Oaklins DeSilva+Phillips

What Oaklins DeSilva+Phillips does

Oaklins DeSilva+Phillips is a boutique investment banking firm specializing in M&A and corporate finance advisory services for technology, media, and marketing (TMT) companies. Founded in 1996 and headquartered in Brooklyn, New York, the firm operates as an affiliated member of the Oaklins International network, which comprises over 900 investment bankers globally executing 100+ cross-border transactions annually. The firm advises on sell-side and buy-side mandates, mergers, and strategic transactions, with recent visible deals spanning events (CSI DMC/360DG), healthcare communications (AMC Media Group to Formedics), and book publishing (Hay House to Penguin Random House).

The firm operates a relationship-driven enterprise field sales model, targeting corporate clients and private equity sponsors in TMT sub-verticals. Revenue is generated through transaction-based advisory fees, including retainers and success fees, with fee structures negotiated per mandate and not publicly disclosed. Securities transactions are executed through a sister organization, Oaklins DP LLC, a FINRA and SIPC member. The firm distributes its services through direct client engagement, supplemented by thought leadership content via a TMT webinar series, conference participation, and a LinkedIn/YouTube content presence.

The underlying technology is limited to standard investment banking workflow tools; there is no proprietary platform or product offering beyond advisory services. Customer segments are exclusively enterprise, with deal flow concentrated in media (publishing, digital, healthcare communications), technology, and marketing services (events, agencies, production). The firm is privately held under Oaklins International Inc, with no disclosed funding history, consistent with a mature partnership-style boutique operating within a global affiliate network.

Name

Oaklins DeSilva+Phillips

Legal name

Oaklins DeSilva & Phillips LLC

Website

https://dp.oaklins.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Oaklins DeSilva+Phillips is a boutique investment bank specializing in M&A and corporate finance advisory for technology, media, and marketing companies, operating as a member firm within the global Oaklins network.

Ownership category

akta.pro rank

Product category

Investment Banking Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAEAGAA

Sell-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAB

Buy-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHAOAG

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Investment banking services
• M&A advisory
• Corporate finance advisory
• TMT sell-side advisory
• Merger facilitation

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. M&A Advisory Fees: Transaction-based advisory fees from buy-side and sell-side M&A mandates, including success fees tied to deal completion and retainer fees for ongoing advisory relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Oaklins DeSilva+Phillips is a boutique investment bank that advises technology, media, and marketing (TMT) companies on mergers and acquisitions and corporate finance transactions. The firm provides sell-side advisory, buy-side advisory, and merger facilitation services, combining TMT industry expertise with the global reach of the Oaklins network to help clients unlock value through strategic transactions.

Product overview

Oaklins DeSilva+Phillips is an investment banking firm specializing in M&A and corporate finance advisory services for technology, media, and marketing (TMT) companies. The firm operates as a single unified service offering — investment banking and strategic advisory — rather than a product-based platform. Their TMT team in New York provides deal facilitation, strategic positioning, and transaction execution services to help clients unlock value through mergers, acquisitions, and other corporate finance transactions. The firm is part of the Oaklins global network, which executes over 100 cross-border transactions annually across 900+ investment bankers worldwide.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Sell-Side Advisory Advisory services for technology, media, and marketing company owners seeking to sell their business, including strategic positioning, buyer identification, valuation, deal structuring, and transaction execution support. Recent example: Hay House acquisition by Penguin Random House.
• M&A Buy-Side Advisory Advisory services for companies and private equity firms seeking to acquire TMT businesses, including target identification, deal structuring, due diligence, and transaction execution.
• Merger Facilitation Advisory services for companies pursuing mergers or strategic combinations, including facilitating transactions involving private equity partners. Recent example: CSI DMC merger with 360 Destination Group facilitated through H.I.G. Capital strategic investment.
• Corporate Finance Advisory Broader corporate finance advisory services provided to TMT companies, including strategic positioning of businesses for successful financial outcomes and related transactional support beyond pure M&A.

Quantifiable outcome

• Unlocked billions of dollars in value through M&A transactions
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Berkery Noyes: U.S.-based boutique M&A advisor specialized in software, media, marketing services, and healthcare IT transactions; directly comparable in size, vertical focus, and transaction-fee model to ODP's TMT practice.
• Woodside Capital Partners: Technology-focused boutique investment bank providing M&A and capital raising to software, internet, and digital media companies; competes with ODP for mid-market tech and digital media mandates.
• Drake Star Partners: Global boutique investment bank focused exclusively on technology, media, and telecoms M&A advisory; competes head-to-head with Oaklins DeSilva+Phillips for mid-market TMT sell-side and buy-side mandates across the U.S. and Europe.
• Tully & Holland: Boutique investment bank specializing in M&A advisory for marketing, media, and consumer services companies; directly comparable in vertical specialization and deal-size profile to ODP's marketing services segment.
• Hampleton Partners: International M&A advisory boutique advising technology and digital media companies on sell-side, buy-side, and financing transactions; directly comparable in cross-border mid-market TMT focus.
• Progress Partners: Boutique M&A and capital advisory firm serving media, marketing, consumer, and technology companies; comparable to ODP in deal size, vertical specialization, and senior-led execution model.

Others

• Lincoln International: Global mid-market investment bank with an active TMT coverage group executing cross-border M&A; offers a wider service portfolio and global reach than ODP while overlapping on U.S. TMT mid-market deals.

Broad incumbents

• Capstone Partners: Mid-market investment banking firm with a dedicated Technology, Media & Telecom group covering M&A advisory; broader in scope and larger than ODP but competes for many of the same TMT middle-market mandates.
• TD Cowen (formerly Cowen): Diversified investment bank with a longstanding TMT advisory practice; competes with ODP on larger TMT sell-side and capital markets mandates and on relationships with growth-stage technology and media companies.

Regional players

• PJ Solomon / Solomon Partners: U.S.-focused investment bank with a strong TMT advisory franchise; comparable in U.S. mid-market TMT M&A focus and senior-led execution model, though broader in coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCkD5_k6sSzBsU8pepfmN_pw
• LinkedInlinkedin.com/company/oaklins-d-p
• Xx.com/desilvaphillips

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oaklins DeSilva+Phillips