Shari Overstreet

Shari Overstreet is a finance, accounting, valuation, and M&A professional based in the Austin, Texas area. Her current public profile lists her with CAPIGENT GROUP, where Startup Grind identified her as a Founding Principal and CAPIGENT’s LinkedIn page describes the firm as a valuation and M&A advisory firm focused on M&A-related valuations.

Before CAPIGENT, Overstreet was a Managing Director in The McLean Group’s Austin office. A McLean Group bio described her as having more than 25 years of financial, accounting, business valuation, and M&A experience, including business valuations for Austin-based companies, many of them technology companies. Earlier McLean materials listed her Austin office contact as Shari Overstreet, CPA/ABV, CVA, CM&AA.

Her earlier career included audit and tax work at regional and national accounting firms, independent consulting for clients including Coopers & Lybrand, finance work at a large gas distribution company during a major restructuring, financial planning and divisional controller work at a publicly traded NASDAQ company, and a director of finance, administration, and operations role at a publicly traded videoconferencing-systems company.

Overstreet holds a BBA with a finance concentration from the University of Texas at Austin. Public bios and profiles list credentials including CPA, Accredited in Business Valuation (ABV), Certified Valuation Analyst (CVA), Certified M&A Advisor (CM&AA), and FINRA Series 63 and 79 registrations.

• No formal public investment thesis or check-size statement was found in the sources reviewed.
• Public activity suggests a focus on companies where financial diligence, valuation, M&A readiness, and quality of earnings are important. In a 2026 LinkedIn post, Overstreet wrote that TradeGaugeAI is building “AI-powered financial intelligence for M&A” to help users get an earlier read on earnings quality, cash conversion, and deal drivers.
• Startup Grind Austin listed Overstreet among judges for Startup Mania 2026, a March 11, 2026 pitch competition for 64 startups. The event page/search result described the competition as focused on Seed and Series A founders and confirmed CAPIGENT GROUP among participating investor organizations.
• Her McLean Group bio specifically tied her valuation work to Austin-based companies, “most of which are technology based,” and described her as a speaker on M&A, capital formation, and business valuation.