Oaklins

What Oaklins does

Oaklins is a global M&A and financial advisory network operating through independently constituted and regulated member firms under the collective trade name Oaklins. The network is coordinated through Oaklins International Inc., a Delaware corporation operating under a trademark license from Oaklins Swiss Verein, the Swiss association that owns the Oaklins brand. Oaklins delivers M&A sell-side and buy-side advisory, corporate finance, debt advisory, growth equity, and equity capital markets services to mid-market companies, private equity sponsors, large corporations, and entrepreneurs. The firm executes 100+ cross-border transactions annually, with quarterly transaction volumes reported in the dozens to hundreds per sector (e.g., 90 M&A transactions in Q4 2024; 269 Industrial Machinery & Components transactions in Q1 2025; 251 in Q3 2025; 1,200+ cumulative TMT transactions advised).

The network spans 40+ countries and approximately 60 office locations across the Americas, Europe, the Middle East, Africa, and Asia-Pacific, employing 900+ financial advisory professionals organized by sector specialization (TMT, Healthcare, Aerospace & Defense, Industrial Machinery, Automotive, Energy, Consumer, etc.). Oaklins' underlying technology is conventional for an advisory firm — financial modeling, sector databases, and CRM — with no disclosed proprietary technology platform; competitive differentiation rests on sector expertise, local market presence, and cross-border execution. Revenue is generated through professional services fees, primarily transaction-based success fees and advisory retainers, with pricing negotiated individually by mandate.

The go-to-market model is enterprise field sales: partner-led advisory teams originate and execute deals, supported by a member-firm network, a thought-leadership content engine (webinars, quarterly market reports, 'Spot On' publications), referral networks with private equity firms and advisors, and an active LinkedIn and YouTube presence. In February 2026, Oaklins acquired BTD Consulting, a boutique M&A consultancy, with integration planned through mid-2026 to expand inorganic growth services.

Name

Oaklins

Legal name

Oaklins International Inc.

Website

https://oaklins.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Oaklins is a global M&A and financial advisory network of 900+ professionals in 40+ countries, providing sell-side, buy-side, debt advisory, growth equity, and ECM services to mid-market companies, private equity firms, large corporations, and entrepreneurs.

Ownership category

akta.pro rank

Product category

Investment Banking & Financial Advisory

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940), Management of Companies and Enterprises (55111)

SIC

Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Fairness Opinions & Independent Financial Advice (BPAHAOAF)

akta.pro secondary industries

Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), IPO & New Issue Issuer Services (Listing/ISIN setup) (FSACAKAH)

Keywords

• Mergers and acquisitions advisory
• Corporate finance services
• Debt advisory
• Equity capital markets
• Sell-side advisory

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices57 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. M&A Advisory Services: Oaklins generates revenue through providing M&A advisory services including sell-side and buy-side mandates, helping companies navigate mergers, acquisitions, and divestitures. Revenue is generated through transaction-based advisory fees, success fees tied to deal completion, and potentially retainer arrangements for strategic advisory relationships.
2. Corporate Finance Advisory: Revenue from corporate finance mandates including valuations, fairness opinions, and strategic advisory. These services support clients in capital structure decisions and financial strategy implementation.
3. Growth Equity & ECM: Revenue from capital raise mandates including IPOs, follow-on offerings, accelerated bookbuilds (ABB), and growth equity placements. Oaklins acts as lead manager, bookrunner, or financial advisor on equity capital markets transactions.
4. Debt Advisory: Revenue from debt advisory services helping clients secure financing for transactions and corporate purposes, including refinancing and debt restructuring mandates.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Oaklins is a global M&A and financial advisory network that provides sell-side and buy-side M&A advisory, corporate finance, debt advisory, growth equity, and equity capital markets (ECM) services. The firm operates as a collective network of independent member firms delivering transaction advisory through sector-specialist teams across more than 40 countries.

Product overview

Oaklins is a global M&A and financial advisory firm that operates as a collective network of independent member firms. The firm offers a comprehensive suite of financial advisory services organized into distinct service lines: M&A sell-side advisory (helping clients sell companies), M&A buy-side advisory (identifying and acquiring targets), growth equity & ECM (capital raising and equity capital markets), debt advisory, and corporate finance services. These services are delivered through over 900 professionals across approximately 40 countries, with each member firm providing sector-specific expertise while leveraging the global network's reach and resources.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Sell-Side Advisory Advisory services helping business owners sell their companies, including business valuation, marketing preparation, buyer identification, negotiation, and transaction closing.
• M&A Buy-Side Advisory
• Debt Advisory
• Growth Equity & ECM
• Corporate Finance Services

Quantifiable outcome

• 100+ cross-border transactions completed annually
• +3 more outcomes

Named customers24 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor and core.

• BTD ConsultingminorOthers · 6 February 2026Oaklin acquired BTD Consulting, a boutique M&A consultancy, to enhance its inorganic growth services. The integration will take place through mid-2026 and aims to create a new practice focused on executing transactions and long-term value creation.
• Oaklins International Inc.coreOthersOaklins International Inc. is a Delaware company operating under a trademark license from Oaklins Swiss Verein. It is the umbrella organization for independent member firms providing M&A, corporate finance, debt advisory, growth equity and ECM services globally.
• Oaklins Swiss VereincoreOthersOaklins Swiss Verein is the Swiss association that owns the Oaklins trademark and licenses it to Oaklins International Inc. and member firms.
• Perfios Software SolutionsminorStrategic or Co-development PartnerCustomerXPs (Clari5) entered into a strategic partnership with Perfios Software Solutions, an India-based B2B SaaS company serving the financial services sector. Oaklins acted as exclusive financial advisor to CustomerXPs, facilitating the transaction.
• GoodFellowsminorStrategic or Co-development Partner360 Experience Group merged with GoodFellows to create one of the largest live experiences players in Europe. Oaklins' team in the Netherlands supported 360 Experience Group during the initial market exploration phase and helped facilitate the path toward the merger.
• Finpower Project S.r.l.minorStrategic or Co-development PartnerTages Capital SGR acquired a portfolio of two RTB biomethane plants from Finpower Project S.r.l. Oaklins' team in Italy acted as exclusive financial advisor to Tages Capital SGR.
• Orange CyberdefenseminorStrategic or Co-development PartnerOrange Cyberdefense, the cybersecurity subsidiary of Orange, acquired Ensec AG. Oaklins' team in France advised Orange throughout the acquisition process.
• Grupo IGMminorStrategic or Co-development PartnerSelena Group acquired 66% stake in Grupo IGM. Oaklins' team in Portugal acted as exclusive M&A buy-side advisor to Selena Group throughout the acquisition process.

Scale indicators19 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Houlihan Lokey: Global investment bank focused on M&A advisory, capital markets, and financial restructuring. Houlihan Lokey is a direct peer in mid-market M&A advisory with comparable sector coverage and cross-border execution capabilities.
• Lincoln International: Global mid-market investment bank providing M&A advisory, capital markets and restructuring services. Lincoln International is a direct peer with similar mid-market focus, sector specialization and cross-border transaction capabilities.
• DC Advisory: Global investment bank with European roots offering M&A advisory across mid-market transactions. DC Advisory is a close direct peer with comparable international footprint, sector specialization and mid-market client focus.
• Clairfield International: International mid-market M&A advisory firm operating across multiple countries. Clairfield is a very close structural peer to Oaklins — also a federated network of independent member firms serving the mid-market with cross-border capabilities.
• Livingstone Partners: Global mid-market M&A advisory firm with sector-focused teams. Livingstone is a direct peer in mid-market M&A advisory with comparable sector specialization and cross-border execution.

Broad incumbents

• Raymond James: Diversified financial services firm with a global investment banking division focused on mid-market M&A. Raymond James' M&A advisory business is a broader incumbent peer serving similar mid-market clients with an expanded product portfolio.
• Robert W. Baird: Employee-owned financial services firm with a global investment banking practice focused on mid-market M&A. Baird is a broader incumbent peer serving mid-market companies with both advisory and capital markets capabilities.
• Stifel Financial: Diversified financial services firm with a substantial mid-market investment banking practice. Stifel is a broader incumbent peer with overlapping M&A advisory services plus full-service capital markets capabilities.
• Lazard: Global financial advisory and asset management firm with a strong mid-market M&A practice. Lazard is a broader incumbent peer with deeper resources and stronger brand for larger mid-market and large-cap mandates.
• Jefferies: Global investment bank with a strong mid-market M&A practice alongside capital markets and equities capabilities. Jefferies is a broader incumbent peer serving similar mid-market clients with deeper balance sheet and capital markets reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCkD5_k6sSzBsU8pepfmN_pw
• LinkedInlinkedin.com/company/oaklins
• Xx.com/eaton_emea
• Facebookfacebook.com/eatoncorporation

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Oaklins