Advisory Services

Senior-Grade Upstream Advisory Across the Full Value Chain

ARA delivers direct, confidential counsel to operators, midstream water companies, and technology firms — drawing on 25 years of upstream experience across North America and internationally.

Service Areas

Four disciplines. One senior advisor.

01

Produced Water Strategy

SWD regulatory navigation, disposal and recycling planning, midstream coordination, long-term infrastructure strategy, and beneficial reuse technology evaluation. ARA brings deep Permian Basin fluency to the most complex produced water challenges operators face today.

SWD RegulatoryDisposal PlanningRecycling & ReuseMidstream CoordinationInfrastructure Strategy

02

Reservoir & Forecasting Models

Machine learning–enhanced injection forecasting and basin-wide water movement modeling that informs capital allocation and operational planning at scale. Reservoir characterization, subsurface risk assessment, and appraisal strategy across conventional and unconventional plays.

ML Injection ForecastingReservoir CharacterizationSubsurface RiskAppraisal StrategyCapital Allocation

03

Regulatory & Commercial Advisory

Interpretation of Texas and multi-jurisdictional water management rules, business development support, joint venture coordination, M&A due diligence, and economic impact framing for operators and investors. Portfolio management and opportunity maturation across basins.

Regulatory InterpretationM&A Due DiligenceJV CoordinationBusiness DevelopmentPortfolio Management

04

Infrastructure Integration

Aligning operator and non-op water systems across large Permian footprints — from subsurface evaluation through surface infrastructure and midstream coordination. Development planning, inventory expansion, and cross-functional leadership for complex multi-party projects.

Development PlanningInventory ExpansionNon-Op CoordinationSurface InfrastructureCross-Functional Leadership

Core Competencies

The full breadth of upstream expertise, applied directly.

Portfolio Management

Development Management

Basin Screening

Opportunity Maturation

Appraisal Strategy

Subsurface Risk Assessment

Inventory Expansion

Reservoir Characterization

M&A Due Diligence

Development Planning

Cross-Functional Leadership

Analytics & Machine Learning

Capital Allocation

Exploration Management

Business Development

Operations Management

North America Basins

Permian-deep. Basin-wide.

ARA's North American experience spans the most prolific unconventional and conventional basins across the continent.

  • Permian Basin — Midland & Delaware
  • Eagle Ford
  • Haynesville / Bossier
  • Marcellus / Utica / Appalachia
  • Powder River Basin
  • Bakken
  • DJ Basin
  • San Juan Basin
  • Barnett / Woodford
  • Cherokee / Arkoma Basin
  • Forest City / Michigan Basin
  • Alaska Colville
  • Tuscaloosa / Tuscaloosa Marine Shale
  • New Albany Shale
  • Raton / Paradox Basin

International Experience

North America and beyond.

ARA's advisory reach extends to international upstream markets across five continents.

Americas

USA · Canada · Argentina · Colombia · Venezuela

Europe

Scotland · Bulgaria · Ukraine · Romania · Lithuania · Poland · Germany · France · Russia

Middle East & Africa

UAE · Oman · Jordan · Algeria · Egypt · Morocco · Tunisia · South Africa

Asia Pacific

China · Australia · Indonesia

Confidential engagements available.

Contact Luis Baez directly to discuss your upstream advisory needs.

Begin a Confidential Engagement
Allerton Resource Associates

Boutique upstream advisory for operators, midstream water companies, and technology firms across North America and International markets.

Registered LLC · Texas Secretary of State

Advisory Areas

  • Produced Water Strategy
  • Reservoir & Forecasting Models
  • Regulatory & Commercial Advisory
  • Infrastructure Integration

Principal Advisor

Luis R. Baez

Owner & Principal Advisor

Begin a Confidential Engagement

© 2026 Allerton Resource Associates LLC. All rights reserved.

ARA · Upstream Advisory · Permian Basin & Beyond