Tag Archives: m&a

2Q21 is the busiest quarter for US E&P deal flow since we started keeping track of significant E&P M&A transactions in 2017. Not only are we already seeing new highs this quarter, but there are still three full weeks left in the quarter for bankers to add a few more …

On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… Login to see the full update… To read this update and receive …

Yes folks, it’s true… what you’ve heard…. the oilfield marketplace is a changing and the competitive landscape we’ve all gotten used to for the past decade or so could look very very VERY different a decade from now… Login to see the full update… To read this update and receive …

The Devon / WPX deal continues the theme of Lower 48 E&P consolidation and creates the fourth largest unconventional oil producer in the US (only behind Oxy, Conoco and EOG). In the sections below, we provide some customer behavior context for the Devon / WPX merger – viewing the big …

A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …

As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… Login to see the full update… To read this update and receive our research newsletters, you must be …

Three quick datapoints worth flagging this morning that didn’t give us quite enough content for full-bore research updates but are notable none-the-less: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we …

We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …