OUR FIRM

Institutional Advisory Rooted in Operator Experience

Low-angle view of a modern dark glass office tower

Who we are

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

25+

Retail Energy Mandates Led

$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

3.

Decisive Execution

4.

Outcome Alignment

SELECTED TRANSACTIONS

STAT Energy, LLC, a subsidiary of Wolverine Holdings

2025 | Sell-Side M&A

Exclusive financial advisor to STAT Energy (Wolverine Holdings) on the sale of its ERCOT retail electricity customer portfolio to Spark HoldCo (Via Renewables).

ROLE: Exclusive Financial Advisory

Transaction: Strategic Sale of Institutional Energy Platform

01 / 06

SELECTED TRANSACTIONS

STAT Energy, LLC, a subsidiary of Wolverine Holdings

2025 | Sell-Side M&A

Exclusive financial advisor to STAT Energy (Wolverine Holdings) on the sale of its ERCOT retail electricity customer portfolio to Spark HoldCo (Via Renewables).

ROLE: Exclusive Financial Advisory

Transaction: Strategic Sale of Institutional Energy Platform

01 / 06

SELECTED TRANSACTIONS

STAT Energy, LLC, a subsidiary of Wolverine Holdings

2025 | Sell-Side M&A

Exclusive financial advisor to STAT Energy (Wolverine Holdings) on the sale of its ERCOT retail electricity customer portfolio to Spark HoldCo (Via Renewables).

ROLE: Exclusive Financial Advisory

Transaction: Strategic Sale of Institutional Energy Platform

01 / 06

Architecture
Ochsner Interests logo

Discuss a transaction with our senior team

Architecture
Ochsner Interests logo

Discuss a transaction with our senior team

Architecture

Discuss a transaction with our senior team