OakStern

Transaction advisory for lower-middle-market deals

Thorough diligence.Stronger transactions.Maximum value.

Quality of EarningsFractional CFOPost-Merger Integration

At OakStern, every engagement is partner-led, so your deal gets senior judgment and direct attention from first call to close.

Discuss your transaction

Our approach

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.

Who we serve

  • Business Owners

    Preparing for a sale with numbers that hold up to buyer scrutiny.

  • CPAs & Accountants

    A trusted transaction partner when your clients face a sale or acquisition.

  • Investment Bankers

    Sell-side diligence that supports your process and keeps deals on schedule.

  • Private Equity & Acquirers

    Buy-side diligence that tests the numbers behind price, structure and terms.

  • Transaction Attorneys

    Working capital, net debt and purchase agreement support for your negotiations.

  • Wealth Advisors

    Guidance for clients navigating liquidity events and business transitions.

Quality of Earnings

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.

  • Adjusted EBITDA, rebuilt from the books and tied to cash
  • Net working capital and a supportable peg
  • Debt and debt-like items
  • A clear written report and databook

View sample reportPDF

Fractional CFO

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.

  • Monthly close and reporting
  • Cash forecasting
  • Budgets and KPIs
  • Board, lender and investor reporting

View sample reportPDF

Post-Merger Integration

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.

  • Closing balance sheet review
  • Working capital true-up
  • Post-close adjustments and disputes
  • Monthly reporting set up for the new owner

View sample reportPDF

Ready to discuss your transaction?

Share a few details about your deal and a partner will follow up to set up a confidential conversation.
Discuss your transaction
All industries

Aerospace and Defense

Our experience

Our team has extensive experience performing diligence on Aerospace and Defense deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: program-driven revenue, government contract terms, backlog quality and supply-chain exposure. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Market trendsAerospace, defense and space M&A deal volumeGlobal, number of transactions

Source: CLA Meridian Capital, Q3 2026 Aerospace, Defense & Space M&A Market Update (PitchBook data as of September 30, 2026). 2026 covers January through September only.

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction
All industries

Automotive

Our experience

Our team has extensive experience performing diligence on Automotive deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: customer and OEM concentration, program launches and wind-downs, pricing and cost recoveries, and working capital tied up in inventory and tooling. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction
All industries

Construction

Our experience

Our team has extensive experience performing diligence on Construction deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: backlog and contract margins, percentage-of-completion revenue, over- and under-billings, retainage and bonding capacity. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Market trendsConstruction services M&A deal volumeNumber of transactions

Source: Capstone Partners, Construction Services M&A Update, January 2026 (Capital IQ, FactSet, PitchBook and Capstone Partners data).

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction
All industries

Consumer Packaged Goods

Our experience

Our team has extensive experience performing diligence on Consumer Packaged Goods deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: trade spend and promotional accruals, retailer and customer concentration, input-cost swings and margins by product line. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction
All industries

Food and Agriculture

Our experience

Our team has extensive experience performing diligence on Food and Agriculture deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: commodity and input-cost exposure, seasonality in revenue and working capital, inventory valuation, and food safety and regulatory compliance. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Market trendsFood sector M&A deal volumeNumber of transactions

Source: Capstone Partners, Food M&A Update, April 2026 (Capital IQ, FactSet, PitchBook and Capstone Partners data). Through March 3, 2026, 40 food transactions were announced or completed, up 66.7% from the same period of 2025.

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction
All industries

Hospitality & Leisure

Our experience

Our team has extensive experience performing diligence on Hospitality & Leisure deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: seasonality and occupancy trends, labor costs, lease and property obligations, and the quality of recurring guest and membership revenue. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction

Our experience

Our team has extensive experience performing diligence on Retail deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: same-store sales trends, inventory and shrink, lease obligations, the mix between stores and e-commerce, and vendor terms. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction
All industries

Technology, Media and Telecommunications

Our experience

Our team has extensive experience performing diligence on Technology, Media and Telecommunications deals ranging in deal size from $1M to $100M.

We know the issues that move value in this sector: recurring revenue quality and churn, revenue recognition on multi-element contracts, capitalized development costs and customer concentration. We focus our work on the questions buyers, sellers and lenders will test, so there are fewer surprises between LOI and close.

Working on a deal in this sector?

Every engagement is partner-led, from first call to close.

Discuss your transaction

Our approach

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.

Insights

Who we are

OakStern 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.

The meaning behind OakStern

OakStern reflects the firm’s roots and growth. “Oak” represents the country in the north where we began, while “Stern” evokes the coast and the vessel’s steady hand at the helm, reflecting our expansion south and the growth of our team and client base.

Together, the name conveys the strength, stability, and steady judgment needed to navigate complex transactions and rough waters.

The Sun Voyager longship sculpture on a snowy Reykjavik waterfront

Our leadership team

Brock Hansen

As Managing Partner, Brock brings together deep transaction experience, commercial instincts, and the leadership needed to build a successful transaction advisory firm.

Brock Hansen

Managing Partner

Sebastian Vader, CPA

Sebastian brings hands-on transaction advisory experience and a strong foundation in accounting to OakStern’s client engagements. As a CPA, he combines technical accounting knowledge with a practical approach to financial diligence.

Sebastian Vader

Partner · CPA

Brett Sproul, CPA

Brett combines a strong accounting foundation with practical experience in audit, mergers and acquisitions, and financial due diligence. He helps clients move beyond reported results to understand the quality, sustainability and underlying drivers of earnings.

Brett Sproul

Partner · CPA

Jeremy A. Broker, CFP®, CM&AA

Jeremy brings a relationship-first approach to business development, backed by extensive experience building connections across the financial and professional services landscape. He develops relationships with business owners, investors and referral partners.

Jeremy A. Broker

Partner · CFP®, CM&AA

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