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Global Oak Capital Markets is a global investment bank focused on assisting corporate, institutional and family office clients. We are proudly based in Charleston, SC with coverage throughout the United States. Global Oak is a member of FINRA, SIPC and certified Minority Business Enterprise.

About Us


At Global Oak, our mission is to pioneer, support, and uplift our local community with the same passion we use to pioneer within global capital markets.  Each of our members and employees is committed to positively effecting the lives of local underserved youth through mentorship, philanthropy, and outreach.


We are not your average southeastern regional bank. Our experience is global, but our culture is local. Our diversity makes us unique, but our execution makes us attractive. Our team has lived all over the world, from New York, Russia to South Africa and have settled in the southeast to provide the region’s clients the same gold standard service we provide our global client base.

We are specialists dedicated to helping small and mid-cap companies access U.S. capital markets and achieve their growth objectives.


Our executives have been assisting U.S. and International companies navigate the U.S. public markets for over 20 years. We provide a full suite of services including corporate development services, M&A advisory services, regulatory advisory services, fairness opinions, compliance services and blockchain solutions including value assessments, market analysis, implementation strategies and fintech talent acquisition.



Corporate Bond Underwriting. Our relationships across the largest banks have also proven to provide groundbreaking diversity banking initiatives. We continue to expand our practice and remain dedicated to client and community impact.


Private Equity Placements. Our team has broad experience structuring and placing private investments on behalf of corporate clients as well as investors.


Our team is seasoned in the execution of procurement and placement of block transactions in low liquidity environments, from secondary markets in LPs, Treasury stock repurchase, to structured private equity and frontier market equity. Our proprietary network of secondary market clients provides superior access to institutional liquidity.


Global Oak executes investment fund allocations in Qualified Opportunity Zone Funds (QOZF), as well as private placements execution for institutional investments in venture, growth and other operating companies. Our team has an extensive network of Qualified Opportunity Zone relationships that span across cities, fund managers, investment projects and leadership in state and federal government levels. 

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