Strategic pre-acquisition analysis designed to safeguard capital deployment and strengthen investment outcomes. Our due diligence workflows combine comprehensive title verification, asset-level validation, and actionable risk assessment to ensure informed acquisition decisions with measurable financial protection.
Whether evaluating minerals, leasehold interests, non-op positions, working interests, or blended portfolios, our approach delivers clarity, accuracy, and context—reducing uncertainty and supporting confident transaction execution.
Technical Scope:
• Portfolio-Level Title Examination: Multi-tract review confirming chain-of-title integrity, vesting accuracy, and document completeness across complex asset groups.
• Ownership Verification & Fractional Validation: Detailed calculations confirming net mineral acres, royalty decimals, allocation splits, and severance structures.
• Critical Defect Identification: Detection of structural issues including chain breaks, document gaps, conflicting assignments, heirship exposures, and unresolved probate dependencies.
• Risk Quantification & Acquisition Strategy: Categorized severity scoring with financial impact insight, curative options, and restructuring recommendations aligned with transaction goals.
• Forward Exposure Analysis (Optional): Evaluation of production sustainability, leasehold HBP status, unit participation, and development trajectory to inform pricing, reserves, and long-term valuation.
• Documentation Packages: Organized source files, abstracts, title notes, interest schedules, and support records prepared for downstream legal and operational use.
Representative Engagement:
During a North Dakota mineral asset evaluation, examination revealed a missing source deed that resulted in a break in chain of title and created potential title failure at the point of acquisition. The transaction was restructured based on our findings, protecting an estimated $500,000+ in potential capital exposure and preventing downstream curative expense.
Value Impact:
Clients leverage due diligence results to:
• strengthen negotiation leverage
• confirm pricing accuracy and upside potential
• eliminate acquisition-stage title uncertainty
• prevent hidden capital risk and future dispute exposure
• accelerate closing timelines with verified records
• support investment committee approval packages
Execution Timeline:
Typical delivery ranges from 7–14 days, depending on portfolio size, jurisdictional research requirements, and complexity of supporting documentation. Expedited timelines are available for competitive acquisition environments.
