Private equity

Private equity in oil & gas, energy, chemicals, and industrials

Private equity firms navigate intense competition, energy transition, and ESG scrutiny across oil & gas, energy, chemicals, and industrials.

ADI Analytics offers full-lifecycle consulting: covering deal origination, comprehensive due diligence (commercial, operational, technical), value creation, operational improvements, go-to-market, and exit planning. We drive informed investment decisions and maximize returns.

Private equity has a key role across oil & gas, energy, chemicals, and industrials

Private equity remains vital in funding the global oil & gas, energy, chemicals, and industrial sectors’ evolution. Deal activity spans traditional energy assets like upstream E&P, midstream infrastructure, and refining, alongside growth-oriented, energy transition segments such as hydrogen, CCUS, SAF, and specialty chemicals. However, evolving regulations, shifting market fundamentals, and rising interest rates are increasing capital deployment complexity.

Investment strategies are diversifying

Investment approaches are increasingly diverse, from platform roll-ups and carve-outs to growth equity and infrastructure-backed transactions. Firms must now balance traditional models with new demands for ESG alignment, energy transition readiness, and digital capability. Competitive processes have compressed diligence timelines, intensifying the need for actionable insight in rapidly evolving markets.

Portfolio companies face new pressures

Portfolio companies must deliver stronger operational performance while aligning with sustainability and decarbonization trends. Value creation now demands more than cost reduction; it requires market foresight, strategic clarity, and technical understanding to optimize commercial models and reposition businesses.

Success hinges on expert insight

Investors need to move quickly to compete for targets, conduct robust diligence, and deliver long-term value in technically complex, fast-changing sectors. Success depends on a strong foundation of industry expertise, granular market data, and credible analysis to support investment theses, diligence, and portfolio strategy.

How ADI helps

ADI Analytics delivers strategic, data-driven support across the private equity investment lifecycle through a comprehensive suite of consulting services, proprietary models, and deep sector expertise. We help clients address critical needs through the following service areas:

• Market intelligence & investment screening including market landscaping, sector scanning, trend and risk mapping, TAM analysis, competitive benchmarking, regulatory monitoring, and the development of screening criteria and target lists.
• Commercial due diligence covering market sizing, segmentation, and growth forecasting; voice of customer (VoC) research and stakeholder interviews; revenue modeling, margin analysis, and cost benchmarking; scenario planning and risk assessment; and validation of management cases and business plans.
• Portfolio strategy & value creation encompassing strategic planning, adjacency mapping, customer segmentation, pricing strategy, channel strategy, commercial model development, and business model transformation.
• Post-merger integration including integration strategy development, program management office (PMO) setup, synergy realization planning, organizational design, and change management support.
• Exit readiness & transaction support involving independent market studies, buyer targeting, commercial positioning and market narratives, investor presentation development, and data room documentation and validation.