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May 6, 2026

TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket

Partner Interview
TransDigm Group•US•Large CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 1, 2026

TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A

Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 23, 2026

Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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Weekly update
Apr 7, 2026

TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn

ToastHEICOTransDigm GroupToastHEICOTransDigm Group
Apr 1, 2026

TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket

Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 19, 2026

Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection

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IP Interview
Rolls-Royce•GB•Large CapSafranGeneral ElectricRTXTransDigm GroupHEICOHoneywellProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 16, 2026

TransDigm: Operational Playbook & Post-COVID Margin Expansion

Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 11, 2026

Loar Group: Acquisition Strategy & Operating Philosophy

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 6, 2026

Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics

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IP Interview
Honeywell•US•Large CapRTXTransDigm GroupHEICOGeneral ElectricSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 5, 2026

Loar Holdings: Distribution, Pricing Power & Aftermarket Strategy

Partner Interview
Loar•US•Mid CapTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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IP References
Feb 25, 2026

TransDigm: Mike Lisman References & TransDigm Culture Challenge

IP Reference Checks
Management CheckTransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Feb 9, 2026

TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner

Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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 OperatorsIndustrials
Jan 15, 2026

Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket

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IP Interview
Honeywell•US•Large CapTransDigm GroupHEICORTXEatonThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Dec 28, 2025

FTAI Aviation: MRO Market Share and PMA Opportunity

Partner Interview
FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Dec 22, 2025

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

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IP Interview
Honeywell•US•Large CapTransDigm GroupHEICOThalesRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
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 BaseIndustrials
Oct 28, 2025

FTAI Aviation: Vertical Integration Gains & PMA

Partner Interview
FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Oct 19, 2025

FTAI: Module Swap Process

Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGeneral ElectricScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
Oct 16, 2025

ESCO Technologies: Operating Culture & Aerospace Subsidiary

Partner Interview
ESCO•US•Mid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology

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