Director, Investment Banking

The Post Oak Group is seeking a Director, Transaction Lead to oversee and drive the full deal lifecycle from engagement through closing. This is an in-person, Houston, Texas-based senior role focused exclusively on sell-side lower middle market and middle market M&A and sell-side capital markets transactions. In this capacity, you will serve as the primary representative of the seller in M&A transactions and the issuer in capital raising mandates, leading all parties from initial engagement through a successful close. The ideal candidate brings deep deal execution experience across both sell-side M&A and capital markets, with strong negotiation skills and a thorough understanding of transactions involving companies typically generating $500K to $50M of EBITDA and capital raises ranging from Pre-Seed through Series C.Compensation  Role OverviewAs Director, Transaction Lead, you will be the senior point of contact responsible for managing all aspects of a mandate from initial engagement through final closing, working on-site at our Houston, Texas office. You will represent sellers and issuers exclusively, advocating for their interests and driving every phase of the transaction — from engagement execution and marketing through negotiation, due diligence, documentation, and close. This role requires a hands-on, execution-focused professional who can manage complexity across both transaction types, resolve deal issues, and consistently drive mandates to completion across both lower middle market and middle market deals. Key ResponsibilitiesOwn the full transaction lifecycle from initial client engagement through closing across sell-side M&A and capital raising mandatesServe as the primary representative and advocate for the seller in M&A transactions and the issuer in capital raises from day one of engagementLead and coordinate negotiations with buyers, acquirers, investors, legal counsel, and other counterpartiesOversee due diligence processes, working closely with internal teams and client managementManage and coordinate deal documentation, including purchase agreements, term sheets, disclosure schedules, and ancillary closing documentsIdentify, escalate, and resolve deal issues, risks, and contingencies that may impact closingMaintain consistent communication with clients, buyers, investors, attorneys, and other deal participants throughout the entire engagementCollaborate with investor coverage and advisory teams to align deal strategy and executionCoordinate with legal counsel on transaction structuring, representations and warranties, and indemnification provisionsProvide clients with regular deal status updates, strategic guidance, and issue resolution throughout the transaction lifecycleMaintain disciplined documentation and tracking of all deal activity, milestones, and communications QualificationsDemonstrated experience managing sell-side M&A transactions and capital raises from engagement through closing in an investment banking, corporate development, or advisory capacityDeep understanding of lower middle market and middle market sell-side M&A processes and early-to-growth stage capital raising dynamics, including deal structures and transaction documentationProven ability to lead and manage complex, multi-party negotiations on behalf of sellers and issuersStrong command of due diligence processes, purchase agreement and term sheet mechanics, and closing proceduresExperience working with legal counsel on transaction documentation and deal structuringStrong executive presence and credibility with founders, CEOs, buyers, investors, and legal counselAbility to manage multiple concurrent transactions across both M&A and capital markets mandatesSelf-motivated and comfortable operating in a performance-driven environmentExcellent written and verbal communication skillsMust be located in or willing to relocate to Houston, Texas Why The Post Oak Group The Post Oak Group delivers institutional-quality capital markets and M&A advisory with boutique-level service and direct senior involvement. We operate across the lower middle market and middle market, advising profitable businesses pursuing liquidity events and high-growth companies seeking institutional capital. Our Houston, Texas headquarters places us at the center of one of the most active deal markets in the country. This leadership role carries responsibility across both sell-side M&A and capital raising mandates, offering direct impact on transaction outcomes and firm growth, with compensation directly aligned with deal performance and closing success.Work Location: In person