Contact Broker
99 Detering Street,
Houston, Texas 77007
(View Map)
About the Company
Post Oak Group is a Houston-based middle-market investment bank providing strategic advisory and capital markets services to privately held and sponsor-backed businesses. The firm focuses on delivering institutional-quality execution across mergers and acquisitions, capital raising, and strategic advisory engagements.
With a team of experienced professionals, Post Oak Group combines deep industry expertise with a hands-on, client-centric approach. The firm partners closely with founders, management teams, and financial sponsors to navigate complex transactions and achieve optimal outcomes.
Positioned in one of the country’s most dynamic economic centers, Post Oak Group leverages its regional presence and national reach to serve clients across a broad range of industries, including energy, healthcare, industrials, technology, and business services. The firm is committed to delivering thoughtful advice, rigorous analysis, and disciplined execution throughout every stage of the transaction lifecycle.
Broker Biography
Introduction
Post Oak Group was founded to provide middle-market companies with access to sophisticated investment banking capabilities traditionally reserved for larger enterprises. The firm was built on the belief that founder-led and privately held businesses deserve the same level of strategic insight, execution quality, and market access as large-cap clients.
Headquartered in Houston, Texas, Post Oak Group operates at the intersection of a rapidly evolving economic landscape and a growing demand for independent, high-quality advisory services. Houston’s position as a hub for energy, healthcare, industrials, and emerging technologies provides the firm with unique access to a diverse and dynamic client base.
The firm’s professionals bring extensive experience across mergers and acquisitions, capital markets, and principal investing, enabling Post Oak Group to deliver informed, practical advice grounded in real transaction experience. By maintaining a focused, collaborative culture, the firm ensures that senior bankers remain actively involved in every engagement, providing clients with direct access to decision-makers throughout the process.
Post Oak Group’s approach is defined by rigorous analysis, disciplined execution, and a commitment to achieving superior outcomes for its clients. The firm takes a long-term perspective, prioritizing trusted relationships and repeat partnerships with founders, management teams, and investors.
Through its integrated platform, Post Oak Group supports clients across the full lifecycle of value creation—from early-stage capital formation and strategic planning to growth, acquisition, and ultimate liquidity events. The firm’s ability to combine strategic insight with execution expertise positions it as a trusted advisor in the middle market.
Services Provided
Post Oak Group provides a comprehensive suite of advisory and capital markets services tailored to middle-market companies and investors.
Mergers & Acquisitions Advisory
The firm advises clients on sell-side and buy-side transactions, including company sales, acquisitions, divestitures, and recapitalizations. Post Oak Group manages the full transaction process—from positioning and marketing through negotiation and closing—with a focus on maximizing value and ensuring certainty of execution.
Capital Markets Advisory
Post Oak Group assists clients in raising both debt and equity capital to support growth, acquisitions, and balance sheet optimization. The firm structures and executes a range of financing solutions, including minority equity investments, growth capital, leveraged finance, and structured capital.
Strategic Advisory
The firm provides strategic guidance to companies evaluating growth opportunities, capital structure decisions, and long-term value creation initiatives. This includes financial analysis, valuation, transaction readiness, and strategic positioning.
Across all service lines, Post Oak Group emphasizes senior-level attention, tailored solutions, and alignment with client objectives.
Areas Served
Professional Affiliations
Post Oak Group is an active member of leading industry organizations, including the International Business Brokers Association (IBBA) and the Texas Business Brokers Association, reinforcing the firm’s commitment to professional standards, market connectivity, and best practices in transaction advisory.
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