About This Offering
PBT Land & Minerals, Inc., incorporated in Texas on June 18, 2026, is registering a rights offering of subscription rights to purchase Class A Common Stock, par value $0.01 per share. The total offering amount is $71.2 million. The company was created as a wholly owned subsidiary of SoftVest, L.P. to facilitate a business combination and related filings. PBT Land & Minerals is structured as a special purpose entity with three subsidiaries: PBT Sub, Inc., formed June 25, 2026, and PBT Land & Minerals OpCo, LLC, also formed June 25, 2026. Both subsidiaries were created solely to complete the business combination and have not engaged in other business activities. The company’s principal executive offices are located at 400 Pine Street, Suite 1010, Abilene, Texas 79601.
The Business Combination Structure
The business combination involves three principal parties: Blackbeard Holdings, LLC, a privately held energy company headquartered in Fort Worth, Texas; Greybeard Energy; and the Trust. Blackbeard Holdings focuses on acquisition, optimization, and development of low-risk, producing energy properties. The combination includes a pre-closing restructuring of Blackbeard’s operations. Blackbeard Operating will form two wholly owned subsidiaries, MineralCo and Blackbeard RetainCo, LLC, and will redomicile to Texas. MineralCo will own certain burdened mineral interests. USLG Legacy will form USLG ExCo and redomicile to Texas. USLG ExCo will own certain royalties and surface interests with an aggregate value of approximately $450 million and related assets and liabilities. The parties currently expect closing to occur in the second half of calendar year 2026, subject to receipt of required regulatory clearances and satisfaction of other conditions.
Use of Net Proceeds
Estimated net proceeds from the rights offering, the Blackbeard and Greybeard subscription, and the backstop commitment are approximately $118.0 million, after deducting estimated fees and offering expenses. The company intends to use net proceeds for general corporate purposes, including payment of fees relating to the business combination and repayment of indebtedness related to assets to be transferred as part of the combination. The indebtedness to be repaid consists of $102.0 million of borrowings under a secured revolving credit facility entered into on June 1, 2026, bearing interest at 6.12% per annum and maturing on May 30, 2031. These borrowings were incurred in part to repay $17.1 million of indebtedness previously outstanding under a term loan facility entered into on May 30, 2025, which bore interest at 6.5% and was set to mature on May 30, 2030.
Important Considerations and Risks
Closing of the business combination is subject to receipt of required regulatory clearances and satisfaction or waiver of other conditions. Factors outside the control of the parties could result in closing being completed at a later time or not at all. In connection with closing, the secured revolving credit facility is expected to be amended or replaced to provide that a subsidiary of New PBT will be the new borrower, subject to obtaining required lender consents. No assurance can be made regarding whether such consents will be obtained. If consents are not obtained, the indebtedness will instead be paid off in full at closing. The representations and warranties in the combination agreement were negotiated primarily to allocate risk between parties and establish circumstances for non-consummation, rather than to establish matters as facts. Information concerning representations and warranties may have changed since the date of the combination agreement. Investors are not third-party beneficiaries under the combination agreement.
References
- PBT Land & Minerals, Inc. — Form S-1 filing index — SEC EDGAR (July 29, 2026)
- Filing archive (all documents for this accession) — SEC EDGAR
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