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Leading Texas-Based
Middle-Market Investment Bank
Boutique Investment Bank
With Over 250 Years of Industry Expertise
The Post Oak Group is a Houston-based investment bank serving the middle market with a full suite of capital markets and M&A advisory services. Our team of seasoned practitioners delivers institutional-grade guidance to founders, principals, shareholders, and investors with a focus on clarity, precision, and long-term value creation. As a one-stop platform, we support the full lifecycle of a transaction, from early-stage capital raises to strategic sales and liquidity events, and provide integrated capital markets and advisory capabilities under one roof to ensure an efficient process and exceptional outcomes.
$82.2B
300+
12
250+ Years
Our Services
The Post Oak Group offers a comprehensive suite of advisory and research services across mergers and acquisitions, capital markets, wealth advisory, and institutional research. We combine deep industry insight, rigorous analysis, and disciplined execution to support companies, investors, and families navigating complex financial decisions, strategic transactions, and long-term capital planning.
Featured Transactions
Our featured mandates reflect the depth of our advisory platform, combining sector insight, robust analytics, and best-in-class execution to consistently achieve superior results.
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Global Network of
Financial Sponsors
Venture Capital
Venture Capital
VC firms specialize in early-stage, high-growth potential companies with scalable business models. They typically invest $500K-$50M across seed through Series C rounds, seeking companies that can achieve 10x+ returns. VCs provide strategic guidance, board participation, and follow-on funding through multiple growth stages, focusing on market disruption and rapid scaling opportunities.
Private Equity
Private Equity
Private equity firms invest in established, cash-generating businesses with proven operating models. Investments typically range from $10M–$100M+, often through majority or full acquisitions, rather than primary venture rounds. These firms focus on value creation through operational improvements, cost optimization, strategic add-ons, and disciplined capital allocation. Targets usually demonstrate strong unit economics, experienced management teams, and clear opportunities to enhance profitability and scale.
Family Offices
Family Offices
Ultra-high-net-worth family offices increasingly allocate capital to early-stage opportunities, seeking direct access to high-potential startups. They typically invest $250K–$5M per deal, offering patient capital with longer hold periods and strategic networks. Family offices value innovative technologies and business models that align with their investment theses and legacy objectives.
Individual Investors
Individual Investors
High-net-worth individuals and angel investors provide crucial early-stage funding, typically investing $25K–$1M in seed and pre-Series A rounds. These investors often bring industry expertise, advisory support, and valuable relationships. They add mentorship to developing founding teams, innovative solutions to large market problems, and opportunities to add strategic value beyond capital.
Industries We Serve
The Post Oak Group prioritizes mandates in sectors where our team possesses demonstrated operating expertise and long-standing relationships across the buyer and investor landscape.
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Biotech
Aerospace & Defense
Artificial Intelligence
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Chemicals & Materials
Insurance
Funds
Startups
Environmental Services
Media & Entertainment
Hospitality & Leisure
Real Estate Services
Telecommunications
Agriculture & Agribusiness
Financial Services
Transportation & Logistics
Food & Beverage
Consumer Products & Retail
Technology & Software
Business Services
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Healthcare Services
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Industrial Manufacturing
Energy & Oilfield Services
Transportation & Logistics
Construction & Engineering
Careers at The Post Oak Group
At The Post Oak Group, we are committed to building a world-class advisory platform. We look for talented professionals who want direct deal exposure, real client relationships, and accelerated growth in a meritocratic environment.
Explore The Post Oak Group
From initial strategy to successful closing, The Post Oak Group delivers disciplined execution and senior-level guidance across both M&A and capital markets transactions.