Basin-by-Basin: Mapping Service Company Consolidation Opportunities Across U.S. Shale
Arsenal Holdings has identified over $10 billion in energy service company acquisition opportunities across five major U.S. basins—Permian, Bakken, Haynesville, Eagle Ford, and Appalachian. By executing a disciplined basin-by-basin consolidation strategy, Arsenal targets 150+ regional operators with $25M-$250M in revenue, capturing geographic synergies, operational efficiencies, and multiple expansion opportunities that build toward a national platform generating $1B-$1.5B in combined revenue within five years.