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Apr 23, 2026
Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsApr 6, 2026
Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMar 20, 2026
Halma: Global Fire History & Acquisition
Mar 19, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Weekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 6, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Jan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrialsJan 15, 2026
Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket
Dec 22, 2025
Honeywell Aerospace: APU and Avionics Business Jet Aftermarket
Dec 21, 2025
Blackline Safety: Northern Ireland Water Customer Case Study
Dec 12, 2025
Kneat: Sales Pipeline & Growth Expectations
Dec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Partner Interview
General Electric•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsNov 30, 2025
Blackline Safety: Enterprise Use Cases & Account Management
Nov 27, 2025
Blackline Safety: Procurement Trade-Offs Safety vs Cost
Nov 26, 2025
Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins
Partner Interview
Honeywell•US•Large CapTransDigm GroupGeneral ElectricSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsNov 10, 2025
Blackline Safety: Aramco Opportunity & Regulatory Pathway
Oct 16, 2025
Acme United: First Aid Market & Cintas Competition
Partner Interview
Acme United•US•Small CapCintas CorpHoneywellIndustrialsConsumer StaplesOct 16, 2025
ESCO Technologies: Operating Culture & Aerospace Subsidiary
Partner Interview
ESCO•US•Mid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation TechnologyOct 13, 2025
Kneat: Consumer Products Validation
Oct 8, 2025
Veeva: Non-Pharma Quality Vault
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