Capital Markets Associate
Post Oak Group
Jan 2026 - Jun 2026 (6 months)
- Sourced and qualified middle market M&A transactions, building strategic relationships with family offices, private equity groups, and high net worth capital sources.
- Delivered 3 to 5 financial presentations daily to prospective clients, capital partners, and stakeholders.
- Authored Confidential Information Memoranda (CIMs), buyer distribution lists, and positioning decks for sell side M&A mandates and private capital raises.
- Advised business owners on capital allocation, enterprise valuation multiples, and deal execution strategies to optimize sell side liquidity events.