Our Transactions

Our Transactions

Exceptional Outcomes Across a Broad Range of Sectors and Advisory Practices

Our firm brings institutional expertise to complex M&A and capital-raising assignments, guiding clients through each stage of their strategic and financial objectives to secure efficient and value-maximizing outcomes. Backed by a track record exceeding $80 billion in completed M&A and capital markets transactions, we serve as a trusted partner through decisive moments of growth and transition.

Saudi Aramco
$
29400000000
Initial Public Offering
Riyadh, Saudi Arabia

Saudi Aramco

$
29400000000
Initial Public Offering

Riyadh, Saudi Arabia

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the Saudi Aramco initial public offering as part of the joint global coordinators’ advisory effort. Valued at approximately $29.4 billion, the IPO represented the largest public offering in global capital markets history at the time. Saudi Aramco is the world’s leading integrated energy company, with operations spanning upstream production, refining, chemicals, and global distribution. The transaction marked a landmark event in global energy markets and sovereign capital formation, expanding public ownership of a strategically critical national energy asset.

Capital Markets
Energy
Vivo Energy
$
2300000000
Acquisition
Houston, Texas

Vivo Energy

$
2300000000
Acquisition

Houston, Texas

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised Vitol on its $2,300,000,000 acquisition of Vivo Energy. Vivo Energy operates a downstream fuels and lubricants distribution platform across multiple African markets. The engagement involved M&A advisory support at the analyst level, contributing to transaction analysis, valuation, and execution. The acquisition expanded Vitol’s downstream footprint and strengthened its presence in high-growth energy markets.

M&A Advisory
Energy
Preem
$
2100000000
Debt Issuance
Houston, Texas

Preem

$
2100000000
Debt Issuance

Houston, Texas

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised Preem on a $2,100,000,000 debt refinancing transaction. Preem is an energy company with refining and downstream operations serving European markets. The engagement involved capital markets advisory support at the associate level, contributing to transaction analysis, structuring, and execution. The refinancing optimized the company’s capital structure and extended debt maturities in support of ongoing operations and strategic initiatives.

Capital Markets
Energy
Continental Airlines
$
2100000000
Debt Issuance
Chicago, Illinois

Continental Airlines

$
2100000000
Debt Issuance

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a transaction in which Continental Airlines effectively guaranteed approximately $1.6 billion in tax-exempt bonds used to finance airport gates, terminals, and related facilities leased to the airline at major hub locations. The bonds supported infrastructure development and long-term facility improvements tied to Continental’s operational footprint. By guaranteeing principal and interest, Continental secured access to critical airport infrastructure under favorable financing terms. The transaction formed part of the airline’s broader capital strategy supporting network expansion and facility modernization.

Capital Markets
Transportation
Mohammad Al-Mojil Group
$
2100000000
Initial Public Offering
Dammam, Saudi Arabia

Mohammad Al-Mojil Group

$
2100000000
Initial Public Offering

Dammam, Saudi Arabia

David Chua, Head of the Mergers & Acquisitions practice at The Post Oak Group, advised Mohammad Al-Mojil Group (MMG) on its $2.1 billion initial public offering. Founded in 1954, MMG became a major contractor in Saudi Arabia’s oil, gas, and petrochemical sectors, providing civil, mechanical, electrical, fabrication, pre-commissioning, and maintenance services for large industrial infrastructure projects. The IPO transitioned the company into a publicly traded joint-stock entity and expanded its shareholder base to both institutional and retail investors. The transaction was part of a strategic effort to capitalize on MMG’s longstanding role in regional energy construction and position the company for continued growth.

Capital Markets
Energy
ConocoPhillips
$
2000000000
Divestiture
Houston, Texas

ConocoPhillips

$
2000000000
Divestiture

Houston, Texas

ConocoPhillips executed multibillion-dollar asset transfers in connection with the spin-off of Phillips 66, a transaction with an estimated total value of approximately $20 billion. The restructuring separated ConocoPhillips’ downstream, midstream, and chemicals operations into an independent, publicly traded entity under the Phillips 66 brand. The divestiture represented one of the largest corporate separations in the energy sector at the time, reshaping the company’s portfolio and establishing distinct strategic paths for the upstream and downstream businesses.

M&A Advisory
Energy
ConocoPhillips
$
2000000000
Divestiture and Spin-Off
Houston, Texas

ConocoPhillips

$
2000000000
Divestiture and Spin-Off

Houston, Texas

ConocoPhillips executed multibillion-dollar asset transfers in connection with the spin-off of Phillips 66, a transaction with an estimated total value of approximately $20 billion. The restructuring separated ConocoPhillips’ downstream, midstream, and chemicals operations into an independent, publicly traded entity under the Phillips 66 brand. The divestiture represented one of the largest corporate separations in the energy sector at the time, reshaping the company’s portfolio and establishing distinct strategic paths for the upstream and downstream businesses.

M&A Advisory
Energy
Continental Airlines
$
1600000000
Debt Purchase
Chicago, Illinois

Continental Airlines

$
1600000000
Debt Purchase

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a transaction in which Continental Airlines effectively guaranteed approximately $1.6 billion in tax-exempt bonds used to finance airport gates, terminals, and related facilities leased to the airline at major hub locations. The bonds supported infrastructure development and long-term facility improvements tied to Continental’s operational footprint. By guaranteeing principal and interest, Continental secured access to critical airport infrastructure under favorable financing terms. The transaction formed part of the airline’s broader capital strategy supporting network expansion and facility modernization.

Capital Markets
Transportation
Navteq
$
1300000000
Secondary Offering
Chicago, Illinois

Navteq

$
1300000000
Secondary Offering

Chicago, Illinois

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Navteq on its $880 million initial public offering. Navteq, now operating as HERE, is a global provider of digital mapping and location-based technology for automotive navigation, mobile applications, logistics platforms, and online mapping services. The company built high-accuracy global map databases by physically surveying road networks and licensing its geospatial data to automakers, GPS device producers, and software developers. The IPO supported the company’s growth during a period of rapid adoption of digital navigation and location intelligence.

Capital Markets
Technology
ACTIVE Network
$
1200000000
Acquisition
Atlanta, Georgia

ACTIVE Network

$
1200000000
Acquisition

Atlanta, Georgia

Derek Harwood, Industry Advisor for Healthcare and Financial Services at The Post Oak Group, advised on due diligence and post-acquisition support for ACTIVE Network as part of a transaction valued at approximately $1.2 billion. ACTIVE Network is a SaaS provider serving activity, event, and registration management for organizations in sports, education, community programs, and hospitality. At the time of the transaction, the company generated roughly $450 million in revenue and approximately $80 million in EBITDA. Harwood’s involvement supported integration planning and financial oversight aligned with acquisition objectives in the technology and software sector.

M&A Advisory
Technology
Fine Art Investment Platform
$
1000000000
Private Placement
New York, New York

Fine Art Investment Platform

$
1000000000
Private Placement

New York, New York

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Co-Founder and Executive of a proprietary, arbitrage-based fine art investment platform targeting approximately US$1 billion in assets under management. The platform focuses on the strategic acquisition of blue-chip works across Old Masters through Modern Masters, with value enhanced during the holding period through curated exhibitions, targeted publications, and other profile-elevating initiatives. Each transaction is structured to reduce investor risk and preserve the potential for superior risk-adjusted returns at exit, supported by a fully insured asset framework. The initiative reflects a financialized approach to art investment, leveraging market inefficiencies and institutional-grade asset management strategies.

Capital Markets
Financial Services
BHP Billiton
$
1000000000
Acquisition
Melbourne, Australia

BHP Billiton

$
1000000000
Acquisition

Melbourne, Australia

BHP Billiton, a global diversified resources company, pursued a proposed transaction valued at more than $1 billion to acquire an interest in the Disputada copper mine in Chile. The initiative reflected strategic interest in expanding its copper portfolio within one of the world’s most significant mining regions. The proposed acquisition aligned with BHP’s broader focus on resource investments supporting long-term global demand for base metals.

M&A Advisory
Metals & Mining
Atlanta Hawks
$
900000000
Acquisition
Atlanta, Georgia

Atlanta Hawks

$
900000000
Acquisition

Atlanta, Georgia

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent to a consortium of private clients, including former NBA players, in connection with a proposed $900,000,000 acquisition of the Atlanta Hawks. The engagement involved transaction structuring, valuation considerations, and coordination among investor participants for the acquisition of the NBA franchise. The mandate supported evaluation of ownership structure and acquisition strategy within the professional sports and media sector.

M&A Advisory
Media & Entertainment
Navteq
$
880000000
Initial Public Offering
Chicago, Illinois

Navteq

$
880000000
Initial Public Offering

Chicago, Illinois

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Navteq on its $880 million initial public offering. Navteq, now operating as HERE, is a global provider of digital mapping and location-based technology for automotive navigation, mobile applications, logistics platforms, and online mapping services. The company built high-accuracy global map databases by physically surveying road networks and licensing its geospatial data to automakers, GPS device producers, and software developers. The IPO supported the company’s growth during a period of rapid adoption of digital navigation and location intelligence.

Capital Markets
Technology
OQ SAOC
$
750000000
Debt Issuance
Muscat, Oman

OQ SAOC

$
750000000
Debt Issuance

Muscat, Oman

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on a $750,000,000 senior unsecured bond offering by OQ SAOC. OQ SAOC is an integrated energy company with operations spanning upstream, midstream, downstream, and chemicals. The engagement involved capital markets advisory support at the analyst level, contributing to transaction analysis, documentation support, and execution. The bond issuance supported the company’s funding strategy and balance-sheet management initiatives.

Capital Markets
Energy
Continental Airlines
$
730000000
Debt Purchase
Chicago, Illinois

Continental Airlines

$
730000000
Debt Purchase

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a $730 million bond-financed transaction supporting Continental Airlines’ Global Gateway Program at Newark International Airport. The bonds funded major infrastructure improvements, including new concourse development in Terminal C and additional airport facility upgrades. The financing structure relied on long-term lease rental payments to service the debt obligations. This transaction enabled significant expansion of Continental’s hub operations at Newark through capital-efficient infrastructure development.

Capital Markets
Transportation
24/7 Real Media
$
716000000
Divestiture
New York, New York

24/7 Real Media

$
716000000
Divestiture

New York, New York

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised 24/7 Real Media on its $716 million divestiture to WPP. 24/7 Real Media was a global digital advertising company providing ad-serving technology, online media representation, and digital marketing services to publishers and advertisers worldwide. The firm operated a large-scale ad network and offered solutions spanning display advertising, search marketing, campaign targeting, and analytics. The transaction transferred 24/7 Real Media’s digital advertising technology and media services to WPP as part of its continued buildout in the global digital marketing sector.

M&A Advisory
Media & Entertainment
Controlled Environment Agriculture Portfolio
$
700000000
Private Placement
Salinas, California

Controlled Environment Agriculture Portfolio

$
700000000
Private Placement

Salinas, California

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent for a US$700 million private placement supporting the development of a nationwide portfolio of next-generation hydroponic greenhouse facilities. The strategy encompasses purpose-built greenfield sites co-located with major retailer distribution centers, combined with targeted bolt-on acquisitions of undervalued legacy assets to accelerate capacity and market presence. All production is pre-sold under long-term offtake agreements with blue-chip national retailers, providing revenue predictability and reduced commercialization risk. The initiative addresses rising demand for year-round organic produce while optimizing supply chain efficiency and reducing transportation and spoilage costs.

Capital Markets
Agriculture
AdvancedMD
$
700000000
Acquisition
Atlanta, Georgia

AdvancedMD

$
700000000
Acquisition

Atlanta, Georgia

Derek Harwood, Industry Advisor for Healthcare & Financial Services at The Post Oak Group, advised on due diligence and post-acquisition support for AdvancedMD in connection with a transaction valued at approximately $700 million. AdvancedMD is a healthcare-focused SaaS platform providing electronic health records, practice management, telemedicine, and patient engagement solutions for medical practices. At the time of diligence, the company generated an estimated $140 million in revenue and $35 million in EBITDA. Harwood’s work contributed to integration planning and financial evaluation associated with the acquisition.

M&A Advisory
Healthcare
Wholesale Energy Platform Development
$
500000000
Private Placement
Houston, Texas

Wholesale Energy Platform Development

$
500000000
Private Placement

Houston, Texas

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent to a multinational Latin American building materials company in the conceptualization, structuring, capitalization, and rollout of a wholesale energy platform, with total capitalization of $500,000,000. The platform was designed to support the sale of wholesale power, steam, capacity, Clean Energy Certificates (CELs), and ancillary services to a select customer base. The engagement encompassed strategic structuring and capital planning to enable scalable energy commercialization across multiple industrial sites.

Capital Markets
Energy
TRT Holdings
$
500000000
Acquisition
Dallas, Texas

TRT Holdings

$
500000000
Acquisition

Dallas, Texas

TRT Holdings, the investment company of the Rowling family, completed a $500 million acquisition of Omni Hotels & Resorts, a global hospitality chain. The transaction expanded TRT Holdings’ presence in the hospitality sector through ownership of a well-recognized hotel and resort brand serving business and leisure travelers. The acquisition represented a major investment in upscale lodging and destination properties across the United States and internationally.

M&A Advisory
Hospitality
Paladin Realty Partners
$
500000000
Acquisition
Los Angeles, California

Paladin Realty Partners

$
500000000
Acquisition

Los Angeles, California

Paladin Realty Partners, a U.S. private equity firm, undertook a series of real estate joint venture investments across Latin America—including Colombia, Peru, and Uruguay—with an aggregate investment target of approximately $500 million. The initiative focused on development and acquisition opportunities within residential, commercial, and mixed-use projects across key regional markets. The investment program reflected efforts to expand the firm’s geographic reach and portfolio within the Latin American real estate sector.

M&A Advisory
Financial Services
UPS
$
450000000
Acquisition
Atlanta, Georgia

UPS

$
450000000
Acquisition

Atlanta, Georgia

UPS, a global transportation and logistics company, completed a $450 million acquisition of a customs brokerage and logistics provider with operations spanning more than 120 countries. The transaction strengthened UPS’s international logistics and trade facilitation capabilities across global supply chain routes. The acquisition aligned with growth initiatives in customs processing, cross-border freight movement, and end-to-end logistics services for multinational customers.

M&A Advisory
Transportation
P&O Ferries
$
430500000
Acquisition
Jacksonville, Florida

P&O Ferries

$
430500000
Acquisition

Jacksonville, Florida

David Chua, Head of the Mergers & Acquisitions practice at The Post Oak Group, advised as syndicated bond underwriter in connection with the acquisition of P&O Ferries, a leading European ferry and logistics operator. The transaction supported a £322 million takeover with DP World participating as a strategic investor. The financing structure facilitated the change in ownership while providing capital markets access through a syndicated bond issuance. The acquisition represented a significant investment in maritime transportation and port-centric logistics infrastructure.

M&A Advisory
Transportation
Encompass Health
$
400000000
Acquisition
Birmingham, Alabama

Encompass Health

$
400000000
Acquisition

Birmingham, Alabama

Derek Harwood, Industry Advisor for Healthcare and Financial Services at The Post Oak Group, advised on buy-side financial diligence for EHHI Holdings, Inc. (Encompass Health) in support of a transaction valued at approximately $400 million. Encompass Health is a healthcare services platform with an estimated $300 million in net revenue and approximately $50 million in EBITDA at the time of review. The diligence process evaluated financial performance, quality of earnings, and key operational metrics to support acquisition decision-making. The transaction aligned with strategic investment efforts within the healthcare services sector.

M&A Advisory
Healthcare
Satélites Mexicanos
$
374000000
Divestiture
Mexico City, Mexico

Satélites Mexicanos

$
374000000
Divestiture

Mexico City, Mexico

The Mexican government pursued a proposed divestiture of its ownership interest in Satélites Mexicanos, S.A. de C.V. (Satmex), Mexico’s leading satellite operator providing video, audio, and data services across the Americas, in a transaction valued at up to approximately $374 million. Satmex operated communications satellites delivering coverage throughout North and South America, serving broadcast, telecommunications, and data transport customers. The proposed divestiture would have transferred ownership to EchoStar Satellite Services, LLC as part of a planned change in control of the national satellite platform.

M&A Advisory
Telecommunications
Continental Airlines
$
370000000
Divestiture
Chicago, Illinois

Continental Airlines

$
370000000
Divestiture

Chicago, Illinois

Northwest Airlines acquired approximately 8.7 million Continental Airlines shares for $370 million in cash, along with 2.6 million Northwest shares, resulting in Northwest holding roughly 14% of Continental’s equity. The acquisition represented a significant cross-holding between two major U.S. carriers during a period of industry consolidation and strategic realignment.

M&A Advisory
Transportation
Continental Airlines
$
324000000
Debt Purchase
Chicago, Illinois

Continental Airlines

$
324000000
Debt Purchase

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a $324 million tax-exempt bond financing associated with the development of Terminal E at George Bush Intercontinental Airport in Houston. The City of Houston issued the bonds to fund construction, while Continental entered into long-term lease agreements under which rental payments were structured to service the debt. The arrangement included contingent corporate guarantees covering principal and interest under certain circumstances. The transaction supported expansion of Continental’s Houston hub through dedicated infrastructure investment.

Capital Markets
Transportation
U.S. Real Estate Development Platform
$
300000000
Private Placement
Washington, DC

U.S. Real Estate Development Platform

$
300000000
Private Placement

Washington, DC

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent to a group of real estate developers in the Southeastern United States across multiple large-scale development projects totaling more than $300,000,000. The portfolio spanned a broad range of asset classes, including luxury high-rise condominiums, luxury townhomes, upscale multifamily, student housing, medical office and retail complexes, golf courses, and branded hotel properties. The engagement included strategic structuring and capital advisory support across diverse project types and development phases.

Capital Markets
Real Estate
ATI Physical Therapy
$
300000000
Divestiture
Chicago, Illinois

ATI Physical Therapy

$
300000000
Divestiture

Chicago, Illinois

Derek Harwood, Industry Advisor for Healthcare and Financial Services at The Post Oak Group, advised on sell-side financial diligence for ATI Physical Therapy in preparation for a strategic transaction in the upper-middle-market range. ATI is a national outpatient physical therapy provider with approximately $350 million in net revenue and $50 million in EBITDA at the time of diligence support. The work included financial readiness, documentation, and transaction preparation to facilitate engagement with prospective buyers. The divestiture process focused on positioning the company for an efficient transaction within the healthcare services market.

M&A Advisory
Healthcare
Continental Airlines
$
280000000
Debt Issuance
Chicago, Illinois

Continental Airlines

$
280000000
Debt Issuance

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led the issuance of approximately $280 million of 9½% senior notes for Continental Airlines in the mid-1996 period. The notes formed a core component of the company’s debt structure during its turnaround and subsequent operational recovery. Later regulatory filings reference liability management exercises, including repurchases of outstanding notes in 2000, reflecting ongoing balance-sheet optimization. The debt issuance supported liquidity and capital requirements during a period of restructuring and performance improvement in the airline’s operations.

Capital Markets
Transportation
MEX I Capital Berhad
$
273500000
Debt Issuance
Kuala Lumpur, Malaysia

MEX I Capital Berhad

$
273500000
Debt Issuance

Kuala Lumpur, Malaysia

David Chua, Head of the Mergers & Acquisitions practice at The Post Oak Group, advised MEX I Capital Berhad on its $273.5 million equivalent Islamic medium-term note issuance executed as part of a comprehensive debt restructuring. MEX I Capital is a Malaysian investment-holding company whose primary asset is the concession for the 26-kilometer Maju Expressway, connecting Kuala Lumpur with Putrajaya, Cyberjaya, and the Kuala Lumpur International Airport. The refinancing replaced an earlier sukuk program and realigned repayment obligations with current and forecasted toll revenue performance. The restructuring also implemented enhanced governance and creditor provisions, forming the basis for an updated capital structure intended to support the organization’s long-term financial stability.

Capital Markets
Financial Services
Continental Airlines
$
250000000
Private Placement
Chicago, Illinois

Continental Airlines

$
250000000
Private Placement

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a $250 million private placement involving the issuance of 5,000,000 6% Convertible Preferred Securities (“TIDES”) through Continental Airlines Finance Trust II. The securities were backed by Continental-issued convertible debentures and structured to provide preferred distributions with conversion features tied to Class B common stock. The transaction formed part of Continental’s ongoing private capital strategy during its restructuring and growth period. The placement contributed to the company’s broader financing initiatives supporting operational stability and long-term capital planning.

Capital Markets
Transportation
Continental Airlines
$
242000000
Private Placement
Chicago, Illinois

Continental Airlines

$
242000000
Private Placement

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led the $242 million private placement of 8.5% Convertible Trust Originated Preferred Securities (“TOPrS”) issued through Continental Airlines Finance Trust. The offering consisted of 4,997,000 preferred securities with a $50 liquidation value each, netting approximately $242 million in proceeds after expenses. The securities were supported by underlying 8.5% convertible subordinated debentures maturing in 2020 and convertible into Class B common stock. The transaction formed part of Continental’s capital strategy during a period of financial restructuring and market repositioning.

Capital Markets
Transportation
Continental Airlines
$
242000000
Recapitalization
Chicago, Illinois

Continental Airlines

$
242000000
Recapitalization

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a recapitalization for Continental Airlines involving the redemption and conversion of trust-originated preferred securities (“TOPrS”) originally associated with a prior financing. In two steps executed in November and December 1998, 2,688,173 TOPrS were converted into 5,558,649 Class B shares, followed by the conversion of 2,298,327 additional TOPrS into 4,752,522 shares in January 1999. The transactions fully eliminated the trust-preferred securities from the company’s balance sheet. This recapitalization formed part of Continental’s broader financial restructuring and balance-sheet optimization efforts during its turnaround period.

Capital Markets
Transportation
Limelight Networks
$
240000000
Initial Public Offering
Tempe, Arizona

Limelight Networks

$
240000000
Initial Public Offering

Tempe, Arizona

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Limelight Networks on its $240 million initial public offering. Limelight Networks was a provider of high-performance content delivery network (CDN) services enabling global delivery of video, software, gaming, APIs, and other rich media content. The company operated a private, globally distributed network supported by edge computing, cloud storage, and security capabilities. The IPO supported Limelight during the expansion of CDN and edge-delivery infrastructure as demand for online streaming and digital content accelerated.

Capital Markets
Technology
Continental Airlines
$
200650000
Debt Issuance
Chicago, Illinois

Continental Airlines

$
200650000
Debt Issuance

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led the issuance of $200.65 million principal amount of 6.75% Convertible Subordinated Notes for Continental Airlines. The notes included conversion features tied to the company’s common stock, which were later exercised to a significant extent, contributing to balance-sheet deleveraging. The offering formed part of Continental’s broader liability management and capital markets activity during its operational recovery. The transaction supported the airline’s capital needs while providing investors with equity-linked upside through convertibility.

Capital Markets
Transportation
Hilton Hotels
$
200000000
Acquisition
McLean, Virginia

Hilton Hotels

$
200000000
Acquisition

McLean, Virginia

David Chua, Head of the Mergers & Acquisitions practice at The Post Oak Group, advised on the structuring of a $200,000,000 syndicated financing in support of the leveraged buyout acquisition of Hilton Hotels alongside Blackstone. The financing was arranged to support the acquisition capital structure and allocate exposure across a syndicate of institutional lenders. The transaction represented a significant private equity investment in the global hospitality sector and supported Hilton’s ownership transition under a sponsor-led buyout framework.

M&A Advisory
Hospitality
MSP Consulting
$
200000000
Acquisition
Dallas, Texas

MSP Consulting

$
200000000
Acquisition

Dallas, Texas

Derek Harwood, Industry Advisor for Healthcare and Financial Services at The Post Oak Group, advised on due diligence and post-acquisition support for MSP Consulting as part of a transaction valued at approximately $200 million. MSP Consulting provides payment processing solutions and advisory services, supporting merchants with transaction optimization and financial technology integrations. At the time of the transaction, the company generated roughly $75 million in revenue and approximately $25 million in EBITDA. Harwood’s involvement supported financial evaluation and integration planning within the payments and professional services sector.

M&A Advisory
Professional Services
Paladin Realty Partners
$
200000000
Restructuring
Los Angeles, California

Paladin Realty Partners

$
200000000
Restructuring

Los Angeles, California

Paladin Realty Partners completed a corporate and tax restructuring involving its U.S. subsidiary as part of a broader reorganization of its Brazilian real estate conglomerate. The exercise involved assets valued at approximately $200 million and aligned the structure for operational, tax, and cross-border investment considerations. The restructuring supported the platform’s ability to manage investments across Latin American markets through an optimized corporate framework.

M&A Advisory
Financial Services
The Coca-Cola Company
$
200000000
Acquisition
Atlanta, Georgia

The Coca-Cola Company

$
200000000
Acquisition

Atlanta, Georgia

The Coca-Cola Company completed an acquisition valued at approximately $200 million for a minority interest in Inca Kola, one of Peru’s most recognized and culturally significant soft-drink brands. The transaction expanded Coca-Cola’s presence in the Peruvian market and brought the iconic local beverage into the company’s global brand portfolio. The deal aligned with growth efforts in Latin America through investment in regionally dominant consumer beverage brands.

M&A Advisory
Food & Beverage
Princess Yachts
$
200000000
Divestiture
Plymouth, United Kingdom

Princess Yachts

$
200000000
Divestiture

Plymouth, United Kingdom

David Chua, Head of the Mergers & Acquisitions practice at The Post Oak Group, advised Princess Yachts on its $200 million divestiture in connection with a change in ownership and capital structure. Princess Yachts is a British luxury motor-yacht manufacturer established in 1965, known for its vertically integrated design, engineering, and boatbuilding operations across multiple shipyard sites in Plymouth. The company produces a range of yachts from sport models to superyachts and has developed a longstanding reputation for craftsmanship and high-quality marine manufacturing. The divestiture supported the company’s transition to new ownership and aligned with strategic efforts to restructure operations and advance product development.

M&A Advisory
Manufacturing
Crossroads Impact Corporation
$
180000000
Private Placement
Dallas, Texas

Crossroads Impact Corporation

$
180000000
Private Placement

Dallas, Texas

Eric Donnelly, Lending and Credit Industry Advisor to The Post Oak Group, led the $180 million private placement for Crossroads Impact Corporation, funded by P10 (through Enhanced Capital Group) and Conversant Capital at a placement price of $10.76 per share. Crossroads operates as an impact-focused financial platform investing in climate finance, affordable and workforce housing, and lending initiatives supporting underserved communities. The capital raise aligned with efforts to expand programs in environmental impact, real estate development, and small-business financing. The transaction provided significant growth capital to scale mission-driven investment strategies and lending capacity.

Capital Markets
Financial Services
Continental Airlines
$
176400000
Debt Issuance
Chicago, Illinois

Continental Airlines

$
176400000
Debt Issuance

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a $176.4 million enhanced equipment trust certificate (EETC) financing for Continental Airlines. The issuance was part of a series of aircraft-backed financings executed between 1997 and 2004 to fund additional Boeing aircraft deliveries. EETC structures enabled Continental to raise secured capital backed by specific aircraft assets while accessing investment-grade investor markets. The transaction contributed to the company’s broader fleet acquisition and financing strategy during its operational turnaround and expansion.

Capital Markets
Transportation
BHP Billiton
$
170000000
Acquisition
Melbourne, Australia

BHP Billiton

$
170000000
Acquisition

Melbourne, Australia

BHP Billiton pursued a proposed $170 million acquisition of coal mining assets located in Colombia. The transaction aligned with the company’s strategy to expand its presence in coal production across key global resource markets. The proposed acquisition reflected interest in building operational access to energy-related commodities within South America.

M&A Advisory
Metals & Mining
Caribbean Mixed-Use Resort Development
$
160000000
Private Placement
Miami, Florida

Caribbean Mixed-Use Resort Development

$
160000000
Private Placement

Miami, Florida

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent to a private developer in connection with a $160,000,000 multi-phase branded luxury resort development in The Bahamas. The engagement involved comprehensive refinement of the project’s master plan, including repositioning of key components and enhancement of the overall market strategy. These efforts improved project feasibility and investment appeal, directly supporting capital-raising initiatives. The mandate enabled advancement of an initial development phase, with a long-term vision to transform the 2,000-acre site into a luxury experiential destination featuring golf, boating, hospitality, and residential offerings.

Capital Markets
Hospitality
Sainsbury’s
$
150000000
Acquisition
Chicago, Illinois

Sainsbury’s

$
150000000
Acquisition

Chicago, Illinois

David Chua, Head of the Mergers & Acquisitions practice at The Post Oak Group, advised on the structuring of a $150,000,000 syndicated loan package in support of the joint acquisition of Sainsbury’s, the United Kingdom’s largest supermarket chain, alongside the Qatar Investment Authority (QIA). The financing structure was designed to support the consortium’s acquisition objectives while allocating risk across a diversified lender group. The transaction represented a significant cross-border investment into the UK retail sector involving a sovereign wealth partner.

M&A Advisory
Retail
Crossroads Impact Corporation
$
150000000
Debt Issuance
Dallas, Texas

Crossroads Impact Corporation

$
150000000
Debt Issuance

Dallas, Texas

Eric Donnelly, Lending and Credit Industry Advisor to The Post Oak Group, led the $150 million debt facility secured to support capital deployment across climate finance initiatives, impact-oriented real estate, and small business lending programs. Crossroads Impact Corporation operates as a financial services and investment platform focused on expanding access to capital and advancing economic mobility in underserved markets. The facility complemented a broader capital strategy that included significant equity financing to scale mission-driven programs. The debt capital provided additional lending capacity for projects aligned with environmental impact, community development, and inclusive financial access.

Capital Markets
Financial Services
Pixar
$
140000000
Initial Public Offering
San Fransisco, California

Pixar

$
140000000
Initial Public Offering

San Fransisco, California

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Pixar Animation Studios on its $140 million initial public offering. Pixar is a leading animation studio recognized for its role in pioneering computer-generated animated filmmaking and storytelling. The company develops and produces feature films and animated shorts that have become internationally acclaimed and commercially successful. The IPO marked Pixar’s transition into the public markets during a formative period for the computer animation industry.

Capital Markets
Media & Entertainment
Crossroads Impact Corporation
$
125000000
Debt Issuance
Dallas, Texas

Crossroads Impact Corporation

$
125000000
Debt Issuance

Dallas, Texas

Eric Donnelly, Lending and Credit Industry Advisor to The Post Oak Group, led the $125 million debt issuance through the U.S. Treasury’s CDFI Bond Guarantee Program on behalf of subsidiary Capital Plus Financial. The allocation, the largest awarded under the program in 2022, provides long-term, low-cost capital to support lending initiatives in underserved communities. Crossroads Impact Corporation focuses on impact-driven financial services and strategic investments that promote economic mobility and community development. The bond financing supports expanded deployment of credit programs aligned with housing, small business growth, and social-impact lending.

Capital Markets
Financial Services
Crossroads Impact Corporation
$
122000000
Recapitalization
Dallas, Texas

Crossroads Impact Corporation

$
122000000
Recapitalization

Dallas, Texas

Eric Donnelly, Lending and Credit Industry Advisor to The Post Oak Group, led the $122 million recapitalization of Crossroads Impact Corporation as part of a broader balance-sheet restructuring initiative. The transaction involved the transfer of approximately $356 million of impact-oriented assets (excluding CDFI assets) and associated debt to institutional investors in exchange for the redemption of roughly 16 million shares and approximately $60 million in net cash. In a related step, the company separately sold certain preferred equity investments for approximately $62 million in cash. The recapitalization significantly reduced outstanding shares to approximately 5.5 million and reset the balance sheet to better support future investment and lending initiatives.

Capital Markets
Financial Services
LogMeIn
$
107000000
Initial Public Offering
Boston, Massachussettes

LogMeIn

$
107000000
Initial Public Offering

Boston, Massachussettes

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised LogMeIn on its $107 million initial public offering. LogMeIn was a software-as-a-service provider offering cloud-based solutions for remote access, IT management, collaboration, and unified communications. Its product portfolio included endpoint management, remote support, web-based conferencing, communications tools, identity and access management, and customer engagement platforms geared toward distributed work environments. The IPO supported the company during a period of growing adoption of cloud-based productivity and remote IT support services.

Capital Markets
Technology
Underrepresented Founders Fund
$
100000000
Private Placement
Oakland, California

Underrepresented Founders Fund

$
100000000
Private Placement

Oakland, California

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised on fund strategy and capital formation for an underrepresented founders-focused venture capital fund targeting $100,000,000. The engagement included development of the fund’s investment thesis, creation of the investor pitch deck, and pitch coaching to support fundraising efforts. The mandate supported the positioning and launch of the fund as a platform dedicated to backing founders from historically underrepresented backgrounds within the venture capital ecosystem.

Capital Markets
Financial Services
Citicorp
$
100000000
Acquisition
New York, New York

Citicorp

$
100000000
Acquisition

New York, New York

David Chua, Head of the Mergers & Acquisitions practice at The Post Oak Group, advised on a $100,000,000 acquisition of Citicorp shares executed during the 2008 financial crisis. The transaction was completed alongside Abu Dhabi Investment Authority (ADIA) as part of a broader capital support initiative during the market dislocation. The investment represented a strategic equity acquisition in a global financial institution amid extraordinary market conditions and government-led stabilization efforts.

M&A Advisory
Financial Services
Gener
$
100000000
Acquisition
Santiago, Chile

Gener

$
100000000
Acquisition

Santiago, Chile

Gener, a major Chilean power company now operating as AES Andes, completed an approximately $100 million acquisition of a Bermuda-based company that held rights to oil and gas concessions in Chile and Argentina. The transaction provided Gener with access to upstream energy assets beyond its traditional power-generation footprint. The acquisition expanded the company’s strategic position in the regional energy sector through ownership of resource-focused concessions across two key South American markets.

M&A Advisory
Energy
Builder.ai
$
100000000
Private Placement
London, United Kingdom

Builder.ai

$
100000000
Private Placement

London, United Kingdom

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Builder.ai on its $100 million Series C private placement to advance the company’s global scale and product innovation initiatives. Builder.ai offered an AI-enabled application development platform allowing customers to build custom software using automated assembly, reusable component libraries, and human-assisted development workflows. The company operated across multiple regions, including the United Kingdom, United States, Singapore, and India, serving a broad customer base from entrepreneurs to large enterprises. The Series C financing supported continued expansion of the platform and further development of AI-driven tools for software delivery and lifecycle support.

Capital Markets
Technology
Specific Media
$
100000000
Private Placement
Irvine, California

Specific Media

$
100000000
Private Placement

Irvine, California

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Specific Media (now Viant) on its $100 million private placement to support the company’s ongoing growth in advertising technology and data-driven marketing solutions. Specific Media operated a people-based advertising platform providing cross-device targeting, analytics, and digital ad-delivery services for brands and agencies. Its technology enabled deterministic audience targeting, measurement, and attribution across media formats and devices. The capital raise supported the company during a period of significant investment in digital advertising platforms and data infrastructure.

Capital Markets
Media & Entertainment
Ancestry.com
$
100000000
Initial Public Offering
Lehi, Utah

Ancestry.com

$
100000000
Initial Public Offering

Lehi, Utah

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Ancestry.com on its $100 million initial public offering. Ancestry.com is a global genealogy and consumer-genomics company providing access to vast historical archives, family history records, and DNA testing services for individuals exploring lineage and heritage. Through subscription-based software, digitized documents, and genetic testing, the platform enables users to build family trees and uncover ancestral connections across geographic and generational boundaries. With millions of users worldwide, Ancestry.com has become one of the largest repositories of historical record data and consumer DNA insights.

Capital Markets
Technology
IronPlanet
$
92000000
Initial Public Offering
Pleasanton, California

IronPlanet

$
92000000
Initial Public Offering

Pleasanton, California

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised IronPlanet on its $92 million initial public offering. IronPlanet operated an online marketplace for buying and selling used heavy equipment, trucks, and other durable industrial assets through digital-only auctions and fixed-listing formats. The platform supported global equipment transactions by providing inspections, appraisals, and condition-certification services to reduce physical friction and enhance buyer confidence. The company also offered specialized marketplaces for commercial trucks, construction equipment, and government surplus assets. The IPO represented a significant capital markets milestone for the online industrial marketplace sector as digital platforms increasingly displaced traditional in-person auction models.

Capital Markets
Technology
Hydroelectric Facility Capitalization
$
90000000
Private Placement
Denver, Colorado

Hydroelectric Facility Capitalization

$
90000000
Private Placement

Denver, Colorado

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor, Structural Agent, and Lead Technical Advisor on a US$90 million private placement financing for the first privately held and independently financed hydroelectric facility in Mexico’s deregulated power market. The transaction was recognized by Infrastructure Investor / PEI as Latin America’s “Deal of the Year” in 2013. Under a long-term dedicated self-supply agreement, 100% of the renewable power generated by the hybrid run-of-river project is delivered to 428 Walmart stores across Mexico. The financing supported the development and commercialization of renewable infrastructure designed to meet corporate demand for reliable clean-energy supply.

Capital Markets
Energy
Shutterfly
$
87000000
Initial Public Offering
Redwood City, California

Shutterfly

$
87000000
Initial Public Offering

Redwood City, California

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Shutterfly on its $87 million initial public offering. Shutterfly is an e-commerce platform offering personalized, photo-based products including prints, photo books, cards, stationery, home décor, and custom gifts. The company enables consumers to upload and transform digital photos into professionally produced physical products, complemented by services for professional photographers, school photography, and business printing. The IPO supported Shutterfly’s growth as demand for online photo services and personalized e-commerce experiences expanded.

Capital Markets
E-Commerce
Continental Airlines
$
80000000
Debt Exchange
Chicago, Illinois

Continental Airlines

$
80000000
Debt Exchange

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led an $80 million exchange transaction involving Continental Airlines’ 10½% and 9½% senior notes, converting previously unregistered securities into registered form. The exchange represented a standard A/B exchange mechanism rather than the issuance of new capital. The transaction facilitated improved liquidity and tradability for noteholders while aligning the securities with public-market requirements. The exchange formed part of Continental’s capital markets activity during its restructuring period.

Capital Markets
Transportation
Homeland Security Systems Manufacturer
$
75000000
Private Placement
Arlington, Virginia

Homeland Security Systems Manufacturer

$
75000000
Private Placement

Arlington, Virginia

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent on a multi-stage US$75 million Series A private placement for a technology company in the homeland security sector, now publicly traded on the NASDAQ exchange. The engagement encompassed structuring and negotiating strategic partnerships to support outsourced manufacturing and global deployment of next-generation checkpoint screening systems. The platform was developed for use across aviation and maritime security environments, enabling advanced detection and processing capabilities. The capital raise supported commercialization and scale of security technologies addressing border control and infrastructure protection.

Capital Markets
Defense
Merchant Services
$
75000000
Acquisition
Dallas, Texas

Merchant Services

$
75000000
Acquisition

Dallas, Texas

Derek Harwood, Industry Advisor for Healthcare and Financial Services at The Post Oak Group, advised on due diligence and post-acquisition support for Merchant Services, LTD (MSL) in a transaction valued at approximately $75 million. MSL operates within the payments sector, providing merchant services and transaction processing solutions to small and mid-sized businesses. At the time of the transaction, the company generated roughly $60 million in revenue and $10 million in EBITDA. Harwood’s role included financial diligence, assessment of key performance metrics, and integration support related to the acquisition.

M&A Advisory
Financial Services
Saudi Arabian Distribution Company
$
71000000
Divestiture
Riyadh, Saudi Arabia

Saudi Arabian Distribution Company

$
71000000
Divestiture

Riyadh, Saudi Arabia

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the sell-side divestiture of a minority equity stake in a Saudi Arabia–based logistics and distribution company, with a transaction value of approximately $71,000,000. The engagement included M&A advisory support throughout the divestiture process, focusing on transaction structuring and execution. The transaction provided liquidity to existing shareholders while supporting continued growth within the regional logistics and distribution sector.

M&A Advisory
Logistics
Builder.ai
$
64000000
Private Placement
London, United Kingdom

Builder.ai

$
64000000
Private Placement

London, United Kingdom

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Builder.ai on its $64 million Series B private placement to support continued expansion of its AI-enabled application development platform. Builder.ai provided tools that allowed businesses to build custom web and mobile applications through a combination of reusable software components, AI-driven automation, and human-assisted workflows. The company operated across the United Kingdom, United States, Singapore, and India, serving entrepreneurs, SMBs, and enterprises seeking faster and more predictable software development. The Series B round included strategic participation and supported the company’s growth initiatives, product development, and investor engagement across international markets.

Capital Markets
Technology
ReachLocal
$
64000000
Initial Public Offering
New York, New York

ReachLocal

$
64000000
Initial Public Offering

New York, New York

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised ReachLocal on its $64 million initial public offering as the company entered the public markets. ReachLocal, now operating as LocaliQ, provided digital marketing solutions designed to help local businesses attract and retain customers through online advertising and lead-generation tools. The platform leveraged data, automation, and digital campaign management to support small and medium-sized businesses seeking measurable customer acquisition. The IPO supported the company during a period of rapid adoption of digital marketing services among local and regional businesses.

Capital Markets
Technology
LogMeIn
$
61000000
Secondary Offering
Boston, Massachussettes

LogMeIn

$
61000000
Secondary Offering

Boston, Massachussettes

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised LogMeIn on its $61 million secondary offering following its earlier entry into the public markets. LogMeIn was a software-as-a-service provider offering cloud-based remote access, IT management, collaboration, and unified communications solutions. The company’s suite supported distributed workforces and IT service providers through remote support, endpoint management, web collaboration tools, and identity and access management. The secondary offering allowed existing shareholders to sell shares in the public market as part of the company’s broader capital markets activities.

Capital Markets
Technology
Advanced Food Treatment Systems Developer
$
60000000
Private Placement
Austin, Texas

Advanced Food Treatment Systems Developer

$
60000000
Private Placement

Austin, Texas

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent on a milestone-based US$60 million Series A private placement for a Texas-based developer and operator of advanced food treatment systems and facilities. Structured over an eight-year engagement, the advisory scope involved working with stakeholders across the food supply chain and coordinating directly with the USDA, the City of McAllen, and the State of Texas. The mandate supported construction and commissioning of a USDA testing and demonstration facility and secured regulatory approval for the first next-generation food treatment facility located along the U.S.–Mexico border. The platform is now actively treating inbound produce from international markets, enabling expanded market access and improved food-safety processes.

Capital Markets
Food & Beverage
Optimost
$
55000000
Divestiture
New York, New York

Optimost

$
55000000
Divestiture

New York, New York

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Optimost on its $55 million divestiture to Interwoven. Optimost was a digital marketing optimization firm providing conversion-rate improvement services across landing pages, e-commerce flows, and other online customer touchpoints. The company served a range of well-known clients, including Ask.com, Auto Trader, Delta Air Lines, FAO Schwarz, Lenovo, and MGM Mirage. The transaction transferred Optimost’s optimization services and related technology capabilities to Interwoven as part of its digital content and web-experience solutions offering.

M&A Advisory
Technology
Broadband Enterprises
$
55000000
Divestiture
New York, New York

Broadband Enterprises

$
55000000
Divestiture

New York, New York

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Broadband Enterprises (BBE) on its $55 million divestiture to Specific Media, a digital advertising and media technology company. BBE operated a digital video platform that created, distributed, and reported on video content across a broad footprint of online publishers and media outlets. The company supported advertisers and content owners in delivering digital video at scale during the early expansion of online video advertising. The transaction transferred BBE’s platform and related assets to Specific Media as part of its continued growth in the digital media technology sector.

M&A Advisory
Technology
Reply.com
$
55000000
Initial Public Offering
Turin, Italy

Reply.com

$
55000000
Initial Public Offering

Turin, Italy

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Reply.com on its $55 million initial public offering. Reply is an IT services and consulting firm specializing in digital transformation, system integration, cloud computing, big data, IoT, and digital services delivered through a decentralized network of specialized operating companies. The firm serves clients across telecommunications, media, manufacturing, finance, retail, logistics, and healthcare through a combination of strategy, design, and technology execution. As of recent metrics, Reply employs nearly 15,000 professionals and generates multi-billion-euro annual revenue across its global operations.

Capital Markets
Technology
Juniper Square
$
50000000
Private Placement
San Fransisco, California

Juniper Square

$
50000000
Private Placement

San Fransisco, California

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Juniper Square on its $50 million private placement supporting the company’s continued expansion as a leading technology platform for private-markets investment managers. Juniper Square delivers a unified, end-to-end software platform for fund administration, investor onboarding, reporting, capital accounting, and investor lifecycle management. Its solutions serve general partners and limited partners across real estate, private equity, and venture capital, improving operational efficiency, transparency, and investor engagement. With more than 2,000 GPs and over $1 trillion in investor equity managed through its platform, Juniper Square is widely recognized as a core infrastructure provider to the private-markets ecosystem.

Capital Markets
Technology
E*TRADE Financial
$
46000000
Initial Public Offering
New York, New York

E*TRADE Financial

$
46000000
Initial Public Offering

New York, New York

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised E*TRADE Financial on its $46 million initial public offering. E*TRADE is an online brokerage and financial services platform that enables retail investors to trade stocks, ETFs, options, fixed-income instruments, and other securities electronically. The company was an early mover in providing digital access to trading and investing tools, along with banking services, retirement accounts, and financial products. The IPO supported E*TRADE during the rise of electronic retail brokerage and self-directed investing.

Capital Markets
Financial Services
Capital Plus Financial
$
39500000
Acquisition
Bedford, Texas

Capital Plus Financial

$
39500000
Acquisition

Bedford, Texas

Eric Donnelly, Lending and Credit Industry Advisor to The Post Oak Group, led the $39.5 million acquisition of Capital Plus Financial, LLC. Capital Plus Financial, based in Bedford, Texas, is a nationally certified Community Development Financial Institution (CDFI) focused on expanding access to credit, homeownership, and financial services in underserved and minority communities. Under Donnelly’s leadership, the firm grew into one of the largest CDFIs in the United States, earned B Corp certification, and expanded lending programs supporting economic mobility and community development initiatives. The transaction further positioned the platform to scale mission-driven financial services and impact-oriented capital programs.

M&A Advisory
Financial Services
Adviva
$
35000000
Divestiture
London, United Kingdom

Adviva

$
35000000
Divestiture

London, United Kingdom

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Adviva on its $35 million divestiture to Specific Media. Adviva was a UK-based online advertising network providing display advertising, ad-serving technology, and marketing solutions for publishers and advertisers. The company operated a wide network of websites and reportedly reached more than 21 million unique monthly users in the United Kingdom. The transaction transferred Adviva’s digital advertising network and related technology infrastructure to Specific Media as part of its expansion in the online advertising market.

M&A Advisory
Technology
UPS
$
30000000
Acquisition
Atlanta, Georgia

UPS

$
30000000
Acquisition

Atlanta, Georgia

UPS completed an approximately $30 million acquisition of Comlasa, a service-parts logistics provider with operations across the Americas, the Caribbean, Europe, the Middle East, Africa, and the Asia-Pacific region. The transaction expanded UPS’s specialized service-parts logistics capabilities supporting manufacturers and equipment providers with time-sensitive delivery requirements. The acquisition enhanced global reach and operational capacity within the aftermarket parts distribution and logistics segment.

M&A Advisory
Transportation
Builder.ai
$
29500000
Private Placement
London, United Kingdom

Builder.ai

$
29500000
Private Placement

London, United Kingdom

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Builder.ai on its $29.5 million Series A private placement, one of the largest early-stage AI funding rounds in Europe at the time. Builder.ai was a platform designed to accelerate web and mobile application development by combining AI-driven assembly tools, reusable feature components, and human-assisted development workflows. The company supported entrepreneurs, SMBs, and enterprises seeking to build custom software without in-house engineering expertise, offering development, hosting, maintenance, and project-management services. The Series A round was co-led by Jungle Ventures and Lakestar, with participation from SoftBank’s DeepCore, supporting the company’s global expansion across the United Kingdom, United States, Singapore, and India.

Capital Markets
Technology
Small World Labs
$
25000000
Divestiture
Austin, Texas

Small World Labs

$
25000000
Divestiture

Austin, Texas

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Micro Gaming Technologies on its $23 million divestiture to Everi, a publicly traded provider of financial technology, gaming content, and casino loyalty solutions. Micro Gaming Technologies designs and develops software that automates, tracks, and reports casino marketing and promotional programs, enabling operators to enhance player engagement and streamline campaign execution. The acquisition provided Everi with strategic technology assets that expand its loyalty, rewards, and marketing capabilities across casino customers. The transaction strengthened Everi’s position as a comprehensive technology partner to gaming operators, integrating MGT’s software into its broader suite of fintech and gaming solutions.

M&A Advisory
Technology
Crossroads Impact Corporation
$
24200000
Debt Issuance
Dallas, Texas

Crossroads Impact Corporation

$
24200000
Debt Issuance

Dallas, Texas

Eric Donnelly, Lending and Credit Industry Advisor to The Post Oak Group, led the $24.2 million debt issuance used in part to finance the acquisition of Capital Plus Financial. The structure combined newly issued debt with cash on hand to complete the transaction. Crossroads Impact Corporation focuses on impact-driven lending and strategic investments designed to expand access to capital and support community development initiatives. The financing formed a component of the broader capital strategy associated with the company’s acquisition and growth plans.

Capital Markets
Financial Services
Micro Gaming Technology
$
23000000
Divestiture
Las Vegas, Nevada

Micro Gaming Technology

$
23000000
Divestiture

Las Vegas, Nevada

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Micro Gaming Technologies on its $23 million divestiture to Everi, a publicly traded provider of financial technology, gaming content, and casino loyalty solutions. Micro Gaming Technologies designs and develops software that automates, tracks, and reports casino marketing and promotional programs, enabling operators to enhance player engagement and streamline campaign execution. The acquisition provided Everi with strategic technology assets that expand its loyalty, rewards, and marketing capabilities across casino customers. The transaction strengthened Everi’s position as a comprehensive technology partner to gaming operators, integrating MGT’s software into its broader suite of fintech and gaming solutions.

M&A Advisory
Technology
Micro Gaming Technologies
$
23000000
Divestiture
Las Vegas, Nevada

Micro Gaming Technologies

$
23000000
Divestiture

Las Vegas, Nevada

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Micro Gaming Technologies on its $23 million divestiture to Everi, a publicly traded provider of financial technology, gaming content, and casino loyalty solutions. Micro Gaming Technologies designs and develops software that automates, tracks, and reports casino marketing and promotional programs, enabling operators to enhance player engagement and streamline campaign execution. The acquisition provided Everi with strategic technology assets that expand its loyalty, rewards, and marketing capabilities across casino customers. The transaction strengthened Everi’s position as a comprehensive technology partner to gaming operators, integrating MGT’s software into its broader suite of fintech and gaming solutions.

M&A Advisory
Technology
Self-storage Real Estate Fund
$
20000000
Private Placement
Dallas, Texas

Self-storage Real Estate Fund

$
20000000
Private Placement

Dallas, Texas

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised on fund strategy and capital formation for a self-storage real estate fund targeting $20,000,000 in equity focused on assets in the Northwestern United States. The engagement included development of the fund’s investment thesis, capital structure, and investor positioning, as well as creation of the investor pitch deck and supporting materials. The mandate supported the launch and marketing of the fund to prospective institutional and high-net-worth investors within the real estate sector.

Capital Markets
Real Estate
Australia-Based Aesthetics Company
$
20000000
Private Placement
Canberra, Australia

Australia-Based Aesthetics Company

$
20000000
Private Placement

Canberra, Australia

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised an Australia-based consumer aesthetics company on its Series B private placement targeting $20,000,000. The engagement included senior M&A and capital advisory support, encompassing transaction positioning, financial analysis, and investor engagement strategy. The financing was structured to support continued product expansion and growth initiatives within the consumer aesthetics sector.

Capital Markets
Consumer
Semex
$
20000000
Acquisition
Jalisco, Mexico

Semex

$
20000000
Acquisition

Jalisco, Mexico

Semex, a Monterrey-based company and one of the largest highway safety and traffic control providers in North America, completed a $20 million acquisition of the intersection control business of Quixote Corporation in Mexico. The transaction expanded Semex’s operational footprint and service capabilities in traffic management solutions. The acquisition also supported the company’s subsequent entry into the U.S. market, further extending its presence in the transportation infrastructure sector.

M&A Advisory
Infrastructure
AgTech Fund
$
15000000
Private Placement
San Fransisco, California

AgTech Fund

$
15000000
Private Placement

San Fransisco, California

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor and Structural Agent in connection with the launch of an AgTech-focused investment fund targeting $15M in assets under management. The mandate involved advising a South American citrus grower, packer, and importer on the rollup of existing farmland assets to form the foundation of the fund. Advisory services included strategic financial and structural guidance, development of custom financial models and investor materials, and the design of bespoke go-to-market and demand-forecasting frameworks. These efforts supported improved production planning, pricing visibility, and informed decision-making across the agricultural value chain.

Capital Markets
Financial Services
iCrossing
$
15000000
Private Placement
New York, New York

iCrossing

$
15000000
Private Placement

New York, New York

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised iCrossing on its $15 million private placement to support the agency’s expansion in digital marketing and technology-enabled customer engagement services. iCrossing is a global marketing and technology firm providing SEO, paid media, content development, experience design, analytics, and connected-marketing solutions for major brands. Founded in 1998 as a search-focused firm, it evolved into a full-service digital agency serving both B2B and B2C clients across industries. The capital raise supported continued growth in data-driven marketing and digital transformation initiatives for enterprise clients.

Capital Markets
Professional Services
U.S.-Based Biotech Company
$
14000000
Divestiture
Washington, DC

U.S.-Based Biotech Company

$
14000000
Divestiture

Washington, DC

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the sell-side divestiture of a 14% equity stake in a U.S.-based biotechnology company, valuing the transaction at approximately $14,000,000. The engagement involved M&A advisory support throughout the divestiture process, including transaction positioning and execution. The transaction facilitated partial liquidity for existing shareholders while maintaining continued participation in the company’s future growth within the biotechnology sector.

M&A Advisory
Biotech
Controlled Environment Agriculture Facility
$
12000000
Acquisition
Phoenix, Arizona

Controlled Environment Agriculture Facility

$
12000000
Acquisition

Phoenix, Arizona

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, served as Lead Advisor on the acquisition of a four-acre hydroponic facility in Michigan with a more than 50-year operating history, in a transaction valued at $12,000,000. The engagement included leading negotiations, valuation analysis, and post-closing operational initiatives that resulted in a 150% increase in turnover within the first twelve months of new ownership. Following stabilization of operations, advisory efforts shifted to securing financing to support a planned ten-acre expansion of the facility’s existing footprint. The transaction positioned the platform for scaled production within the controlled environment agriculture sector.

M&A Advisory
Agriculture
Rise Line Business Credit
$
10000000
Acquisition
New York, New York

Rise Line Business Credit

$
10000000
Acquisition

New York, New York

Eric Donnelly, Lending and Credit Industry Advisor to The Post Oak Group, led the $10 million acquisition of Rise Line Business Credit, LLC. Rise Line is a New York–based commercial finance firm providing asset-based lending, working capital solutions, and credit facilities to small and mid-sized businesses. The platform focuses on supporting companies undergoing growth, restructuring, or transitional events by offering non-traditional financing alternatives. The acquisition aligned with initiatives to expand lending capabilities and serve a broader range of credit needs within the business finance market.

M&A Advisory
Financial Services
Raffall
$
5000000
Private Placement
London, United Kingdom

Raffall

$
5000000
Private Placement

London, United Kingdom

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Raffall on its $5 million seed-round private placement supporting early platform development and expansion. Raffall is a digital raffle and prize-competition platform enabling individuals, brands, and nonprofit organizations to run compliant, end-to-end prize drawings with integrated payments, ticketing, verification, and winner fulfillment. The platform creates monetization and engagement opportunities while reducing operational complexity and liability for hosts. The seed financing supported product enhancement and early go-to-market execution within the emerging digital competition and prize-based engagement sector.

Capital Markets
Technology
Viso Logistics
$
4000000
Acquisition
Memphis, Tennessee

Viso Logistics

$
4000000
Acquisition

Memphis, Tennessee

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised Viso Logistics on financial modeling and acquisition financing preparation in connection with a proposed $4,000,000 transaction. The engagement focused on developing detailed financial models and lender-ready materials to support discussions with UK-based financing sources. The work assisted in evaluating capital structure considerations and acquisition feasibility within the logistics and transportation sector.

M&A Advisory
Logistics
Online E-Commerce Platform
$
3000000
Acquisition
Seattle, Washington

Online E-Commerce Platform

$
3000000
Acquisition

Seattle, Washington

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the buy-side acquisition of an online e-commerce platform in a transaction valued at approximately $3,000,000. The engagement involved M&A advisory support across transaction evaluation, structuring, and execution. The acquisition supported strategic expansion within the technology-enabled commerce sector and provided a scalable digital platform for future growth.

M&A Advisory
E-Commerce
FAA-Approved Aircraft Charter Service
$
3000000
Acquisition
Dallas, Texas

FAA-Approved Aircraft Charter Service

$
3000000
Acquisition

Dallas, Texas

Jason Stone, Managing Director in the Mergers & Acquisitions practice at The Post Oak Group, advised on the $3M acquisition and subsequent operational turnaround of an FAA-approved, on-demand aircraft charter and maintenance services provider. Following the acquisition, the fleet was expanded by approximately 200% within the first three months of ownership. The engagement included restructuring revenue-sharing agreements with aircraft owners, resulting in a 195% increase in revenue. These initiatives supported the company’s transition to profitability within six months of ownership.

M&A Advisory
Transportation
Cross-border Payments Startup
$
2400000
Private Placement
New York, New York

Cross-border Payments Startup

$
2400000
Private Placement

New York, New York

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised a cross-border payments fintech startup on fundraising strategy in connection with a $2,400,000 private placement. The engagement included review and refinement of the investor pitch, positioning of the company’s payments platform, and preparation for investor outreach. The mandate supported successful capital raising to scale transaction infrastructure and expand market reach within international payments.

Capital Markets
Financial Services
General Transport
$
2000000
Divestiture
Chicago, Illinois

General Transport

$
2000000
Divestiture

Chicago, Illinois

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the sell-side divestiture of General Transport, a logistics and transportation company, in a transaction valued at approximately $2,000,000. The engagement included M&A advisory support across transaction structuring and execution. The divestiture provided an exit for shareholders while transferring ownership to support the company’s next phase within the logistics and transport sector.

M&A Advisory
Logistics
Heritage Group EdTech
$
2000000
Private Placement
London, United Kingdom

Heritage Group EdTech

$
2000000
Private Placement

London, United Kingdom

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Heritage Group EdTech on its $2 million private placement to support early-stage capital formation. Heritage Group EdTech focuses on technology-driven education solutions, with initiatives aimed at modernizing learner engagement and improving digital education delivery. Ramchandani brings more than fourteen years of experience advising founders and high-growth companies on capital strategy, investor readiness, and organizational scaling across global markets. The private placement provided initial funding to advance product development and support early growth initiatives within the EdTech sector.

Capital Markets
Technology
Atlantis Fiber
$
1500000
Private Placement
Vancouver, Canada

Atlantis Fiber

$
1500000
Private Placement

Vancouver, Canada

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Atlantis Fiber on its $1.5 million seed-stage private placement supporting early commercialization and market expansion. Atlantis Fiber, in partnership with SIERA Group, produces sustainable construction fiber products manufactured from repurposed tire fiber strands, offering proprietary Repurposed Tire Fiber (RTF) blends for new-build and repair environments. The company focuses on improving sustainability and material performance in concrete applications within the construction and infrastructure sectors. The seed raise supported product deployment, certification activities, and initial go-to-market initiatives.

Capital Markets
Construction
AI-driven Document Management Startup
$
1000000
Private Placement
San Fransisco, California

AI-driven Document Management Startup

$
1000000
Private Placement

San Fransisco, California

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised on fundraising strategy for an AI-driven document management startup in connection with a $1,000,000 private placement. The engagement included pitch deck review, refinement of the investment narrative, and pitch coaching for investor presentations. The mandate supported successful capital raising to advance product development and commercialization within the enterprise technology sector.

Capital Markets
Technology
Wine Startup
$
1000000
Private Placement
Napa, California

Wine Startup

$
1000000
Private Placement

Napa, California

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised a wine startup on capital formation in connection with a $1,000,000 private placement. The engagement included development of a comprehensive financial model and creation of the investor pitch deck to support fundraising efforts. The materials were used to position the company’s growth strategy, unit economics, and market opportunity to prospective investors. The capital raise successfully supported the company’s entry and early expansion within the food and beverage sector.

Capital Markets
Food & Beverage
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Transactions shown reflect the professional experience of current and former employees, advisors, or affiliated professionals of The Post Oak Group. These transactions were not necessarily executed by The Post Oak Group or its legal entities and may have been completed while individuals were affiliated with other firms or prior to the formation of The Post Oak Group. Inclusion does not imply that The Post Oak Group acted as advisor, broker, principal, or participant in each transaction. Past performance is not indicative of future results.

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