ADI Analytics conducted a detailed market and strategic due diligence study to support a private equity firm’s evaluation of an oil and gas compressor manufacturer.
The client
A private equity firm assessing the acquisition of a compressor manufacturer serving upstream and midstream oil and gas markets.
The situation
The client needed a thorough understanding of the target company’s market positioning, addressable market, and long-term growth potential to support investment decisions.
ADI’s contributions
Voice-of-industry research
Conducted dozens of expert interviews to evaluate the target’s competitive strengths, weaknesses, and positioning.
Market sizing and segmentation
Built a detailed market model estimating the total compressor market and the target’s served segments.
Revenue and share forecasting
Projected revenues using market sizing outputs and qualitative insights on share and performance.
Strategic growth assessment
Assessed potential growth pathways and competitive risks facing the target post-acquisition.
Key outcomes
- ADI’s work enabled the client to make a confident investment decision grounded in detailed market intelligence and expert perspectives.
More insights
Article
Devon–Coterra: Scale as strategy in a maturing shale world
The Devon–Coterra merger is a pragmatic assessment of where U.S. shale stands today. Survival will require capital efficiency to offset declining resource quality as the shale system matures. Historically, consolidation among U.S. E&P independents has delivered tangible operating benefits. Scale has helped reduce drilling times materially—industry averages have fallen from roughly 28 days per well […]
SAF Tracker
2026 January SAF Tracker highlights – #78
Here are the latest highlights from ADI’s SAF Tracker. The full newsletter along with archives and databases are available to SAF Tracker subscribers.
Premium content
2026 ADI global midstream outlook
In 2026, ADI expects demand growth to drive the midstream sector as opposed to supply growth. At the same time, disciplined capital allocation strategies will reshape how infrastructure is developed, optimized, and valued. Exhibit 1 summarizes our growth expectations in midstream oil and gas, and we share below 10 key insights on what to expect […]