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Infrastructure Advisory

The Assets That Make Energy Move

Strategic, operational, and transaction advisory for energy infrastructure companies, asset owners, operators, and the investors and lenders who finance them.

What We Cover
Midstream and Gas Infrastructure
Gathering, processing, compression, pipelines, and storage.
Produced Water and SWD
Disposal wells, recycling facilities, water pipelines, and trucking.
Power and Field Technology
Distributed generation, SCADA, field automation, and microgrids.
Logistics, Land, and Materials
Terminals, sand, equipment rental, land, and right-of-way.

Energy infrastructure encompasses the physical assets and operating businesses that sit between the wellhead and the end market: gathering systems, gas processing plants, compression stations, produced water disposal networks, power infrastructure, field automation, terminals, and the supply chain of materials, sand, and equipment that keeps production running. These assets share common characteristics: they are capital-intensive, operationally complex, and increasingly the subject of private equity investment and active M&A markets.

Hidden Cove Partners advises infrastructure companies, asset owners, private equity sponsors, independent operators, and lenders across the full range of energy infrastructure. Our work spans market analysis, operational improvement, financial reporting, M&A diligence, capital allocation, and strategic planning. We bring direct operating and transaction experience to infrastructure engagements, combining field-level understanding with the financial and analytical rigor that institutional capital requires.

Asset Coverage

What We Cover

Our infrastructure practice spans the full range of energy-adjacent physical assets and operating businesses.

Midstream

Gas Gathering and Processing

Gathering systems, treating plants, processing facilities, fractionation, and dehydration.

Compression

Compression and Gas Lift

Field compression, centralized stations, rental compression fleets, and gas lift systems.

Water

Produced Water and SWD

Disposal wells, water recycling facilities, produced water pipelines, and trucking networks.

Pipelines

Pipelines and Storage

Crude, NGL, gas, and produced water pipelines. Tank batteries, terminals, and above-ground storage.

Power

Power and Energy Infrastructure

Distributed gas-fired generation, electric oilfield infrastructure, microgrids, and backup power.

Automation

SCADA and Field Automation

RTU/SCADA systems, flow computers, measurement infrastructure, and remote monitoring.

Logistics

Terminals and Logistics

Crude gathering terminals, NGL fractionators, rail loading, trucking, and supply chain.

Materials

Land, Sand, and Equipment Rental

Frac sand, surface use, right-of-way, mineral rights, and rental equipment fleets.

Midstream and Gas Infrastructure

Gathering, Processing, Compression, and Pipelines

Advisory for operators and owners of gathering systems, gas processing facilities, compression stations, and midstream pipelines.

Gas Gathering
Gathering System Operations and Commercial Structure

Gathering system operators face a complex set of operational and commercial challenges: managing throughput commitments, renegotiating dedications as producer activity shifts, tracking curtailment and downtime, and reporting to investors and lenders. We help gathering system operators and their sponsors improve operational visibility and commercial management.

  • Throughput tracking and volume forecasting
  • Producer dedication mapping and commitment compliance
  • Minimum volume commitment monitoring and deficiency tracking
  • Curtailment analysis and capacity planning
  • Tariff and fee structure review
  • Operational KPI dashboard design
Gas Processing
Processing Plants and Treating Facilities

Gas processing facilities are capital-intensive assets with complex operating economics. Plant efficiency, NGL recovery rates, shrink calculations, and inlet gas quality all drive economics in ways that require careful tracking and reporting. We help owners and operators build the analytical infrastructure to manage and report on processing assets.

  • Plant throughput and efficiency tracking
  • NGL recovery rate monitoring and optimization
  • Shrink and fuel use calculations
  • Inlet gas quality analysis and spec compliance
  • Processing agreement review and fee structure analysis
  • Plant capital investment analysis and turnaround planning
Compression
Field Compression and Rental Fleet Management

Compression is both an oilfield service business and a critical infrastructure component. We advise compression rental companies and field compression operators on fleet utilization, maintenance programs, pricing, contract structure, and M&A. We also advise producers on compression strategy, including the rent-vs.-own decision and field compression optimization.

  • Fleet utilization tracking by unit type and horsepower class
  • Preventive maintenance program design and cost tracking
  • Contract structure and pricing review
  • Rent vs. own analysis for producers
  • Fleet expansion and capital allocation planning
  • M&A diligence for compression acquisitions
Pipelines and Storage
Pipeline Infrastructure and Tank Battery Operations

Pipeline and storage assets require rigorous operational tracking, integrity management documentation, and financial reporting tailored to their unique revenue and cost structures. We help pipeline operators and investors manage and report on these assets effectively.

  • Throughput tracking and shipper reporting
  • Integrity management documentation and scheduling
  • Revenue and tariff reconciliation
  • Tank battery and storage facility KPI design
  • Regulatory filing support and compliance tracking
Produced Water and SWD

Water Disposal, Recycling, and Infrastructure

One of the most active M&A segments in energy infrastructure. Advisory for SWD operators, water recycling companies, and the investors who back them.

SWD Operations
Saltwater Disposal Well Operations and Management

SWD operators manage a complex mix of permitting, injection rate management, trucking coordination, customer billing, and regulatory compliance. We help SWD operators build the operational and financial infrastructure to run these businesses professionally and prepare them for institutional investors and lenders.

  • Injection volume tracking by well and customer
  • Permit compliance monitoring and renewal planning
  • Customer billing and accounts receivable management
  • Trucking coordination and dispatch efficiency
  • Well operational cost tracking and benchmarking
  • Capacity expansion planning and capital allocation
Water Recycling
Produced Water Treatment and Recycling Facilities

Water recycling facilities are increasingly preferred over disposal as operators look to reduce freshwater consumption and regulatory exposure. We advise owners and operators of water treatment and recycling infrastructure on operational performance, commercial structure, and M&A positioning.

  • Throughput and treatment efficiency tracking
  • Water quality monitoring and specification compliance
  • Customer contract structure and volume commitment analysis
  • Operating cost benchmarking
  • Capital project evaluation for capacity expansion
  • Regulatory and environmental compliance tracking
Water Pipelines and Logistics
Water Transport Networks and Trucking Operations

Moving produced water from the wellsite to disposal or recycling is a significant cost and logistical challenge. We help water pipeline operators and water hauling companies improve operational visibility, route efficiency, and financial performance.

  • Pipeline throughput and pressure monitoring
  • Truck dispatch optimization and driver utilization
  • Haul distance and cost-per-barrel tracking
  • Pipeline vs. truck economics analysis
  • Customer contract and pricing review
M&A Support

SWD and Water Asset Transactions

SWD and water infrastructure M&A is an active market. We support buy-side and sell-side processes with operational diligence, financial packaging, and data room organization.

Investor Reporting

Portfolio Monitoring and KPI Packages

Monthly operational and financial KPI packages for private equity sponsors and lenders, structured around the metrics that actually drive value in water infrastructure assets.

Regulatory

Permitting and Compliance Tracking

SWD permit monitoring, injection rate compliance, seismicity documentation, and state regulatory filing support across Texas, Oklahoma, New Mexico, and other major basins.

Power and Field Technology

Power Infrastructure, SCADA, and Field Automation

Advisory for distributed power assets, electric oilfield operators, SCADA and automation companies, and the investors who back them.

Power Infrastructure
Distributed Generation and Electric Oilfield

Distributed gas-fired generation, backup power systems, and electric oilfield infrastructure are increasingly important as producers move away from diesel and toward lower-cost, lower-emission power sources in the field. We advise power infrastructure companies and their sponsors on operational performance, commercial structure, and growth strategy.

  • Generation asset utilization and uptime tracking
  • Fuel cost and power cost-per-unit analysis
  • Customer contract structure and pricing review
  • Microgrid design and cost-benefit analysis
  • Diesel displacement economics for operators
  • Capital expansion and fleet deployment planning
SCADA and Automation
Field Automation, Measurement, and Remote Monitoring

SCADA and field automation companies serve a critical enabling function across upstream and midstream operations. We advise SCADA providers, measurement companies, and field automation businesses on commercial structure, operational scaling, and M&A positioning.

  • Recurring revenue and contract structure analysis
  • Installation and service delivery efficiency
  • Customer retention and churn analysis
  • Software and hardware margin analysis
  • Vendor selection support for operators evaluating SCADA platforms
  • Integration roadmap for multi-system environments
Logistics, Land, and Materials

Terminals, Sand, Land, and Equipment Rental

Advisory for the supply chain and physical asset businesses that support energy production.

Terminals and Logistics
Crude Terminals, NGL Fractionators, and Rail and Truck Loading

Crude gathering terminals, NGL fractionation facilities, and rail and truck loading infrastructure are commercial hubs with complex throughput economics, customer contracts, and regulatory obligations. We help terminal operators and sponsors manage these assets and prepare them for institutional capital.

  • Throughput tracking and shipper reporting
  • Customer contract and tariff review
  • Operational cost tracking and benchmarking
  • Rail and truck loading efficiency analysis
  • Capital project evaluation and expansion planning
Frac Sand
Sand Mining, Processing, and Last-Mile Logistics

Frac sand businesses are highly cyclical, operationally complex, and sensitive to basin activity and completion intensity. We advise sand producers, mine operators, and last-mile logistics providers on operational performance, commercial positioning, and M&A.

  • Mine production and processing efficiency tracking
  • Customer contract and pricing analysis
  • Last-mile logistics cost and efficiency review
  • Basin activity and demand forecasting
  • Capital expenditure planning for mine development
  • M&A diligence for sand asset acquisitions
Equipment Rental
Production Equipment, Flowback, and Field Rental Fleets

Equipment rental businesses in the oilfield, including production equipment, flowback units, tanks, and pressure testing equipment, share the economics of other rental businesses: utilization, maintenance, and pricing discipline are the primary value drivers. We help rental companies and their sponsors improve financial visibility and operational performance.

  • Fleet utilization tracking by asset class
  • Preventive maintenance cost tracking
  • Contract and pricing discipline review
  • Day rate benchmarking by equipment type
  • Fleet replacement and capital planning
  • Exit readiness and M&A packaging support
Land and Right-of-Way
Surface Rights, Easements, and Mineral Rights

Land and right-of-way management is a critical but often underdocumented function for both infrastructure operators and E&P companies. We help companies build the systems and processes to track, manage, and report on surface use agreements, easements, and mineral rights positions.

  • Right-of-way agreement inventory and expiration tracking
  • Surface use agreement management and compliance
  • Easement acquisition support for pipeline and infrastructure projects
  • Mineral rights position tracking and reporting
  • Land records digitization and organization
Transactions and M&A

Infrastructure M&A, Diligence, and Exit Preparation

Infrastructure assets are actively traded. We support buy-side and sell-side processes with operational diligence, financial packaging, and transaction advisory.

Buy-Side

Acquisition Diligence

Operational, financial, and commercial diligence for infrastructure acquisitions. We assess asset condition, throughput economics, customer concentration, regulatory exposure, and capital requirements for buyers and their lenders.

  • Operational performance review
  • Customer contract analysis
  • Capital expenditure assessment
  • Regulatory and permitting review
  • Management team and reporting quality review
Sell-Side

Exit Preparation and Data Room

Financial statement cleanup, operational data organization, KPI packaging, data room preparation, and management presentation support for infrastructure companies preparing for a sale or recapitalization.

  • Financial cleanup and normalization
  • Data room organization and index
  • Operational KPI package design
  • Management presentation support
  • Lender and investor materials preparation
Portfolio

Portfolio Monitoring and Reporting

Monthly KPI and financial reporting packages for private equity sponsors managing infrastructure portfolios. Operational dashboards, budget vs. actual tracking, and investor reporting designed for infrastructure asset characteristics.

  • Monthly KPI packages by asset type
  • Budget vs. actual reporting
  • Capital expenditure tracking
  • Covenant and lender reporting support
  • Value creation tracking
Who We Support

Infrastructure Owners, Operators, and Investors

Our infrastructure advisory is tailored to the specific operational and financial context of each client type.

Infrastructure Operators and Owner-Operators
  • Operational performance improvement
  • Financial reporting modernization
  • KPI dashboard design and implementation
  • Regulatory compliance and permitting support
  • Capital allocation and project evaluation
  • Exit preparation and investor readiness
Private Equity Sponsors
  • Acquisition diligence across all infrastructure sub-sectors
  • Post-close operational improvement
  • Portfolio company KPI and reporting design
  • Add-on acquisition research and screening
  • Exit preparation and data room support
  • Value creation plan development
Lenders and Credit Providers
  • Operational diligence on borrowing base assets
  • Throughput and revenue sustainability analysis
  • Customer concentration and contract risk review
  • Covenant and KPI reporting framework design
  • Portfolio monitoring and performance tracking
E&P Operators and Energy Companies
  • Midstream contract review and negotiation support
  • Compression strategy and rent-vs.-own analysis
  • Water management cost and logistics optimization
  • Power infrastructure evaluation and procurement
  • Land and right-of-way administration systems
Why Hidden Cove Partners

Built for Energy Infrastructure

We understand infrastructure because we have operated alongside it, advised on transactions involving it, and supported the investors who own it.

Cross-Asset Infrastructure Experience

Direct operating experience across upstream, midstream, and oilfield services means we understand how infrastructure assets connect to the production operations they serve. We see the full picture, not just the asset in isolation.

Transaction and M&A Background

Investment banking and M&A advisory experience applied to infrastructure. We know what institutional buyers and lenders look for, and how to structure operational data and financial packaging to support a transaction.

Practical, Asset-Level Expertise

We do not apply generic frameworks to infrastructure. Our advisory is built on direct engagement with the specific operational, commercial, and financial characteristics of each asset type, from SWD wells to compression fleets to gas processing plants.

Institutional Output Standards

All work is produced at the standard required by institutional investors, lenders, and boards: formatted, precise, and defensible. Board-quality reporting, always.

Get in Touch

Ready to Discuss Your Infrastructure Assets?

We work with infrastructure operators, private equity sponsors, and lenders on engagements ranging from targeted diagnostics to ongoing operational and transaction advisory.