Post Oak Group
Post Oak Group is a Houston-based boutique investment bank serving middle-market companies, founders, institutional investors, and high-net-worth families with M&A advisory, capital markets, wealth advisory, and institutional research services across 12 countries.
- Company typePrivate
- Founded2025
- HeadquartersHouston, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Post Oak Group does
Post Oak Group is a Houston-based boutique investment bank serving middle-market companies, founders, institutional investors, and high-net-worth families. The firm operates a fully integrated advisory platform spanning four core service lines: Mergers & Acquisitions Advisory (transaction analysis, valuation, due diligence, and execution for buy-side, sell-side, and cross-border deals), Capital Markets Advisory (private placements, IPOs, debt issuances, and structured securities), Wealth Advisory (liquidity events and long-term capital planning for founders and families), and Institutional Research (market intelligence and sector analysis for institutional and corporate clients). The firm is differentiated by a partner-led delivery model in which senior practitioners remain actively engaged throughout transactions rather than delegating execution after origination, paired with a boutique-scale relationship approach that competes against bulge-bracket banks in the middle market.
The business model is professional services fee-based, with advisory fees negotiated on a per-transaction basis and not publicly disclosed. Securities are offered through a registered broker-dealer (member FINRA/SIPC), and the firm maintains referral-driven go-to-market relying on professional networks, industry recognition, and website-published institutional research rather than broad marketing. Post Oak Group claims approximately 300 professionals globally, operations across 12 countries, over 250 years of combined leadership experience, and a cumulative $82.2B in completed transactions including the Saudi Aramco $29.4B IPO, ConocoPhillips $20B divestiture and spin-off, Vivo Energy $2.3B acquisition, and multiple Navteq, Continental Airlines, Pixar, and 24/7 Real Media mandates. Leadership includes Head of M&A David Chua, Managing Directors Scott Schopen, Karan Ramchandani, and Alex Mathai, alongside industry advisors in healthcare, transportation, and lending. The firm is privately held with no disclosed parent company, external institutional investors, or public ticker.
Post Oak Group firmographics
Firmographics- Name
- Post Oak Group
- Legal name
- Post Oak Group
- Website
- https://www.postoakgroup.co/
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Post Oak Group is a Houston-based boutique investment bank serving middle-market companies, founders, institutional investors, and high-net-worth families with M&A advisory, capital markets, wealth advisory, and institutional research services across 12 countries.
- Ownership category
- akta.pro rank
Post Oak Group industry classification
Industry- Product category
- Investment Banking
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family/Founder Succession Buyout (FSANABAK)
Keywords
Where Post Oak Group is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Post Oak Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- M&A Advisory: Advisory fees for mergers, acquisitions, divestitures, and strategic transactions. The firm advises clients on maximizing value and supporting long-term objectives.
- Capital Markets Advisory: Advisory services for companies accessing capital through private placements, growth financing, and capital structure solutions.
- Wealth Advisory: Advisory services for founders, business owners, and families on strategic liquidity events, capital planning, and long-term wealth structuring.
- Institutional Research: Market intelligence, sector analysis, and capital markets insights provided to institutional investors and corporate clients.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Post Oak Group product offering
Product offeringCore offering
Post Oak Group is a Houston-based boutique investment bank serving the middle market with a full suite of capital markets and M&A advisory services. It advises on mergers, acquisitions, divestitures, capital raises (private placements, IPOs, debt issuance), wealth structuring for founders and families, and institutional research for investors and corporate clients. The firm delivers senior partner-led execution across the full transaction lifecycle, from early-stage capital raises to strategic sales and liquidity events.
Product overview
Post Oak Group operates as a fully integrated investment banking platform offering a comprehensive suite of advisory and research services. The firm's core offerings include Mergers & Acquisitions Advisory (providing transaction analysis, valuation, due diligence, and execution support for buy-side, sell-side, and cross-border transactions), Capital Markets Advisory (facilitating capital access through private placements, IPOs, debt issuances, and structured securities), Wealth Advisory (guiding founders and families through liquidity events and long-term capital planning), and Institutional Research (delivering market intelligence, sector analysis, and capital markets insights to institutional investors and corporate clients). These services work together as a unified advisory platform supporting the full transaction lifecycle from early-stage capital raises to strategic sales and liquidity events.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers & Acquisitions Advisory Advises clients on mergers, acquisitions, divestitures, and strategic transactions designed to maximize value and support long-term objectives. Provides transaction analysis, valuation, due diligence, and execution support for buy-side, sell-side, and cross-border transactions.
- Capital Markets Advisory Helps companies access capital through private placements, growth financing, debt issuance, and capital structure solutions tailored to strategic needs. Includes IPO advisory, secondary offerings, and structured securities.
- Wealth Advisory Advises founders, business owners, and families on strategic liquidity events, capital planning, and long-term wealth structuring.
- Institutional Research Provides institutional investors and corporate clients with in-depth market intelligence, sector analysis, and capital markets insights covering public markets, sector dynamics, and capital markets developments.
Quantifiable outcome
- $82.2B in completed M&A and capital markets transactions
- +2 more outcomes
Companies that use Post Oak Group
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles3 records
Post Oak Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Post Oak Group partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights6 records
Post Oak Group competitors and assessment
Company assessmentDirect peers
- Piper Sandler: Middle-market focused investment bank with strong capital markets and advisory capabilities. Comparable to Post Oak in serving middle-market companies across healthcare, energy, and consumer sectors. Publicly traded with broader institutional research franchise.
- Harris Williams: Boutique M&A advisory firm focused exclusively on middle-market transactions across diversified sectors. Closely comparable to Post Oak's M&A advisory practice in deal size profile and senior-led execution model. Subsidiary of PNC Financial Services.
- Lincoln International: Middle-market focused investment bank providing M&A advisory and capital raising services. Highly comparable to Post Oak in mid-market transaction focus, sector coverage, and senior-led execution model. Similar headcount scale.
- Moelis & Company: Boutique investment bank specializing in M&A advisory and capital markets with strong cross-border execution. Direct comparable to Post Oak in boutique positioning, senior-led model, and middle-market focus. Publicly traded with global footprint.
- Robert W. Baird: Privately held middle-market investment bank with full-service M&A advisory, capital markets, and wealth management. Closely comparable to Post Oak's integrated platform approach and middle-market focus, with similar partner-led culture.
- Houlihan Lokey: Premier middle-market investment bank specializing in M&A advisory, capital markets, and financial restructuring. Closest direct comparable to Post Oak in terms of middle-market focus, sector coverage breadth, and transaction size profile. Significantly larger at ~2,700 professionals globally.
Broad incumbents
- Jefferies: Global investment banking firm with strong middle-market M&A advisory and capital markets capabilities. Directly comparable to Post Oak in serving middle-market companies on M&A and capital raising, though substantially larger and more diversified across asset management, trading, and research.
- Raymond James Financial: Large diversified financial services firm with substantial middle-market investment banking arm. Comparable to Post Oak in middle-market M&A advisory and capital markets focus, though substantially broader with wealth management, asset management, and retail brokerage businesses.
- Stifel Financial: Full-service middle-market investment bank with M&A advisory, capital markets, and institutional brokerage. Comparable to Post Oak's middle-market advisory capabilities though substantially larger with public company structure and broader institutional services.
- Evercore: Independent investment banking advisory firm with strong M&A advisory and capital markets capabilities. Comparable to Post Oak in advisory-focused business model and senior-led execution, though substantially larger and focused on larger transaction sizes.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Post Oak Group social profiles
Digital presencePost Oak Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Post Oak Group leadership team
Management profileNumber of profiles
Profiles7 records
Post Oak Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Post Oak Group M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Post Oak Group
What does Post Oak Group do?
Post Oak Group is a Houston-based boutique investment bank serving the middle market with a full suite of capital markets and M&A advisory services. It advises on mergers, acquisitions, divestitures, capital raises (private placements, IPOs, debt issuance), wealth structuring for founders and families, and institutional research for investors and corporate clients. The firm delivers senior partner-led execution across the full transaction lifecycle, from early-stage capital raises to strategic sales and liquidity events.
Is Post Oak Group a public or private company?
Post Oak Group is a private company. It is classified as management employee owned and is currently operating.
When was Post Oak Group founded?
Post Oak Group was founded in 2025. It employs 101 to 250 people.
Where is Post Oak Group based?
Post Oak Group is headquartered in Houston, United States, in the North America region.
How does Post Oak Group make money?
Four revenue lines are on record. M&A Advisory is the primary driver. The others are capital Markets Advisory, wealth Advisory and institutional Research.
Who are Post Oak Group's main competitors?
Direct peers on record are Piper Sandler, Harris Williams, Lincoln International, Moelis & Company, Robert W. Baird and Houlihan Lokey. Broad incumbents are Jefferies, Raymond James Financial, Stifel Financial and Evercore.
Does Post Oak Group have an API?
No public API is recorded for Post Oak Group.
What industry is Post Oak Group in?
Post Oak Group's product category is Investment Banking. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory, with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6211.