BOK Financial Capital Corporation

BOK Financial Capital Corporation is part of BOK Financial, a top 25 U.S.-based bank*. We make direct investments of private equity and junior debt in middle-market companies within or near the BOK Financial footprint, which includes Arizona, Arkansas, Colorado, Kansas, Missouri, New Mexico, Oklahoma and Texas.

We understand that you’re looking for a partner with integrity, who is as dedicated to your objectives as you are. That’s why our team is committed to being a different kind of partner. We offer creative capital solutions to help you take your company to the next level.

Solutions

  • Flexible growth capital for acquisitions and capital expenditures
  • Management-led buyouts (minority/majority)
  • Generational transitions
  • Non-management shareholder recapitalizations

Partnership Advantages

Investment Criteria

Select Investments

Growth Capital and Partnership

Mid-sized collision repair operation

Objective: Partial liquidity, support for developing the business and access to growth capital for expansion.

Solution: Minority equity investment. Allowed founder to obtain assistance of a partner while maintaining control. Follow-on equity investment funded acquisitions of existing repair facilities and construction of new repair centers.

Growth Capital and Partnership

Senior housing business predominately owned by a single owner/operator

Objective: Consolidate multiple credit facilities, purchase minority ownership interests and lease operations to a third party.

Solution: Provided subordinated junior debt to fund the repurchase of minority shareholder interests.

Growth Capital and Partnership

Manufacturer and marketer of portable oxygen equipment

Objective: Fund product development and market expansion.

Solution: Minority equity investment allowed ownership to obtain assistance from a strategic financial partner.

MBO and Partnership

Repair station for general aviation aircraft engine accessories and components

Objective: Partner with management team and founder to purchase business from a private equity firm.

Solution: Combination of majority equity investment and subordinated junior debt. Investment allowed founder and president to re-engage in operations with new capital partner. Subordinated junior debt provided flexible growth capital.

Growth Capital

Outpatient medical imaging provider

Objective: Finance acquisitions, and construction of new outpatient imaging centers.

Solution: Subordinated junior debt financed construction costs for new imaging centers and acquisition of additional facilities. Lack of principal amortization provided flexible, non-dilutive growth capital with limited cash pay obligations.

Recapitalize and Provide Growth Capital

Marketer and supplier of proprietary waffle mix to hotels, restaurants, and universities

Objective: Partial liquidity for existing shareholders, assistance in management transition and development.

Solution: Combination of equity investment and subordinated junior debt. Worked with President to find replacement and capitalize on near-term growth opportunities.

Let’s Start A Conversation

  • Is there a benefit in selling a partial interest in your business as a tax strategy or for personal wealth diversification?
  • Do you see any growth or acquisition opportunities in the next 12 months?
  • Are there short term or long term benefits to having a capital partner?
  • What is your business succession plan? Have you thought about grooming a future leadership team?