BOK Financial

Founded in 1910, BOK Financial is a regional financial services company headquartered in Tulsa, Oklahoma. It offers a wide range of products and services to consumers and businesses through its subsidiaries, including banking, investment management, mortgage banking, cash management, brokerage, and trading services.

Carrie Porter

Chief Operations and Administrative Officer

Victoria Ungashick

Senior Vice President, Private Wealth Market Executive

10 past transactions

Vaquero Midstream

Debt Financing in 2025
Vaquero Midstream, LLC is a company based in The Woodlands, Texas, that specializes in designing, building, and operating midstream infrastructure for oil and gas producers. It offers a comprehensive range of midstream services, including gas gathering, treating, processing, compression, liquids handling, and transmission. Vaquero Midstream primarily focuses on opportunities in Central and Southern Oklahoma, West Texas, Southeast New Mexico, and East Texas, aiming to create value for producers by developing quality assets and establishing mutually beneficial agreements.

AAON

Post in 2024
AAON is a manufacturer of heating, ventilation, and air conditioning equipment. It specializes in rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, and other HVAC systems. The company focuses on providing energy-efficient solutions, including LED lighting fixtures.

Kolibri Global Energy

Post in 2024
Kolibri Global Energy is an energy company focused on exploration, development, production, and marketing of oil and gas. It primarily operates in North America, with a significant presence in Oklahoma's Tishomingo Field. The company owns approximately 17,391 net acres of shale oil acreage in the Caney/Upper Sycamore formations.

Kraken Oil & Gas

Debt Financing in 2020
Kraken Oil & Gas LLC is an oil and gas exploration and production company based in Houston, Texas. Established in 2012, it concentrates on developing drilling opportunities within the Williston Basin, specifically targeting the Bakken Shale play in Montana and North Dakota. The company aims to leverage its expertise in the prolific Bakken formation to identify and capitalize on new projects, enhancing energy production in the region. Through strategic exploration efforts, Kraken Oil & Gas seeks to contribute to the growing energy sector while ensuring efficient resource management.

CoBiz Financial

Acquisition in 2018
CoBiz Financial, a bank holding company based in Denver, Colorado, operates Colorado Business Bank, N.A., a full-service commercial banking institution with five branches in the Denver metropolitan area. With a focus on providing banking services to businesses, CoBiz Financial offers a range of financial products and services to support the financial needs of its commercial clients. Headquartered in Denver, the company serves the local community with a network of branches strategically located throughout the metropolitan area. By offering personalized service and tailored financial solutions, CoBiz Financial aims to help businesses thrive and grow in the competitive marketplace.

DME Express

Debt Financing in 2016
DME Express is a distributor of durable medical equipment serving hospices and nursing facilities. Founded more than a decade ago, the company focuses on providing high-quality equipment and service at competitive prices to meet the needs of hospices and nursing facilities. The leadership brings over a century of combined experience in hospice and facility care, supporting a deep understanding of customers' requirements. Since 2006 the company has expanded across its service areas to become a provider of choice in its markets. DME Express offers a range of equipment including bed frames, bathroom safety products, mattresses, oxygen and respiratory devices, wheelchairs, and patient lifts, backed by proprietary technology and a commitment to attentive customer service.

Mobank

Acquisition in 2016
Mobank is a privately held company offers personal and commercial banking services.

MBM Advisors

Acquisition in 2014
MBM Advisors is a comprehensive retirement and pension plan investment firm, registered with the U.S. Securities and Exchange Commission as an investment adviser. They specialize in providing tailored investment advisory services, along with pension administration and consulting services. Their expertise lies in designing, administering, managing investments for, and communicating about retirement plans, catering to diverse client needs.

GTrust Corp

Acquisition in 2013
GTRUST was founded in 1991 as an employee owned and operated organization specializing in trust and asset management services. Since the beginning, our premise has been straightforward – find the right investment solution for each client one by one.

The Milestone Group

Acquisition in 2012
The Milestone Group, Inc. is an employee-owned investment management firm based in Denver, Colorado, with additional offices in Dallas, Fort Worth, and Austin, Texas. Founded in 1996, the company specializes in providing wealth management services primarily to high net worth individuals. Its offerings include stock option planning and analysis, charitable gift planning, education funding analysis, and employer benefit analysis and planning. The firm manages a range of accounts, including those for individuals, pension and profit-sharing plans, charitable organizations, institutional investors, and corporations. The Milestone Group focuses on managing separate client-focused equity and fixed income portfolios, investing primarily in the public equity and fixed income markets of the United States.
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