ADI conducted an independent technical and commercial benchmark of selective catalytic reduction (SCR) catalysts to inform the investment process for a market leader. The study examined differentiated honeycomb geometry versus plate and corrugated designs, specifically focusing on pressure drop and catalytic activity. Additionally, the analysis mapped the integration potential of SCR systems with emerging solid-adsorbent carbon capture platforms.
The client
Private equity firm
The situation
An investor required validation of a firm’s market dominance and the growth potential of its emerging carbon capture platform.
ADI’s contributions
Technical performance benchmarking
Evaluation of honeycomb, plate, and corrugated structures established the benchmark for high-activity and low-pressure-drop applications.
Competitive pricing analysis
Normalized pricing models compared dollars per catalytic potential, establishing the premium value of differentiated geometry.
Commercial strength mapping
Primary research with 24 utilities and system integrators confirmed the value of end-to-end manufacturing and service support.
Strategic growth pathing
Identification of inorganic growth avenues through horizontal catalyst acquisitions and vertical integration into system design.
Key outcomes
- Validation of competitive insulation from foreign entrants and identification of data center backup power as a key growth driver.
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