Strategic M&A For Retail Energy

Strategic M&A For Retail Energy

Ochsner Interests advises energy and infrastructure companies on M&A, divestitures, and credit-sensitive transactions in deregulated markets.

Ochsner Interests advises energy and infrastructure companies on M&A, divestitures, and credit-sensitive transactions in deregulated markets.

ABOUT US

ABOUT US

About us

About us

About us

Ochsner Interests is an investment bank advising institutional and strategic clients on mergers, acquisitions, and capital transactions across deregulated energy and renewables.

We operate with discretion, senior-level continuity, and process control designed to deliver clarity and transactional certainty.

25+

Retail Energy Mandates Led

25+

Retail Energy Mandates Led

25+

Retail Energy Mandates Led

$1B+

Represented in Transaction Value

$1B+

Represented in Transaction Value

$1B+

Represented in Transaction Value

What we do

Our specialties

Our specialties

Our specialties

Our values

Our values

Our values

Our core values are the foundation of everything we do at Ochsner Interests.

Discipline
Discretion
Clarity
Discipline

We operate with rigorous execution discipline across every engagement. From initial mandate through closing, our focus is on reducing friction, maximizing certainty, and aligning process with client priorities.

Our core values are the foundation of everything we do at Ochsner Interests.

Discipline
Discretion
Clarity
Discipline

We operate with rigorous execution discipline across every engagement. From initial mandate through closing, our focus is on reducing friction, maximizing certainty, and aligning process with client priorities.

Our core values are the foundation of everything we do at Ochsner Interests.

Discipline
Discretion
Clarity
Discipline

We operate with rigorous execution discipline across every engagement. From initial mandate through closing, our focus is on reducing friction, maximizing certainty, and aligning process with client priorities.

Why Ochsner?

Why Ochsner?

Why Ochsner?

"At Ochsner Interests, we operate with discretion, discipline, and precision. Our role is to create clarity where others see complexity and to lead transactions with the conviction, care, and senior-level attention they demand."

Preston Ochsner

Founder & CEO

Selected Transactions

Approved Energy

2025 | Sell-Side M&A

Ochsner Interests advised Approved Energy on the divestiture of its New York and PJM retail power customer portfolio to an undisclosed strategic acquirer. The transaction closed on March 1, 2025.

Role: Exclusive Financial Advisory

Transaction: Sale of Power Customer Book

Ochsner Interests advised Approved Energy on the sale of its retail natural gas book, completing a staged exit strategy across multiple geographies. The transaction closed on July 1, 2024, and involved customized structuring to resolve collateral obligations and credit exposure.

Alexandra Pierce

Business Owner

Ochsner Interests advised on the sale of Realgy’s Illinois customer portfolio. The transaction closed on July 21, 2023.

Michael Thompson

Entrepreneur

Ochsner Interests served as exclusive advisor to Robison Energy on the sale of select non-core assets as part of a broader repositioning strategy. The transaction closed on June 7, 2023.

Samantha Klein

Marketing Professional

Ochsner Interests provided exclusive advisory services to Mercury Energy in connection with asset valuation and select divestiture planning. Engagement completed in 2023.

David Lewis

Startup Founder

Approved Energy

2025 | Sell-Side M&A

Ochsner Interests advised Approved Energy on the divestiture of its New York and PJM retail power customer portfolio to an undisclosed strategic acquirer. The transaction closed on March 1, 2025.

Role: Exclusive Financial Advisory

Transaction: Sale of Power Customer Book

Ochsner Interests advised Approved Energy on the sale of its retail natural gas book, completing a staged exit strategy across multiple geographies. The transaction closed on July 1, 2024, and involved customized structuring to resolve collateral obligations and credit exposure.

Alexandra Pierce

Business Owner

Ochsner Interests advised on the sale of Realgy’s Illinois customer portfolio. The transaction closed on July 21, 2023.

Michael Thompson

Entrepreneur

Ochsner Interests served as exclusive advisor to Robison Energy on the sale of select non-core assets as part of a broader repositioning strategy. The transaction closed on June 7, 2023.

Samantha Klein

Marketing Professional

Ochsner Interests provided exclusive advisory services to Mercury Energy in connection with asset valuation and select divestiture planning. Engagement completed in 2023.

David Lewis

Startup Founder

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CLIENT:

Approved Energy

2025 | Sell-Side M&A

Ochsner Interests advised Approved Energy on the divestiture of its New York and PJM retail power customer portfolio to an undisclosed strategic acquirer.

The transaction closed on March 1, 2025.

ROLE:

Exclusive Financial Advisor

TRANSACTION:

Sale of Power Customer Book

01

02

03

04

05

06

CLIENT:

Approved Energy

2025 | Sell-Side M&A

Ochsner Interests advised Approved Energy on the divestiture of its New York and PJM retail power customer portfolio to an undisclosed strategic acquirer.

The transaction closed on March 1, 2025.

ROLE:

Exclusive Financial Advisor

TRANSACTION:

Sale of Power Customer Book

Select Transactions

Man
Man
Architecture
Logo

Discuss A Transaction With Our Senior Team

Architecture
Logo

Discuss A Transaction With Our Senior Team

Architecture

Discuss A Transaction With Our Senior Team

Ochsner Interests, Inc. is an investment bank headquartered in Texas. This website is provided for informational purposes only and does not constitute an offer, solicitation, or recommendation to engage in any transaction. The material presented does not constitute legal, tax, or investment advice, and should not be relied upon for such purposes. Any case studies or examples are illustrative and do not represent specific client outcomes. While we strive to ensure accuracy, no representation or warranty is made regarding the completeness or accuracy of the information contained herein. Submission of information through this site does not create any advisory or confidential relationship. Use of this website is subject to our Terms of Use and Privacy Policy.

© 2025 Ochsner Interests Inc.

All Rights Reserved.

Ochsner Interests, Inc. is an investment bank headquartered in Texas. This website is provided for informational purposes only and does not constitute an offer, solicitation, or recommendation to engage in any transaction. The material presented does not constitute legal, tax, or investment advice, and should not be relied upon for such purposes. Any case studies or examples are illustrative and do not represent specific client outcomes. While we strive to ensure accuracy, no representation or warranty is made regarding the completeness or accuracy of the information contained herein. Submission of information through this site does not create any advisory or confidential relationship. Use of this website is subject to our Terms of Use and Privacy Policy.

© 2025 Ochsner Interests Inc.

All Rights Reserved.

Ochsner Interests, Inc. is an investment bank headquartered in Texas. This website is provided for informational purposes only and does not constitute an offer, solicitation, or recommendation to engage in any transaction. The material presented does not constitute legal, tax, or investment advice, and should not be relied upon for such purposes. Any case studies or examples are illustrative and do not represent specific client outcomes. While we strive to ensure accuracy, no representation or warranty is made regarding the completeness or accuracy of the information contained herein. Submission of information through this site does not create any advisory or confidential relationship. Use of this website is subject to our Terms of Use and Privacy Policy.

© 2025 Ochsner Interests Inc.

All Rights Reserved.