Transaction Research

IHS Herold Transaction Research enables you to:

• Conduct unbiased company assessments
• Value energy assets on the market
• Perform competitor peer group analysis
• Manage resources more effectively
• Receive a third-party, independent valuation of M&A and divestiture transactions
• Expand your portfolio and value company candidates
• Discover business opportunities and mitigate risk
• Stay apprised of key significant energy asset transactions, industry trends and developments

Transaction valuation analysis provides clients with critical independent transaction valuations and insight into the energy industry’s dynamic merger, acquisition and divestiture marketplace. The analysis delivers access to proprietary deal pricing metrics and benchmarks that stem from IHS standardized methodology and analyst expertise.

Deal Sheet

• Detailed financial and operational analysis of an individual transaction that includes all key deal information and deal pricing metrics based on IHS insight on valuation. Transaction data and valuation components include: buyer, seller, advisors, announcement date, deal type, deal location, key segments, key assets, commodity prices, operational data/valuations and deal summary.

M&A Alert

• Email alerts featuring in-depth, comparable deal analysis and key implications on all significant global transactions

The global energy M&A analysis delivers critical forward-looking insights on the global upstream transaction market, including independent valuation analysis and the implications of key industry trends covering the upstream merger, acquisition and divestiture marketplace on a monthly, quarterly and annual basis.

Monthly Upstream Perspectives

• Easy-to-follow PowerPoint presentations identifying key trends and implications from recent global M&A activity.

Quarterly Review

• Provides aggregated transaction activity analysis, key valuation metrics and general M&A trend analysis for all sectors of the energy market including upstream, midstream, downstream, oil field service, coal, power and alternative energy.

Global Upstream M&A Review

• Industry-best annual study providing critical historical and forward-looking valuation and trend analysis on the global upstream merger, acquisition and divestiture marketplace. IHS Herold senior analysts highlight emerging trends, key market valuation measures and shifts in international M&A capital allocation, including transaction value, deal count, transacted reserve volumes and deal pricing. The study is accompanied by a companion supplement of key statistical data, trend charts and graphs.

SEAM provides pre-deal valuation analysis and insight into larger energy assets and companies for sale, rumored to be for sale or otherwise to be in play. This critical market-based insight is delivered by leveraging a combination of IHS Herold products and valuation methodologies, IHS tools, databases, field and reserve data and geological expertise.

SEAM Alerts

• Email alerts featuring valuations of assets on the market worth $100MM or more, based on comparable transactions.

Perspective

• Commentary and insight on breaking news about global upstream assets on the markets.

As part of the overall Transaction Valuation Research service, you will have access to a continuously updated online database. The database provides unparalleled data with 24-hour access to individual deal analysis on more than 30,000 energy industry transactions over the past twenty years benchmarked against commodity prices and featuring key M&A marketplace valuation metrics for all global regions.

In addition to the database, you will have access to the deal activity and deal pricing valuation tables. This is a tool used to identify key M&A marketplace valuation metrics for all global regions.

Accuracy

Situation:
Based on up-to-date market activity and deal pricing, an investment bank advises a client involved in a major acquisition.

What We Did:
Our M&A research team constantly updates the IHS Herold M&A database with the latest deal valuations. With up-to-date market activity and deal pricing, the bank advised its client of a recent change in market valuations. Based on comparable transactions, the bank’s recommendations resulted in a valuable asset purchase that saved its client money.

Outcome:
The investment bank saved its client approximately 10% in investment dollars by using IHS Herold M&A research tools.

Comprehensive

Situation:
Local investment bank with little experience in global energy transactions wins new national oil company client because of its regional market intelligence.

What We Did:
Our IHS M&A research team creates a snapshot of all global energy markets and provides critical insight about regional activity and deal pricing. The bank used our comprehensive database, coupled with our industry insight, to learn quickly about South American energy trends. Based on its depth of knowledge, the local bank confirmed its credibility to win the national oil company’s business.

Outcome:
The local bank was able to beat out global competitors because it used IHS Herold M&A tools to gain an in-depth understanding of global and regional markets. 

Accountability

Situation:
An integrated energy investment bank recommends investing in a major energy company, which announced plans to acquire in the Marcellus Shale.

What We Did:
Our analysts are readily accessible to clients. Knowing this, the bank’s financial analyst contacted IHS Customer Care who relayed the client’s needs to the IHS analysts. Within an hour of notification, the team’s most senior analyst called the bank and confirmed his estimated share valuation was sound.

Outcome:
The investment bank purchased shares in the major energy company having a positive result on their portfolio.