Mergers & Acquisitions
STRATEGIC ADVISORY FOR M&A AND CAPITAL MARKETS TRANSACTIONS
Proven M&A Track Record
The Post Oak Group advises companies and investment funds on complex, high-impact mergers and acquisitions, including full exits, recapitalizations, buyouts, and strategic combinations. Our senior-led team brings extensive transaction experience across industries, supported by a disciplined process that has contributed to more than $34.1 billion in completed M&A transactions.
We understand the strategic, operational, and valuation challenges faced by business owners considering a sale or partnership. Our approach emphasizes rigorous preparation, market intelligence, and targeted outreach to qualified acquirers and investors, enabling clients to navigate competitive processes with clarity and confidence.
$82.2B
300+
12
250+ Years
Mergers & Acquisitions Practice
We offer comprehensive M&A capabilities across industries and deal structures, combining broad market coverage with deep transactional insight.
Strategic Valuation Assessment
The Post Oak Group provides advisory support to clients pursuing a full or partial sale of a business or business unit. These transactions typically involve extensive preparation, including financial analysis, market positioning, and buyer identification.
Sell-side processes require the coordination of diligence, management presentations, regulatory considerations, and contractual negotiations. The objective is to create a structured and informed evaluation of potential counterparties, transaction structures, and timing.
Our role includes advising on valuation methodologies, process sequencing, and strategies that help clients understand the range of possible outcomes and implications for stakeholders.
Buy-side Advisory
The Post Oak Group advises companies and investors seeking acquisitions in support of strategic expansion, capability enhancement, or market consolidation. Buy-side programs benefit from pre-defined criteria and disciplined qualification of targets.
The acquisition process often includes financial and operational evaluation, risk identification, and integration considerations. This requires structured research, outreach, and engagement with market participants.
We support clients in assessing transaction feasibility, understanding competitive dynamics, and evaluating alignment with longer-term objectives.
Cross-Border Transactions
The Post Oak Group provides advisory services for mergers and acquisitions involving counterparties in multiple jurisdictions. These transactions involve regulatory, tax, and structural considerations that differ from domestic transactions.
Cross-border engagements require familiarity with jurisdictional variations in disclosure, shareholder requirements, foreign investment approvals, and currency considerations. Cultural alignment and communication protocols also influence transaction efficiency and outcome.
We advise on market entry considerations, international buyer and investor engagement, and the comparative advantages associated with global participation.
Divestitures & Carve-Outs
The Post Oak Group advises clients on the separation and sale of non-core or under-strategic assets, including stand-alone divestitures and carve-outs embedded within larger operating structures. These transactions require clarity around asset perimeter, financial separation, and transitional arrangements.
Carve-outs often involve the allocation of shared services, personnel, technology, and intellectual property. Transition Service Agreements, governance adjustments, and financial reporting reconfiguration are common components.
We assist in defining separation requirements, evaluating potential structures, and coordinating the process to maintain business continuity while reducing disruption.
Management Buyouts
The Post Oak Group advises management teams that are seeking to acquire control of the businesses they operate. These transactions are shaped by the relationship between existing owners, current management, and potential financing partners.
MBOs typically involve sensitivity to valuation, continuity of leadership, and alignment of incentives. The structure often seeks to balance transition objectives with operational stability.
Our advisory work includes evaluating ownership transitions, financing alternatives, and governance implications for companies becoming management-controlled enterprises.
Leveraged Buyouts
The Post Oak Group advises financial sponsors and acquirers structuring transactions where a portion of the purchase price is financed through debt. LBOs require attention to capital structure, repayment capacity, and projected cash flow durability.
These transactions rely on models that assess leverage tolerance, operating risk, and value creation strategies over a multi-year horizon. Variables such as interest coverage, covenants, and refinancing potential are foundational considerations.
We assist clients in evaluating structural approaches, lender expectations, and the strategic rationale for leverage within acquisition programs.
Take-Private Transactions
The Post Oak Group provides advisory support for transactions in which public companies are acquired and transitioned to private ownership. These processes involve shareholder engagement, board responsibilities, and regulatory requirements specific to public markets.
Take-private transactions often demand confidentiality, coordination with financing institutions, and structured communication under regulatory oversight. The rationale can include cost efficiency, strategic repositioning, or operational flexibility.
We advise on timing, valuation perspectives, and procedural requirements that distinguish public company acquisitions from private market transactions.
Restructuring & Special Situations M&A
The Post Oak Group advises stakeholders involved in restructuring-related or time-sensitive transactions where liquidity constraints or strategic repositioning drive the need for corporate reorganization. These engagements frequently occur under accelerated timelines.
Special situations may involve distressed asset sales, capital structure modifications, or the exploration of alternatives to insolvency processes. Stakeholder priorities are often divergent and require structured communication and process transparency.
Our role includes providing analysis of restructuring pathways, evaluating transaction feasibility, and understanding the implications for creditors, shareholders, and operating continuity.
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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The Post Oak Group Advantage in M&A
Every transaction represents years of work and significant value. We approach each mandate with the same rigor, transparency, and commitment expected from a top-tier advisory firm.
Senior Banker Involvement
Your transaction is managed by experienced professionals who have closed hundreds of deals across market cycles.
Institutional Process
We provide clear expectations, regular updates, and honest counsel throughout the engagement.
Aligned Incentives
Our fee structures align with your objectives. We're compensated for results, not just activity.
Post-Close Support
Our relationship doesn't end at closing. We remain available to support integration, transition, or other post-transaction needs.
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.
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