BOK Financial Corporation

BOK Financial Corporation is a regional financial services company headquartered in Tulsa, Oklahoma, founded in 1910. The company provides a wide array of financial products and services to consumers and businesses through its various subsidiaries, including BOKF, BOSC, Cavanal Hill Investment Management, and The Milestone Group. BOKF operates the TransFund electronic funds network and has seven banking divisions: Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, and Colorado State Bank and Trust. The firm specializes in areas such as cash management, mortgage banking, and brokerage and trading services, catering primarily to middle-market and small businesses, as well as financial institutions and individual clients.

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 an industrial goods and services company specializing in the manufacture of heating, ventilation, and air conditioning (HVAC) equipment. The company produces a wide range of products, including rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. Aaon focuses on delivering cost-effective and energy-efficient solutions that enhance productivity in work environments. Its offerings primarily cater to the commercial and industrial sectors, addressing both new construction and replacement markets, predominantly in North America. In addition to its HVAC products, Aaon is committed to sustainability by replacing outdated incandescent and fluorescent lighting with modern LED fixtures.

Kolibri Global Energy

Post in 2024
Kolibri Global Energy Inc. is an energy company engaged in the exploration, development, production, and marketing of oil and gas resources. The company primarily produces crude oil, natural gas, and natural gas liquids, holding approximately 17,391 net acres of shale oil acreage in the Caney/Upper Sycamore formations of the Tishomingo Field in Oklahoma. As of the end of 2019, Kolibri's total proved reserves amounted to 33.4 million barrels of oil equivalent. Headquartered in Camarillo, California, Kolibri Global Energy was incorporated in 2008 and was formerly known as BNK Petroleum Inc. The company focuses on the acquisition and development of energy projects, utilizing its technical and operational expertise to explore new opportunities in both conventional and sustainable energy sectors. While primarily operating in the United States, it also has interests in Canada and other regions.

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 provider of durable medical equipment, established over ten years ago with a focus on serving hospices and nursing facilities. With a management team that boasts over 100 years of combined experience in the healthcare sector, the company understands the specific needs of these facilities. DME Express offers a wide range of medical equipment, including bed frames, bathroom safety products, mattresses, oxygen and respiratory devices, wheelchairs, and patient lifts. Committed to delivering high-quality equipment, the company also emphasizes exceptional customer service and proprietary technology, ensuring that it is always available to meet the needs of its patients. Over the years, DME Express has become a trusted provider in its service areas, recognized for its dedication to quality and affordability.

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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