OakStern provides financial due diligence and transaction support for lower-middle-market deals. Our engagements are led by experienced professionals who stay involved in the analysis, work directly with clients, and adjust the scope and focus as the facts of a transaction become clearer. We bring the experience of larger advisory firms to a model that is more direct, adaptable, and built around the needs of each engagement.
We examine the financial story behind a business, identifying what’s driving earnings, how sustainable performance is, and where adjustments may be needed. Whether preparing for a sale or evaluating an acquisition, we help clients understand the numbers and their implications for the transaction.
We bring financial leadership to the areas of the business where it’s needed most, from strengthening reporting and forecasting to evaluating performance and planning for growth. Our work adapts to the company’s priorities, giving management the insight and support to navigate its next stage.
We help management navigate the financial and operational priorities that follow a transaction, from aligning reporting and processes to establishing visibility into the combined business. We help turn transaction objectives into a practical plan, giving leadership a clearer path to integration and a stronger foundation for realizing the deal’s intended value.
Tell us about your situation.
Request a quoteOakStern is a transaction advisory firm grounded in deep deal experience and a practical understanding of business. Our leadership team brings extensive transaction services expertise, shaped by careers at nationally recognized accounting firms and more than a decade of working together.
We work with business owners, investors, and their advisors to navigate complex capital events and important financial decisions. Our expertise spans quality of earnings, post-merger integration, and fractional CFO services, providing transaction support and ongoing financial leadership tailored to each client’s needs.
Managing Partner
Brock brings together the financial expertise, commercial instincts, and leadership needed to build a successful transaction advisory firm. With a background in public accounting and Quality of Earnings, he understands the financial detail behind a deal and the bigger picture driving the investment decision. At OakStern, Brock leads business development, builds and develops the team, and remains closely involved in engagement execution. He takes an active, hands-on approach to building client relationships, assembling the right talent, and delivering thoughtful, high-quality work throughout the transaction process.
Partner
Sebastian brings hands-on transaction advisory experience and a strong foundation in accounting to OakStern’s client engagements. His background in transaction advisory services helps him evaluate the financial details behind a transaction, identify issues that warrant a closer look, and communicate findings clearly. As a CPA, Sebastian combines technical accounting knowledge with a practical approach to financial diligence, helping clients understand the quality and sustainability of earnings and make informed decisions throughout the deal process.
Partner
Brett combines a strong accounting foundation with practical experience in audit, mergers and acquisitions, and financial due diligence. Since beginning his accounting career in 2014, he has developed a disciplined approach to understanding how a business performs, what drives its earnings, and where the financials may require a closer look. At OakStern, Brett helps clients move beyond reported results to understand the quality, sustainability, and underlying drivers of earnings. He brings technical rigor, thoughtful analysis, and a clear-eyed perspective to the financial questions that matter most in a transaction.
Partner, Business Development
Jeremy brings a relationship-first approach to business development, backed by extensive experience building connections across the financial and professional services landscape. He understands that successful transactions depend on more than financial analysis alone. They also require trusted advisors, clear communication, and the right expertise at the right time. At OakStern, Jeremy develops relationships with business owners, investors, and referral partners, helping identify where the firm can add value and shaping opportunities around each client’s needs. His focus is on building lasting relationships and connecting clients with practical, responsive transaction support.
We expect more of ourselves than simply getting the job done. We look beyond the obvious, challenge what doesn’t add up, and take responsibility for the quality of our analysis.
We are honest about what we find, even when the answers are difficult. We communicate our conclusions clearly, address concerns directly, and stand behind the work we deliver.
We don’t walk into an engagement assuming we know the business. We take the time to understand how it works, listen to those closest to it, and let the facts shape our thinking.
The numbers are only part of the story. We consider the circumstances behind them, how the business operates, and what the findings mean for the decisions ahead.