At the 2024 ADI Forum, Ben Scharff, MD, Grace Matthews and Jim Sledzik, MD, Aramco Ventures, joined Uday Turaga, CEO, ADI Analytics, for a panel discussion on the current state of the chemical industry. The panel explored key trends, including M&A activity, private equity investment, and sustainability initiatives, highlighting both the challenges and opportunities facing the sector.
Capital remained abundant for chemical and materials investments, particularly in private equity, despite interest rate challenges. Key trends included European firms acquiring recycling assets and growing interest in software for chemicals. Corporate carve-outs were rising as large companies optimized portfolios. Private equity was actively buying but slower to sell, creating a backlog of mature assets, and ESG increasingly influenced deal-making. While holding periods were extending, a strong market for PE-owned businesses was anticipated, highlighting continued investor interest in the evolving energy and materials landscape.
About ADI Analytics
ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy transition, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.
We also host the ADI Forum that brings c-suite executives together for meaningful dialogue and strategic insights across the oil & gas, energy transition, and chemicals value chains. Learn more about the ADI Forum.
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