About the firm

Lodemark is a mineral estate advisory that has run land, engineering, and financial work as one practice, for the owner, since 1974.

Most owners have never had an advisor working purely for their interest, or even one whose main focus is their mineral estate. The help available came one desk at a time. The land work was handled by one firm, engineering came from another, financial and accounting from a third, sometimes a fourth. No one took the estate as a whole, which left gaps between desks that resulted in missed opportunities.

That separation isn't anyone's fault. It's how the work was set up, on the assumption that mineral rights were simple to administer. The processes were borrowed from trust regulation, from rules written for other industries, and from software built for the companies producing the minerals.

We bring the necessary disciplines together and run them as one specialized process, on a platform built for the mineral owner and investor, across their whole estate at once. This methodology lets us fill the gaps left by the disjointed setup and help those who rely on the traditional approach identify, recover, plan, and communicate in far more detail than has been possible.

What was missing

Two types of firms have traditionally served mineral owners. The space between them sat empty.

Banks and trust companies keep the estate records, pass along the payments operators send, and produce periodic statements, following the procedures their regulators require.

Newer technology firms track royalty payments and flag the obvious discrepancies, but their deliverables have to walk a line between the owner and the operator. When an owner needs to know what an estate is truly worth or what it can produce, that analysis goes out to specialists, who return a point-in-time value that can quickly go stale. It serves the purpose but isn't a strong foundation for planning.

BANKS & TRUST COMPANIES Regulated record-keeping Report what operators send TECHNOLOGY FIRMS Broad coverage at scale Engineering sent out to others Lodemark ENGINEERING DEPTH · STRUCTURAL INDEPENDENCE AN OWNED MINERAL PLATFORM SINCE 2011 The combination, in one place, since 1974.
We work in the space between them, filling the gaps with land and title work led in-house by a certified mineral manager and registered landman, and reserve estimates, projections, and valuations done by our own engineers. When a full minerals staff isn't practical, we can be that staff, or work alongside the people you already have. We're paid by the owner, with no relationship to the operators whose payments we check.

How the firm arrived here

Half a century of doing the work, before the category had a name.

  1. 1974

    Founded on both disciplines at once.

    The firm opens with petroleum engineering and management consulting running together. Two disciplines, one estate, from day one.

  2. 1970s to 1990s

    Mineral estate work matures alongside the engineering.

    Both professions go to work on the same estate at the same time. The engineers establish what the ground can produce. The consultants turn that into dollars and into what the owner should do next. The four disciplines are built on that foundation.

  3. Late 1990s

    The gap in the industry becomes the defining observation.

    Trust departments report on the estates they hold. Land and accounting firms each cover one function. No practice exists that is built entirely for the owner's interests. That absence is what the firm sets out to fill.

  4. Second generation

    Consulting and technology come into the practice.

    Leadership brings technology-consulting, revenue-operations, and business-process design experience from enterprise software and a global consultancy, together with years inside the practice itself. That background shapes the platform, structures the methodology, and brings the consulting discipline to the problems a mineral owner faces.

  5. 2010

    MineralForce development begins.

    Rather than buy an off-the-shelf mineral system, the firm builds its own mineral-specific data model, launching it the following year. It becomes the engine the whole operation runs on, from accounting to land to reporting to engineering, built to fit the client's process rather than force the client into someone else's.

  6. 2011 to today

    Fifteen years of data, and the methodology formalized.

    As the platform accumulates data across live engagements, the practice it supports gets more formal. The four disciplines are named and documented. The Shadow Portfolio is identified as the diagnostic output. The work becomes something the firm can repeat, rely on, and build on.

  7. 2026

    The firm carries the work forward under a new name.

    The same practice, the same roots, fifteen years on its own platform, working entirely for the owner. The name is new. What it stands on is not.

What the firm owns

The platform, the methodology, and the engineering. All owned in one place.

Owning every piece of the practice is how we produce findings that go deeper per estate. The platform that holds your estate data was built by us, on our own mineral-specific data model. The engineering that reads your estate was developed in-house and stays in-house. The work we do on your estate flows through our four-discipline methodology and is held in our proprietary mineral-specific platform.

MineralForce

The platform. Built by the firm, MineralForce holds the full record of every Lodemark engagement on one owned dataset. It is the internal engine the methodology runs on, shaped to your process rather than forcing you into ours.

Tarrick

The methodology. Four disciplines run on your mineral estate at once as a system that discovers value you didn't know was missing, recovers it, projects what your estate will produce, and carries it forward. It is a repeatable process that cycles its findings back into the method.

Engineering and land, in-house

Reserve estimates, production projections, AFE review for leasehold and working-interest owners, and stamped valuations are owned by us, all to a standard a trustee or the IRS will accept. The land and title work is led in-house by a certified mineral manager and registered landman.

Herald

The reporting. Herald delivers what the work finds to the people who act on it, such as your board or investment committee, the trustees or a trust officer, the general counsel, or a family and its advisors, in the language they already read. Each report is shaped to the audience reading it.

How the firm is structured

One fee, paid by the client.

Lodemark is an advisory practice working for the owner. We only get paid one way: a fee from the client. It's why we can check the operators who pay you without a conflict.

“We don't buy or market minerals.”

“Your advocate, not another bidder.”

“Our only incentive is your estate doing well.”

  1. iNo capital arm, acquisition fund, or buyer entity of our own.
  2. iiNo finder's fee and no cut beyond our normal advisory fee, even when a client asks us to help with a sale.
  3. iiiNo lending to anyone: not to clients, not to operators, not to any counterparty on any side of a transaction.
  4. ivNo fee, commission, or revenue of any kind from the operators whose payments we check.
  5. vNo brokerage relationship with any operator, purchaser, or counterparty sitting across the table from a client.

Our engineering work is what lets us check an operator's numbers against the source data instead of accepting what they report. The independence is what makes the check worth anything. We run our own work the same way we run yours.

Start

An estate is never finished.

An estate keeps raising questions long after the first one is answered. That's why some of our oldest relationships are measured in decades. And it's why it makes no difference whether you're a trustee with a whole portfolio or someone who just needs a check read.

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