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

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About us

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

25+

Retail Energy Mandates Led

$1B+

Represented in Transaction Value

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

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

$1B+

Represented in Transaction Value

$1B+

Represented in Transaction Value

What we do

Our specialties

Our specialties

01

Retail Energy M&A Advisory

Ochsner Interests advises on acquisitions, divestitures, and customer portfolio transactions across deregulated power and gas markets, with concentration in ERCOT retail energy.

Retail Energy M&A Advisory

gray and red metal tube

Retail Energy M&A Advisory

Ochsner Interests advises on acquisitions, divestitures, and customer portfolio transactions across deregulated power and gas markets, with concentration in ERCOT retail energy.

Retail Energy M&A Advisory

gray and red metal tube

01

Retail Energy M&A Advisory

Ochsner Interests advises on acquisitions, divestitures, and customer portfolio transactions across deregulated power and gas markets, with concentration in ERCOT retail energy.

Retail Energy M&A Advisory

gray and red metal tube

02

M&A Advisory

We advise founder-led firms, sponsors, and corporates on both buy- and sell-side mandates across ERCOT, PJM, and NYISO - applying institutional rigor to middle-market transactions, from full company sales to structured asset deals.

M&A Advisory

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M&A Advisory

We advise founder-led firms, sponsors, and corporates on both buy- and sell-side mandates across ERCOT, PJM, and NYISO - applying institutional rigor to middle-market transactions, from full company sales to structured asset deals.

M&A Advisory

Abstract angular architecture in blue and dark tones

02

M&A Advisory

We advise founder-led firms, sponsors, and corporates on both buy- and sell-side mandates across ERCOT, PJM, and NYISO - applying institutional rigor to middle-market transactions, from full company sales to structured asset deals.

M&A Advisory

Abstract angular architecture in blue and dark tones

03

Special Situations

We advise on distressed M&A, contested sales, and enforcement scenarios - creating leverage, preserving optionality, and managing visibility where legal, capital, and operational dynamics converge.

Special Situations

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Special Situations

We advise on distressed M&A, contested sales, and enforcement scenarios - creating leverage, preserving optionality, and managing visibility where legal, capital, and operational dynamics converge.

Special Situations

Abstract black-and-white geometric building facade

03

Special Situations

We advise on distressed M&A, contested sales, and enforcement scenarios - creating leverage, preserving optionality, and managing visibility where legal, capital, and operational dynamics converge.

Special Situations

Abstract black-and-white geometric building facade

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.

low angle photography of glass building

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.

low angle photography of glass building

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.

low angle photography of glass building

NOTABLE TRANSACTION

Exclusive financial advisor to Mercury Energy.

a Riverbend Energy portfolio company, in the sale of natural gas assets to LE Energy.

CLIENT: MERCURY ENERGY

01 / 03

NOTABLE TRANSACTION

Exclusive financial advisor to Mercury Energy.

a Riverbend Energy portfolio company, in the sale of natural gas assets to LE Energy.

CLIENT: MERCURY ENERGY

01 / 03

NOTABLE TRANSACTION

Exclusive financial advisor to Mercury Energy.

a Riverbend Energy portfolio company, in the sale of natural gas assets to LE Energy.

CLIENT: MERCURY ENERGY

01 / 03

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

Businessman in a navy suit smiling outdoors
Businessman in a navy suit smiling outdoors

SELECTED TRANSACTIONS

STAT Energy, LLC, a subsidiary of Wolverine Holdings

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 operated an ERCOT retail energy provider serving commercial and industrial customers and a wholesale power business active across PJM, MISO, and ISO-NE. Margin was driven by active position management, structural volatility, and bilateral optimization. The platform operated under institutional ownership with professionalized controls and processes.

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

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 operated an ERCOT retail energy provider serving commercial and industrial customers and a wholesale power business active across PJM, MISO, and ISO-NE. Margin was driven by active position management, structural volatility, and bilateral optimization. The platform operated under institutional ownership with professionalized controls and processes.

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

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 operated an ERCOT retail energy provider serving commercial and industrial customers and a wholesale power business active across PJM, MISO, and ISO-NE. Margin was driven by active position management, structural volatility, and bilateral optimization. The platform operated under institutional ownership with professionalized controls and processes.

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