and often advises boards of ESOP-owned companies on short and long-term strategic options.
Get accurate business valuations, solvency opinions, fairness opinions, and expert financial consulting to make informed decisions and enhance the value of your company. Oakbrook Advisory also provides detailed financial planning and analysis, strategic advisory, and other consulting services to help clients navigate challenging markets or take advantage of opportunities to grow.
