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.

Beauty Spa
$
750000
Private Placement
Los Angeles, California

Beauty Spa

$
750000
Private Placement

Los Angeles, California

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised a beauty spa operator on capital formation in connection with a $750,000 private placement. The engagement included development of a detailed financial model, preparation of the business plan, and creation of the investor pitch deck to support fundraising efforts. Following the successful raise, Mathai also advised on strategic planning for expansion into a multi-location chain. The mandate supported early growth and positioned the business for scalable expansion within the beauty and retail services sector.

Capital Markets
Hospitality
Performiture
$
400000
Private Placement
San Fransisco, California

Performiture

$
400000
Private Placement

San Fransisco, California

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Performiture on its $400,000 seed-stage private placement to support early product development and go-to-market execution. Performiture is a cloud-based predictive sales analytics and forecasting platform that leverages machine learning to help B2B organizations improve sales performance through real-time insights and data-driven decision making. The solution provides visibility into pipeline risk, conversion metrics, and rep productivity, enabling leadership teams to optimize revenue planning. The seed raise positioned Performiture to validate product-market fit and accelerate adoption within technology-enabled sales organizations.

Capital Markets
Technology
Atlantis Fiber
$
200000
Private Placement
Vancouver, Canada

Atlantis Fiber

$
200000
Private Placement

Vancouver, Canada

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Atlantis Fiber on its $200,000 capital raise supported through corporate and government grant funding. Atlantis Fiber, in partnership with SIERA Group, develops sustainable construction materials created from repurposed tire fiber strands, offering proprietary Repurposed Tire Fiber (RTF) blends for use in concrete applications. The company focuses on environmentally responsible materials engineered for new construction and infrastructure repair. The funding supported continued development, testing, and validation of its fiber-based solutions within the construction and industrial materials market.

Capital Markets
Construction
Atlantis Fiber
$
100000
Private Placement
Vancouver, Canada

Atlantis Fiber

$
100000
Private Placement

Vancouver, Canada

Karan Ramchandani, a Managing Director in The Post Oak Group’s Capital Markets advisory practice, advised Atlantis Fiber on its $100,000 pre-seed private placement. Atlantis Fiber, in partnership with SIERA Group, engineered sustainable construction fiber products created from repurposed tire fiber strands, offering two Repurposed Tire Fiber (RTF) blends for new-build and repair applications. The company’s materials focus on environmental sustainability and performance enhancement within concrete and construction use cases. The pre-seed financing supported early development and market validation of the technology-led materials offering in the construction sector.

Capital Markets
Construction
Cannabis Cultivation and Manufacturing Roll-up
$
Acquisition
Denver, Colorado

Cannabis Cultivation and Manufacturing Roll-up

$
Acquisition

Denver, Colorado

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised on roll-up strategy for a platform consolidating cannabis cultivation, manufacturing, and dispensary businesses across the Southeastern United States. The engagement included strategic planning, capital strategy considerations, and investor positioning to support a multi-asset acquisition program. The mandate supported the creation of a vertically integrated cannabis platform within a regulated consumer market.

M&A Advisory
Consumer
Leading Advertising Agency
$
Acquisition
New York, New York

Leading Advertising Agency

$
Acquisition

New York, New York

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised a principal of a leading advertising agency on acquisition strategy in connection with a proposed platform acquisition and subsequent roll-up of related media companies. The engagement focused on evaluating strategic targets, structuring the acquisition thesis, and positioning the platform for scalable growth through consolidation. The mandate supported expansion planning within the professional services and media sector.

M&A Advisory
Professional Services
Medical Backoffice Startup
$
Private Placement
Tampa, Florida

Medical Backoffice Startup

$
Private Placement

Tampa, Florida

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised a medical back-office software startup on fundraising strategy and capital formation. The engagement included development of the investment narrative, investor positioning, and creation of the pitch deck to support early-stage fundraising efforts. The mandate focused on positioning the company’s technology-enabled administrative and revenue-cycle solutions for healthcare providers, supporting initial growth and commercialization within the medical services sector.

Capital Markets
Medical
AutoTech Startup
$
Private Placement
Detroit, Michigan

AutoTech Startup

$
Private Placement

Detroit, Michigan

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised an automotive technology startup on fundraising strategy and capital formation. The engagement included refinement of the investment narrative, investor positioning, and creation of the pitch deck to support capital-raising efforts. The mandate positioned the company for early-stage funding and growth within the automotive and manufacturing technology sector.

Capital Markets
Manufacturing
Service Business Roll-up Fund
$
Private Placement
Chicago, Illinois

Service Business Roll-up Fund

$
Private Placement

Chicago, Illinois

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised on fund strategy and capital formation for a private equity roll-up vehicle focused on service-based businesses. The engagement included development of the investment thesis, roll-up strategy, and investor positioning, as well as creation of the fund pitch materials. The mandate supported preparation of the platform for fundraising and execution within the private equity and financial services sector.

Capital Markets
Financial Services
Solar Tech Startup
$
Private Placement
Austin, Texas

Solar Tech Startup

$
Private Placement

Austin, Texas

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, served as pitch coach for a solar technology startup developing a control device for renewable energy applications. The engagement focused on refining the company’s investment narrative and pitch presentation in preparation for a competitive fundraising process. The startup subsequently won a pitch competition and was later acquired, reflecting successful positioning and execution within the renewable energy sector.

Capital Markets
Energy
AI-enabled Medical Transcription Startup
$
Private Placement
Nashville, Tennessee

AI-enabled Medical Transcription Startup

$
Private Placement

Nashville, Tennessee

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised on fundraising strategy and capital formation for an AI-enabled medical transcription startup operating in the HealthTech sector. The engagement included development of the fundraising narrative, investor positioning, and creation of the investor pitch deck and supporting materials. The mandate supported early-stage capital raising efforts aimed at scaling technology-enabled clinical documentation solutions.

Capital Markets
Medical
Residential Real Estate Fund
$
Private Placement
Atlanta, Georgia

Residential Real Estate Fund

$
Private Placement

Atlanta, Georgia

Alex Mathai, Managing Director of Capital Markets at The Post Oak Group, advised on fund strategy and capital formation for a residential real estate investment fund. The engagement included development of the fund’s investment thesis, structuring approach, and investor positioning, as well as creation of the investor pitch deck and related marketing materials. The mandate supported preparation and marketing of the fund to prospective investors within the residential real estate sector.

Capital Markets
Real Estate
Borealis Group
$
Divestiture
Pittsburgh, Pennsylvania

Borealis Group

$
Divestiture

Pittsburgh, Pennsylvania

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the sale of a minority equity stake in Borealis Group to Three Hills Capital Partners. Borealis Group operates within the real estate and services sector, providing platform-based solutions across its portfolio. The engagement involved M&A advisory support at the analyst level, contributing to transaction analysis, valuation support, and execution. The divestiture introduced an institutional partner to support the company’s next phase of growth and strategic development.

M&A Advisory
Real Estate
Sparrows Offshore Group
$
Divestiture
Houston, Texas

Sparrows Offshore Group

$
Divestiture

Houston, Texas

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised AEA Partners on the sell-side divestiture of Sparrows Offshore Group to Altrad. Sparrows Offshore Group operates as a provider of specialized services within the offshore energy sector. The engagement involved M&A advisory support at the associate level, contributing to transaction execution and coordination. The divestiture transferred ownership to Altrad as part of its expansion in energy and industrial services.

M&A Advisory
Energy
Preem
$
Divestiture
Houston, Texas

Preem

$
Divestiture

Houston, Texas

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the sell-side divestiture of Preem in connection with its sale to Vitol. Preem operates as an energy company with refining and distribution activities in the European market. The engagement involved M&A advisory support at the associate and vice president level, contributing to transaction execution and coordination. The transaction resulted in the transfer of ownership to Vitol as part of its strategic expansion within the energy sector.

M&A Advisory
Energy
Acteon
$
Divestiture
Boston, Massachussettes

Acteon

$
Divestiture

Boston, Massachussettes

Nikola Gostovic, Industry Advisor for Energy & Infrastructure at The Post Oak Group, advised on the sell-side divestiture of Acteon in a transaction led by KKR and completed with Buckthorn Partners as the acquirer. Acteon operates as a provider of specialized services within the energy and infrastructure sector. The engagement involved M&A advisory support at the associate and vice president level, contributing to transaction execution and coordination. The divestiture transferred ownership to Buckthorn Partners as part of its investment strategy in energy services platforms.

M&A Advisory
Medical
Continental Airlines
$
Secondary Offering
Chicago, Illinois

Continental Airlines

$
Secondary Offering

Chicago, Illinois

Gordon Bethune, Transportation Industry Advisor to The Post Oak Group, led a secondary offering for Continental Airlines involving 8,543,868 Class A shares, 21,669,759 Class B shares, and 3,039,468 Class A warrants, as outlined in the public prospectus. The transaction facilitated the sale of existing securities into the public market as part of Continental’s broader capital markets activity during a period marked by operational transformation and financial restructuring. While detailed pricing and proceeds were not publicly disclosed in summary records, the offering represented a significant capital markets event in the company’s evolution. The transaction occurred within the context of Continental’s strategic turnaround and efforts to optimize its financial position while expanding access to public-market investment.

Capital Markets
Transportation
Endurance International Group
$
Divestiture
Burlington, Massachussettes

Endurance International Group

$
Divestiture

Burlington, Massachussettes

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Endurance International Group on its divestiture to Clearlake Capital. Endurance International Group was a provider of cloud-based platform solutions for small- and medium-sized businesses, including web hosting, domain services, website building tools, e-commerce enablement, email marketing, and online-presence management. The company operated a broad portfolio of hosting and digital services brands, supporting millions of customers across the web services market. The transaction transferred Endurance’s platform and related digital infrastructure assets to Clearlake as part of its investment in the formation of Newfold Digital.

M&A Advisory
Technology
Education Connection Services
$
Divestiture
Fairfax, Virginia

Education Connection Services

$
Divestiture

Fairfax, Virginia

Scott Schopen, a Managing Director in The Post Oak Group’s Mergers & Acquisitions practice, advised Education Connection Services on its divestiture to Education Dynamics. ECS is a provider of technology-enabled solutions serving public- and private-sector organizations across cloud, cybersecurity, artificial intelligence, data analytics, and enterprise transformation. The company operates nationwide and employs a large workforce delivering science, engineering, and advanced technology services. The transaction transferred ECS’s business to Education Dynamics, an education sector services and marketing platform focused on student recruitment and enrollment management.

M&A Advisory
Technology
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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.

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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