Global Oak Capital Markets

Global Oak Capital Markets is an investment bank in Charleston, SC, serving corporate, institutional, and family office clients. The firm provides a full suite of services including corporate development, M&A advisory, regulatory advisory, fairness opinions, compliance services, and blockchain solutions such as value assessments and fintech talent acquisition. Its team has over 20 years of experience assisting U.S. and international companies navigate public markets. The firm also handles debt markets through corporate bond underwriting, equity markets through private equity placements, and capital markets execution for block transactions in low liquidity environments. Global Oak Capital Markets is a member of FINRA and SIPC and is a certified Minority Business Enterprise.

The firm’s mission is to support and uplift the local community through mentorship, philanthropy, and outreach for underserved youth. Its team has lived in locations including New York, Russia, and South Africa, bringing global experience to the southeast region. The firm specializes in helping small and mid-cap companies access U.S. capital markets to achieve growth objectives. It maintains relationships across large banks to support diversity banking initiatives and executes investment fund allocations in Qualified Opportunity Zones. The firm’s proprietary network of secondary market clients provides access to institutional liquidity for structured private equity and frontier market equity transactions.

Global Oak Capital Markets operates from Mt. Pleasant, with coverage throughout the United States. The firm combines global market experience with a local culture focused on community impact and specialized execution for regional clients.

Services:

• Blockchain Solutions
• Corporate Development Services
• Equity Markets
• M&A Advisory Services
• Regulatory Advisory Services