IP Fieldwork Podcast
Published September 10, 2023
HEICO / Wencor
inpractise.com/articles/heico-wencor
Why is this interview interesting?
We discuss the process and structure of our recent analysis on HEICO's acquisition of Wencor. We explore:
- The structure of the aftermarket value chain
- Synergies between HEI / Wencor across PMA, MRO, and distribution
- Advantages of owning MRO and distribution with PMA assets
- How HEI bargaining power changes post-acquisition
- Why the alternate bill of materials strategy is an opportunity for HEI
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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Heico Resources
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