7.7.8.4Vertical

Sand & Proppant Supply

Companies mining and supplying frac sand and ceramic proppants.

Business model & economics

Revenue model

Completion, fracturing, and stimulation service contracts

Key economics

Recurring revenue
Low–Moderate

completion-activity-driven

EBITDA margin
Highly cyclical with completion activity
Capex intensity
High

Characteristics

  • Hydraulic fracturing the dominant U.S. activity.
  • Largest area of U.S. oilfield-service spending.
  • Efficiency, electric fleets, and emissions reduction focus.

M&A deal context

Deal activityModerate

Who’s acquiring

  • Completion & pressure-pumping majors
  • PE-backed service consolidators
  • Equipment & technology acquirers

What’s driving deals

  • Frac-market consolidation post-shakeout.
  • Electric/dual-fuel fleet and efficiency investment.
  • Completion-activity and well-count cycles.

Find Sand & Proppant Supply acquisition targets

Search Acquisera’s index for companies classified under Sand & Proppant Supply (7.7.8.4) and build a targeted deal pipeline.

Search companies