AI-Powered Deal Screening and Valuation for Energy M&A
Transform raw deal teasers into structured, decision-ready intelligence in under five minutes. Upload a PDF and shapefile and get KPI extraction, valuation benchmarking against 35,000+ M&A comps, strategic fit scoring and a clear recommendation. All on Enverus ONE™.
A single teaser review — pulling production data, running comps, validating seller claims, building a screening memo — takes 4–8 hours across multiple tools. When 5–10 teasers arrive in a week, good opportunities get missed because they were sixth in the queue.
Deal teams can’t manually screen every inbound package at the pace M&A markets demand. Opportunities go stale.
Teasers are marketing documents. Without immediate access to independent data, teams take seller narratives at face value.
Comp pulls from one tool, production lookups from another, fit assessments in email threads — nothing is traceable.
Generic AI guesses at data and moves on. Deal Screener confidence-scores every KPI so your team knows what to trust.
Deal Screener replaces fragmented, multi-tool screening with a single agentic workflow — from raw teaser to board-ready recommendation.
Drag-and-drop deal teaser PDFs and shapefiles. Batch process 5–6 deals simultaneously. Text-native and scanned documents supported via OCR.
AI classifies deal type — Asset, Corporate, or Royalty — and pulls every available KPI with confidence scoring: HIGH, LOW, or NEEDS VERIFICATION.
Strategic fit scoring across 5 buyer-configured dimensions. Enverus-powered valuation benchmarking. Gap analysis between seller claims and market data.
A clear STRONG FIT / MODERATE FIT / WEAK FIT / NO-GO recommendation. Ranked diligence checklist and flagged risks — saved to your Library.
Cross-references seller claims against 35,000+ M&A transactions, daily-refresh production data, and type curve libraries. For midstream targets, connects production trends, basin exit dynamics, and pipeline utilization. The output is an independent market view — not a teaser summary.
Adjusts screening logic, comp methodology, and valuation benchmarks based on deal type. Adapts to upstream and midstream targets through the same workflow — Asset, Corporate, or Royalty.
Every extracted data point is tagged HIGH, LOW, or NEEDS VERIFICATION. Low-confidence items route to the diligence checklist, not silent assumptions. Critical for IC governance and bid processes that require auditability.
Produces an NAV comparing Enverus View to Seller View, with automatic gap analysis showing where the two diverge. No manual scenario configuration required — surfaces the risk in minutes.
Process 5–6 deals simultaneously with equal depth. One batch summary report across all active opportunities — compare upstream packages against midstream alternatives in the same view.
Built on the Enverus ONE security foundation — SOC II compliant with isolated tenancy. Your proprietary deal documents never touch public models. Role-based access controls ensure the right teams see the right deals.
What previously required 4–8 hours of analyst time across multiple tools is completed in a single agentic workflow — from upload to decision-ready output.
Batch process deals simultaneously. Screen at the pace opportunities arrive instead of triaging by gut.
Every saved run records teaser version, weights applied, comps used, and confidence scores. IC-ready from the moment the report is generated.
AD
Screen more inbound deals per week without adding headcount. Eliminate shadow spreadsheets and inconsistent comp pulls. Get to PASS/FAIL on upstream packages in minutes, not days.
“We were sixth-in-queue on a deal we should have been first on. That doesn’t happen when screening takes five minutes.”
MS
Evaluate gathering system bolt-ons, pipeline acquisitions, and processing plant opportunities against basin production trends and utilization data. Validate seller throughput claims before committing capital.
“Throughput claims in teasers are aspirational at best. Now I can see the gap between what they say and what the basin shows.”
PE
Stress-test seller claims against market data during initial screen. Compress time from teaser receipt to investment committee memo. Screen upstream and midstream targets through the same auditable workflow.
“We went from triaging by gut to screening everything that comes in. The IC memo practically writes itself.”
IB
Rapidly assess deal viability across sectors for clients. Deliver data-backed screening memos anchored in Enverus market intelligence that hold up under scrutiny from buyers and lenders alike.
“Clients expect the screening memo the same week they send the teaser. Deal Screener makes that possible.”
Security is not a feature — it’s the foundation. Enverus ONE is built for high-consequence energy transactions, and Deal Screener is no exception.