DEEP ROOTS.
PROVEN EXPERIENCE.
With decades of experience in M&A transaction services, we take pride in helping business owners, private equity investors, and strategic buyers achieve their goals with confidence and precision. Your success is our priority and we are committed to providing the highest level of service every step of the way.
DEEP ROOTS.
PROVEN EXPERIENCE.
With decades of experience in M&A transaction services, we take pride in helping business owners, private equity investors, and strategic buyers achieve their goals with confidence and precision. Your success is our priority and we are committed to providing the highest level of service every step of the way.
Schedule an Appointment
Call: 817-846-8307
Email: ryan@tradersoak.com
Quality of earnings
Our team has decades of experience providing financial due diligence and Quality of Earnings analyses across a wide range of industries for PE firms, corporations, individuals, search funds, sponsors, and other investment professionals.
Search funds
As small business owners and investors, we partner with entrepreneurs seeking a business to acquire by mitigating deal risk, investing in the business and provide financial strategy & support to ensure long-term success.
Sell-side
We work with business owners to understand their options as they consider selling their business and can provide sell-side transaction advisory and marketing services to ensure a more efficient process while maximizing transaction value. Your goals are our priority.
Fractional CFO
We specialize in analyzing and communicating financial information. Our services build upon the unique understanding of the business we gain during due diligence and allow operators and investors to make quality decisions.
Navigate the present, prepare for the future.
Traders Oak Capital Advisors is a Fort Worth-based transaction advisory and M&A consulting firm dedicated to helping businesses navigate the complexities of mergers, acquisitions, and financial clarity. With a deep understanding of local markets and decades of industry expertise, we provide tailored solutions to meet the unique needs of our clients. Whether you’re a business owner considering a sale, a strategic buyer, or a private equity firm seeking the right investment, our team delivers personalized advisory services that drive successful transactions.
Services
At Traders Oak, we bring extensive transaction experience across a wide range of industries and specialize in efficiently gathering and analyzing data from multiple sources to assess profitability drivers, working capital needs, debt-like liabilities, tax concerns, and other crucial factors critical to evaluating a transaction’s viability and ultimate valuation. Our organizational structure allows for smooth information flow and collaboration, seamlessly integrating with our Valuation Services and CFO Advisory teams to support clients’ post-closing requirements.
Evaluating a potential investment carries significant risk and requires the right deal team around you to identify red flags, manage seller expectations, and clearly communicate findings.
Selling a business can be the culmination of a life’s work, or the end of a chapter as another one begins. We work closely with sellers to understand and achieve their goals, adequately prepare for a transaction, and ultimately assist in finding the right partner to align with while facilitating a positive outcome for all.
Fractional CFO Services: Surrounding yourself with the right team is critical in tackling obstacles or taking things to the next level. We can help unlock profitability drivers, understand key business metrics, and think strategically about the future.
Industries We Work In
Traders Oak brings a wealth of experience and expertise to any transaction. Our relative expertise encompasses a vast array of industries including:
Business Services
Consumer & RETAIL
ENERGY
HEALTHCARE
Industrial
Manufacturing & DISTRIBUTION
Software
Technology
About
Ryan Irby
As the Founder and Managing Director of Traders Oak Capital Advisors, an independent boutique M&A advisory firm, Ryan Irby leads a team dedicated to delivering comprehensive services in buy-side and sell-side Quality of Earnings, Financial Due Diligence, transaction-readiness, and investment banking services and support. Our expertise extends to valuation and margin improvement analyses, catering to private equity investors and strategic buyers across diverse industries. We employ a meticulous, bottoms-up approach to financial statement analysis, focusing on isolating profitability drivers, examining gross margin and EBITDA fluctuations, and optimizing working capital mechanisms for M&A transactions. Additionally, we offer white-label Quality of Earnings services for larger firms facing bandwidth, staffing, or capacity challenges.
Ryan was born and raised in Fort Worth, TX, and after time away, is proud to raise his family back in Fort Worth. An avid sports fan, in his spare time Ryan enjoys coaching little league baseball and basketball, supporting Texas A&M University, and a round of golf, though he isn’t any good. Ryan and his wife Heather are proud parents of three children.
What is the “Traders Oak”?
Traders Oak Capital Advisors
3904 Inwood
Fort Worth, TX 76109
Contact Us
Call: 817-846-8307
Email: ryan@tradersoak.com
Copyright© 2025 Traders Oak Capital Advisors. All rights reserved.
Privacy Policy | Terms & Conditions
Copyright© 2025 Traders Oak Capital Advisors. All rights reserved.
Privacy Policy | Terms & Conditions