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Jan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Former Quality Director at Airbus
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
Former EVP at Wencor and Honeywell
Dec 28, 2025
FTAI Aviation: MRO Market Share and PMA Opportunity
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsDec 22, 2025
Honeywell Aerospace: APU and Avionics Business Jet Aftermarket
Former Vice President and General Manager at Honeywell Aerospace
Nov 26, 2025
Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins
Former Senior Director at Honeywell
Partner Interview
Honeywell•US•Large CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsOct 28, 2025
FTAI Aviation: Vertical Integration Gains & PMA
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsOct 19, 2025
FTAI: Module Swap Process
Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrialsOct 16, 2025
ESCO Technologies: Operating Culture & Aerospace Subsidiary
Former Executive at ESCO Technologies subsidiary
Partner Interview
ESCO•US•Mid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation TechnologySep 10, 2025
TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics
Former Director at Satair
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSep 8, 2025
TransDigm: Aftermarket Demand Drivers
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsIP Fieldwork Podcast
Jul 13, 2025
Perimeter Solutions: Moat & Competitive Threat
IP Fieldwork Podcast
Perimeter SolutionsTransDigm GroupPerimeter SolutionsTransDigm GroupScale EconomiesSwitching CostsMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
Jul 8, 2025
ESCO Technologies: SM&P Acquisition
Former Executive at Ultra Maritime
Partner Interview
ESCOHEICOTransDigm GroupHoneywellRTXESCOHEICOTransDigm GroupHoneywellRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsInformation TechnologyFeb 25, 2025
Perimeter Solutions, Conair, & Aerial Tanker Operations
Former President at Conair Aerial Firefighting
IP Fieldwork Podcast
Feb 24, 2025
Primary Research Methods: Vetting Executives
IP Fieldwork
Google•US•Mega CapTransDigm GroupAmazonSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerIndustrialsCommunication ServicesConsumer Discretionary
IP Fieldwork Podcast
Jan 23, 2025
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
IP Fieldwork
Lifco•SE•Large CapHalmaDanaherIndutradeLagercrantz GroupBergman & BevingAssa AbloyTeqnionConstellation SoftwareTransDigm GroupHEICODiplomaMomentum GroupAMETEKRoperCHAPTERSSwitching CostsProcess PowerSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B SoftwareB2B MiddlemenIndustrialsInformation TechnologyHealth CareConsumer Discretionary
IP Fieldwork Podcast
Dec 27, 2024
FTAI Aviation
IP Fieldwork
FTAI Aviation•US•Large CapHEICOTransDigm GroupGE AerospaceSafranScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
IP Research Resource
Dec 22, 2024
IP Fieldwork: Podcast on The Art of Primary Research
Quality Primary Research
Danaher•US•Large CapLifcoHalmaFTAI AviationBergman & BevingConstellation SoftwareTransDigm GroupHEICOLoarAshtead GroupSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsB2B SoftwareHealth CareIndustrialsInformation Technology
IP Fieldwork Podcast
Dec 21, 2024
Primary Research Methods: Working with Expert Networks
IP Fieldwork
CCC Intelligent Solutions•US•Mid CapDanaherTransDigm GroupConstellation SoftwarePerimeter SolutionsSwitching CostsNetwork EffectsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerB2B SoftwareHealth CareInformation TechnologyIndustrialsMaterials
IP Fieldwork Podcast
Dec 21, 2024
Primary Research Methods: Our Process
IP Fieldwork
Danaher•US•Large CapAmazonConstellation SoftwareTransDigm GroupBerkshire HathawayGoogleScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerB2B SoftwareInsurers & FinancialsMarketplaces & PlatformsConsumer DiscretionaryHealth CareInformation TechnologyIndustrialsFinancialsCommunication Services
Dec 5, 2024
Chromalloy, FTAI, and CFM-56 PMA Parts
Former Senior Executive at Chromalloy
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