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A&D Advisory

A complete suite of A&D and advisory services

Today, BOK Financial Securities Energy Investment Banking provides a comprehensive offering of A&D, valuation and capital advisory services to the energy middle market. Our financial professionals and technical team work with you to design unique and creative solutions for achieving your goals.

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BOK Financial Energy Group A&D Advisory

How can we help?

Our fully integrated energy investment bank aims to serve the oil and gas industry with unparalleled technical expertise and knowledge. We pride ourselves in providing an array of solutions fueled by our commitment to success. Our expertise includes:

  • Upstream and midstream divestment advisor services focused on offerings of up to $300 million.
  • Closing transactions in all major U.S. basins with an execution rate greater than 90%.
  • Meticulous data preparation and virtual data room management.


Meet the energy investment banking team


The BOK Financial Securities Energy Investment team takes pride in our skills and knowledge. With an energy banking portfolio that spans the U.S., we continually work to develop innovative solutions to maximize our clients’ success.

Let's connect
Jason Reimbold

Jason Reimbold

Senior Managing Director

Dallas
T: 214-525-7678
jreimbold@bokf.com

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Christina Stellar

Christina Stellar

Managing Director

Houston
T: 713-470-5465
cstellar@bokf.com

 

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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.