Due Diligence Underpinning $825 Million USD Transaction

Due diligence support for one of the world’s largest private equity firms delivered in the format of a Competent Person’s Report (CPR) to facilitate reserves-based lending

Project Highlights

  • Critical due diligence support for one of the world’s largest private equity firms
  • Short fuse, high impact analysis highlighting potential red flags, reserves, resources and values
  • Over 250 million barrels of oil equivalent gross reserves (2P estimate)
  • Financing secured and transaction signed for total consideration of approximately $825 Million USD
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Challenges:

Time sensitive due diligence process requiring comprehensive assessment of dozens of producing fields, with production types ranging from conventional oil and gas to enhanced oil recovery schemes including waterflooding and thermal heavy oil recovery

Independent third-party assessment requested by lending syndicate to be delivered in the format of a Competent Person’s Report (CPR) to facilitate reserves-based lending

Range of asset maturities requiring multidisciplinary expertise: geophysical, petrophysical, geological, and engineering

Solutions:

Due diligence support conducted in two phases: initial red flag review identifying potential issues and items requiring further investigation, followed by an in-depth evaluation process documented in a CPR

Sproule ERCE’s regional experience, streamlined evaluation processes, and software proficiencies enabled efficient assessment of the acquisition target

Leveraging its global footprint, Sproule ERCE utilized a 12-person team from offices in Calgary, Mexico City, Bakersfield, and The Hague to meet the demanding timing and expertise requirements

Values:

Reliably delivered red flag review, reserves CPR, and resource summary on-time and on-budget, supporting smooth and efficient transition between due diligence phases

Facilitated multiple presentations to potential lenders, addressing specific inquiries and providing expert insight into evaluation methodologies, reserves (volumes, values and definitions) and production operations

Sproule ERCE’s advisory services and CPR were integral in providing the assurance necessary to secure financing and execute the acquisition