OUR FIRM

OUR FIRM

OUR FIRM

Institutional Advisory Rooted in Operator Experience

Who we are

Who we are

We bring senior attention, execution clarity, and domain leverage to capital transactions in deregulated energy markets.

25+

Retail Energy Mandates Led

25+

Retail Energy Mandates Led

$1B+

Represented in Transaction Value

$1B+

Represented in Transaction Value

How We Operate

How We Operate

1.

Institutional Discipline

Our approach combines institutional discipline with direct market access. We lead controlled processes that create competitive tension, preserve confidentiality, and deliver certainty of execution across both buy-side and sell-side mandates.

1.

Institutional Discipline

1.

Institutional Discipline

2.

Strategic Framework

2.

Strategic Framework

2.

Strategic Framework

3.

Decisive Execution

3.

Decisive Execution

3.

Decisive Execution

4.

Outcome Alignment

4.

Outcome Alignment

4.

Outcome Alignment

SELECTED TRANSACTIONS

Approved Energy

2025 | Sell-Side M&A

Ochsner Interests acted as exclusive financial advisor to a cash-generative, two-pronged energy platform with a scalable model and defensible margin profile. The Company operates an ERCOT retail energy provider serving commercial and industrial customers and a wholesale power business active across PJM, MISO, and ISO-NE. Margin is driven by active position management, structural volatility, and bilateral optimization. The platform operates under institutional ownership with professionalized controls and processes.

ROLE: Exclusive Financial Advisory

Transaction: Strategic Sale of Institutional Energy Platform

01 / 06

SELECTED TRANSACTIONS

Approved Energy

2025 | Sell-Side M&A

Ochsner Interests acted as exclusive financial advisor to a cash-generative, two-pronged energy platform with a scalable model and defensible margin profile. The Company operates an ERCOT retail energy provider serving commercial and industrial customers and a wholesale power business active across PJM, MISO, and ISO-NE. Margin is driven by active position management, structural volatility, and bilateral optimization. The platform operates under institutional ownership with professionalized controls and processes.

ROLE: Exclusive Financial Advisory

Transaction: Strategic Sale of Institutional Energy Platform

01 / 06

SELECTED TRANSACTIONS

Approved Energy

2025 | Sell-Side M&A

Ochsner Interests acted as exclusive financial advisor to a cash-generative, two-pronged energy platform with a scalable model and defensible margin profile. The Company operates an ERCOT retail energy provider serving commercial and industrial customers and a wholesale power business active across PJM, MISO, and ISO-NE. Margin is driven by active position management, structural volatility, and bilateral optimization. The platform operates under institutional ownership with professionalized controls and processes.

ROLE: Exclusive Financial Advisory

Transaction: Strategic Sale of Institutional Energy Platform

01 / 06

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.