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Jun 17, 2026
TransDigm: Adams Rite Operations, Pricing Power & PMA Risk
Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsHealth Care
Weekly update
Aug 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Procore•US•Mid CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group
Weekly update
Jan 24, 2024
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Dominos Pizza•US•Large CapAppFolioAmazonProponentHEICOWencorIntuitive SurgicalXPOAirbusWayfairMedtronicMainfreightWingstopRealPageZendesk
Jan 23, 2024
Proponent, HEICO, & Aerospace Distribution
Weekly update
Jun 28, 2023
HEICO, Wencor, Danaher Business System, Loro Piana, Brunello, Mainfreight, Herc
HEICO•US•Large CapWencorDanaherMainfreightFortive
Jun 27, 2023
HEICO: Wencor Acquisition
Partner Interview
HEICO•US•Large CapWencorLockheed MartinRTXMTU Aero EnginesStandardAeroHoneywellScale EconomiesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrialsYou've reached the end