About the firm
A mineral estate advisory built for the owner with land, engineering, and the financial read held as one practice since 1974.
Most owners have never had an advisor built purely around their interest. The counsel available came one desk at a time: land from one firm, engineering from another, financial from a third, with no one reading the estate as a whole.
Lodemark holds all three as one practice, reading the whole estate at once. That's what gives us the independence to go find what's owed, instead of waiting for an operator to report it.
What was missing
Two types of firms have served mineral owners. The space between them sat empty.
Bank trustees and trust companies keep the records, pass along the payments operators send, and produce periodic statements. They work from what the operators provide. Newer technology firms track royalty payments and flag the obvious discrepancies, and when an owner needs to know what an estate is truly worth or what it will produce, they send that analysis out to specialists.
We work in the space between them. The land and title work is led in-house by a certified mineral manager and registered landman, and the reserve estimates, projections, and valuations are produced in-house as well. We're paid by the owner, with no relationship to the operators whose payments we check, and nothing to gain but the estate doing well.
How the firm arrived here
Half a century of doing the work, before the category had a name.
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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.
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1970s to 1990s
Mineral estate work matures alongside the engineering.
Both disciplines get applied to client estates at the same time. The engineers read what the ground will actually produce. The consultants read what that means in dollars and what the owner should do next. This is the foundation the four disciplines are later built on.
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Late 1990s
The gap in the field becomes the defining observation.
Banks report findings. 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.
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Second generation
Consulting and technology come into the practice.
Leadership brings technology-consulting, revenue-operations, and business-process design experience from a major SaaS platform 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.
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2010
MineralForce development begins.
Rather than rent a third-party 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.
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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, stand behind, and build on.
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2026
The firm carries the work forward under a new name.
The same practice, the same roots, more than a decade of platform behind it, 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 what produces findings that go deeper per estate. The platform that holds the data was built by us and runs on our own servers. The engineering that reads the estate was developed in-house and stays in-house. The work 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 Mineral Estate Advisors engagement on one owned dataset. It is the internal engine the methodology runs on, shaped to the client's process rather than forcing them into ours.
Tarrick
The methodology. Four disciplines run on your mineral estate at once as a system that discovers value the owner did not know was missing, recovers it, projects what the 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, and stamped valuations owned rather than referred out, and the land and title work led in-house by a certified mineral manager and registered landman, all to a standard a trustee or the IRS will accept.
Herald
The reporting. Herald delivers what the work finds in the language the client and their board already read. The correspondence is shaped to the audience that has to act on it.
How the firm is structured
One fee, paid by the client.
Lodemark is an advisory practice working for the owner. There is one way we get paid: a fee from the client. It's why we can check the operators who pay you without a conflict. The only thing we gain is your estate doing well.
“We don't buy or market minerals.”
“Your advocate, not another bidder.”
“Our only incentive is your estate doing well.”
- iNo capital arm, acquisition fund, or buyer entity of our own.
- iiNo finder's fee and no cut beyond our normal advisory fee, even when a client asks us to help with a sale.
- iiiNo lending to anyone: not to clients, not to operators, not to any counterparty on any side of a transaction.
- ivNo fee, commission, or revenue of any kind from the operators whose payments we check.
- vNo brokerage relationship with any operator, purchaser, or counterparty sitting across the table from a client.
The engineering 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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