Asset Appraisal
Independent appraisal of tangible and intangible assets for lending, reporting, and transactions. The firm delivers defensible valuations of reserves, midstream assets, and equipment for banks, ABL lenders, and investors.
Asset Appraisal · Business Valuations · Consulting · Energy & Utilities · M&A
Valuation and due diligence you can trust
A firm with deep capability in asset and business valuations, due diligence and engineering, and advisory for banks, investors, and corporates across energy, power, and financial services.
Who We Are
At EP Valuation, our purpose is to EMPOWER our clients to make effective lending and investment decisions.
We are a licensed and registered, Texas based, firm built on deep industry expertise and client partnership. Our professionals bring experience from lenders, operators, and investors, giving the firm the perspective to deliver valuation and due diligence that withstands scrutiny.
The firm maintains the agility and focus of a boutique while delivering the rigor expected by commercial banks, asset-based lenders, investment banks, private equity and infrastructure funds, law firms, and family offices. Every engagement is staffed with seasoned professionals who understand both technical nuance and strategic context.
20+
Years Experience
200+
Major Transactions and Deals
5
Core Service Areas
Services
The firm provides independent valuation and advisory across five core areas—supporting credit underwriting, transactions, financial reporting, and strategic decisions.
Business Valuations
Business and enterprise valuations for commercial lending, financial reporting, and strategic decisions. Our team supports credit underwriting, fair market value opinions, and investment analysis for financial institutions, corporates, and family offices.
Consulting
Due diligence, reserves engineering review, hedge and derivative analysis, and operational and strategic advice across energy and power. The firm serves law firms, audit and accounting firms, and corporate and financial clients.
Energy and Utilities
Deep capability in upstream, midstream, and power. We support reserves-based lending, asset valuations, and due diligence for oil and gas, midstream, and power assets—for commercial banks, private equity, infrastructure funds, and corporates.
Mergers & Acquisitions
Valuation and due diligence support for M&A and divestitures in energy, power, and related sectors. The firm supports buyers, sellers, lenders, and advisors with independent analysis that informs deal structure and lending decisions.
Firm Expertise
Our multidisciplinary expertise spans several sectors, providing the technical depth required for complex energy assets. To date, we have executed over 200 valuations, some of which were over $5 Billion in transaction value.
By delivering precise, market-aligned analysis on accelerated timelines, we empower our clients to make optimal lending and investment decisions, mitigate structural risk, and move from due diligence to closing with absolute confidence.
Reliable Valuations For Confident Decisions
EPVA Track Record
Track record across basins, deal sizes, and capital providers.
Deals by Area / Basin
Valuations by Transaction / Loan Value ($M)
Capital Provider Activity by Area
What Clients Say
Banks, lenders, and advisors on working with EP Valuation.
Bate's professional skill set is multidimensional. Not only does he have a broad and deep technical engineering understanding, he also brings a very solid grasp of commercial aspects of the various dealings we undertook. He works very well with clients and is appreciated for the way he digs in and gains a deeper understanding of the assets…. Bate was also able to handle a very large workload without lapse or delay.
[EP Valuation] was the driving force in getting access to and using more advanced data analytical services and incorporating them into our work product. [EP Valuation] was more than willing to provide additional technical help, insight and assistance to other groups… like Midstream, Power, Renewables etc.
Bate was well-respected by the credit administrators, relationship managers, and portfolio managers. He applied his strong analytic skills and deep understanding of the oil & gas business to help the bank quantify collateral value, understand the risks, and make good lending decisions.
I also enjoyed my personal relationship with Bate. He is very intelligent and a critical thinker. He is a strong team player and willing to put in extra effort to get a deal done. He is also a dedicated family man with the highest integrity.
EP Valuation provided thorough, independent due diligence and valuation support for our midstream acquisition. Their technical depth and clear communication helped us move quickly and confidently through the process.
ESG & Energy Transition
In a climate-conscious world, ESG performance matters more than ever. Our integrated approach drives value while managing environmental impact.
ESG Performance
Trusted, independent analysis of best-in-class operations and ESG metrics. We help enhance client strategy with financial expertise, CleanTech innovation, and environmental stewardship.
Renewables
Wind, solar, and green technologies. Tailored insights with risk assessments and opportunities. Every project is unique—our approach captures the nuances.
Contact Us
Locations
Dallas · Houston