Post Oak Municipal Advisors
- Company typePrivate
- Founded2018
- HeadquartersHouston, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Post Oak Municipal Advisors firmographics
Firmographics- Name
- Post Oak Municipal Advisors
- Legal name
- Post Oak Municipal Advisors LLC
- Website
- https://postoakma.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Post Oak Municipal Advisors industry classification
Industry- Product category
- Municipal Financial Advisory
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Municipal Bonds (FSACABAE)
- akta.pro secondary industry
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
Keywords
Where Post Oak Municipal Advisors is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Post Oak Municipal Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Municipal Advisory Fees: Fees earned for providing municipal financial advisory services including development and implementation of capital financing solutions for state and local governments. Revenue is generated through professional advisory fees on bond issuances and financing transactions.
Go-to-market motion1 record
Distribution channels1 record
Post Oak Municipal Advisors product offering
Product offeringCore offering
Post Oak Municipal Advisors LLC is an independent Registered Municipal Advisor that develops and implements capital financing solutions for state and local government clients, including cities, public school districts, community college districts, water authorities, and special districts throughout Texas. The firm advises on new money and refunding bonds, variable tax rate issues, increment financings, and federal tax credit bonds, and delivers these services through a team approach.
Product overview
Post Oak Municipal Advisors LLC is a single-service municipal financial advisory firm offering capital financing solutions to state and local government clients including cities, public school districts, community college districts, water authorities, special districts, and other municipal entities throughout Texas. The firm provides advisory services for new money and refunding bonds, variable tax rate issues, increment financings, and federal tax credit bonds (qualified school construction bonds, qualified zone academy bonds, and Build America Bonds). The company operates as a unified advisory service without distinct product modules; its core offering is comprehensive municipal advisory representation delivered by a team approach.
Differentiator
Problem solved
Functional benefit
Products and services
- Independent Municipal Advisory Services
Quantifiable outcome
- 258 completed municipal financing transactions
- +2 more outcomes
Companies that use Post Oak Municipal Advisors
Customer profileNamed customers6 records
Segments1 record
Ideal customer profiles1 record
Post Oak Municipal Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Post Oak Municipal Advisors partnerships and signals
Strategic signalScale indicators3 records
Recent moves1 record
Expansion highlights3 records
Post Oak Municipal Advisors competitors and assessment
Company assessmentDirect peers
- Ehlers: Independent financial advisory firm specializing in serving municipal and school district clients in the Midwest. Direct peer to Post Oak given its independent fiduciary model and concentration on public-sector capital financing advisory.
- Speer Financial Inc. Independent registered municipal advisor serving public-sector clients in the Midwest. Direct peer to Post Oak in independent advisor positioning, fiduciary regulatory standing, and bond issuance advisory focus.
- NW Financial Group: Independent registered municipal advisor providing bond issuance, financial planning, and infrastructure advisory to state and local government clients. Direct peer to Post Oak in independent fiduciary advisor positioning.
- Backstrom McCarley Berry & Co. Texas-based CPA and municipal advisory firm serving public-sector issuers across the state. Direct peer to Post Oak given its Texas geographic focus and municipal financial advisory service offering.
- Hilltop Securities Inc. Texas-headquartered independent broker-dealer and registered municipal advisor serving state and local government issuers across the Southwest. Highly comparable to Post Oak given its independent advisor positioning and strong Texas municipal focus; EVP DeLong previously worked at First Southwest which merged into Hilltop Securities.
- PFM Financial Advisors LLC: Largest U.S. independent registered municipal advisor, providing capital financing advisory to state and local governments. Directly comparable to Post Oak in business model (independent fiduciary advisor), service offering (bond issuance advisory), and target customer (municipal issuers).
- Acacia Financial Group Inc. Independent registered municipal advisor providing capital planning, debt issuance, and post-issuance services to government issuers. Direct peer to Post Oak in business model, regulatory status, and service offerings.
Broad incumbents
- Raymond James & Associates: Large diversified broker-dealer with a public finance / municipal advisory practice serving government issuers. Broad incumbent peer — overlaps Post Oak in municipal advisory but is not a specialist independent.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Post Oak Municipal Advisors social profiles
Digital presencePost Oak Municipal Advisors compliance and trust
Trust signalCompliance1 record
Post Oak Municipal Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Post Oak Municipal Advisors leadership team
Management profileNumber of profiles
Profiles7 records
Post Oak Municipal Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Post Oak Municipal Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Post Oak Municipal Advisors
What does Post Oak Municipal Advisors do?
Post Oak Municipal Advisors LLC is an independent Registered Municipal Advisor that develops and implements capital financing solutions for state and local government clients, including cities, public school districts, community college districts, water authorities, and special districts throughout Texas. The firm advises on new money and refunding bonds, variable tax rate issues, increment financings, and federal tax credit bonds, and delivers these services through a team approach.
Is Post Oak Municipal Advisors a public or private company?
Post Oak Municipal Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Post Oak Municipal Advisors founded?
Post Oak Municipal Advisors was founded in 2018. It employs 1 to 10 people.
Where is Post Oak Municipal Advisors based?
Post Oak Municipal Advisors is headquartered in Houston, United States, in the North America region.
How does Post Oak Municipal Advisors make money?
One revenue line is on record: municipal Advisory Fees.
Who are Post Oak Municipal Advisors's main competitors?
Direct peers on record are Ehlers, Speer Financial Inc., NW Financial Group, Backstrom McCarley Berry & Co., Hilltop Securities Inc., PFM Financial Advisors LLC and Acacia Financial Group Inc.. Raymond James & Associates is listed as a broad incumbent.
Does Post Oak Municipal Advisors have an API?
No public API is recorded for Post Oak Municipal Advisors.
What industry is Post Oak Municipal Advisors in?
Post Oak Municipal Advisors's product category is Municipal Financial Advisory. Its primary akta.pro industry code is FSACABAE, Municipal Bonds, with a secondary code of FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked). Its SIC code is 6282.