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Energy Investment Banking

Right Partner. Right Structure. Right Time.

Serving the oil and gas industry with unparalleled technical expertise and execution in A&D and capital advisory services.

Whether you’re acquiring or selling assets, restructuring existing debt, or raising capital, you need an experienced professional you can trust. BOK Financial Securities provides advisory services to upstream and midstream companies in the oil and gas industry.

Let our financial professionals and technical team work tirelessly to design unique and creative solutions for achieving your goals.

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Our services

A&D Advisory

Sell-side divestment advisor focused on upstream and midstream offerings.

Experienced in closing transactions in all major U.S. basins with an execution rate of 95% since 2016.

Unparalleled data preparation and virtual data room management.
Capital Advisory

Successful track record in sourcing development capital.

Extensive network of alternative capital providers.

Company and project financing.
Valuation and Consulting

Valuation assessments for acquisitions, divestments, intra-fund transfers, and strategic planning.

Company and project level upstream engineering.

Mapping services.

Track record

Sale of Non-Operated Gulf Coast LA Properties
Exclusive Financial Advisor
September 2024
Sale of Operated Williston Basin Properties
Exclusive Financial Advisor
July 2024
Sale of Operated
Eagle Ford Properties
Exclusive Financial Advisor
May 2024
Sale of SCOOP / STACK
Non-Operated WI Properties
Exclusive Financial Advisor
February 2024
Acquisition of Operated Permian Basin Properties
Exclusive Financial Advisor
November 2023
Sale of Operated & Non-Operated NW Oklahoma Properties
Exclusive Financial Advisor
September 2023
Sale of Operated Eagle Ford & Midstream Pipeline Properties
Exclusive Financial Advisor
September 2023
Sale of Operated Williston Basin Properties
Exclusive Financial Advisor
July 2023
Sale of Non-Operated Bakken / Three Forks Properties
Exclusive Financial Advisor
May 2023
Sale of Non-Operated Eagle Ford Properties
Exclusive Financial Advisor
January 2023
Sale of Operated Eastern Shelf Leasehold
Exclusive Financial Advisor
September 2022
Sale of Operated Mississippi Properties
Exclusive Financial Advisor
September 2022
Sale of Gulf Coast Non-Operated Waterflood Properties (Mississippi)
Exclusive Financial Advisor
May 2022
Sale of DJ Basin Overriding Royalty and Mineral Interests
Exclusive Financial Advisor
May 2022
Sale of East Texas Operated Conventional Properties
Exclusive Financial Advisor
March 2022
Sale of Operated and Non-Operated Oklahoma and Texas Properties
Exclusive Financial Advisor
March 2022
Sale of Operated Eastern Shelf Properties
Exclusive Financial Advisor
February 2022
Sale of Operated and Non-Operated Wyoming Properties
Exclusive Financial Advisor
December 2021
Sale of Multi-Basin Operated and Non-Operated Properties
Exclusive Financial Advisor
September 2021
Sale of Operated Oklahoma Waterflood Properties
Exclusive Financial Advisor
August 2021
Sale of Non-Operated Bakken / Three Forks Properties
Exclusive Financial Advisor
June 2021
Sale of DJ Basin, Williston Basin, and Haynesville Shale Minerals
Exclusive Financial Advisor
June 2021
Sale of Permian Basin Minerals
Exclusive Financial Advisor
May 2021
Sale of Operated Kansas Properties
Exclusive Financial Advisor
May 2021
Sale of Midland Basin Mineral and Royalty Interests
Exclusive Financial Advisor
June 2020
Sale of Operated Conventional Properties in Northern Oklahoma
Exclusive Financial Advisor
April 2020
Sale of Non-Operated WI Midland Basin Properties
Exclusive Financial Advisor
April 2020

Let us put our expertise to work for you

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Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Investment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.