Explore our full content library.
Jun 19, 2026
GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Partner Interview
General Electric•US•Mega CapSafranHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsJun 17, 2026
TransDigm: Adams Rite Operations, Pricing Power & PMA Risk
Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsHealth CareMay 28, 2026
Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsMay 19, 2026
Arxis / Qnnect: Price Leverage vs Volume Growth in Defense Interconnects
Partner Interview
ArxisTransDigm GroupAMETEKSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMay 18, 2026
TransDigm: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMay 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 BaseIndustrialsMay 1, 2026
TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsApr 23, 2026
Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsWeekly 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 AcquirerIndustrialsMar 19, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Mar 16, 2026
TransDigm: Operational Playbook & Post-COVID Margin Expansion
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 11, 2026
Loar Group: Acquisition Strategy & Operating Philosophy
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 6, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Mar 5, 2026
Loar Holdings: Distribution, Pricing Power & Aftermarket Strategy
Partner Interview
Loar•US•Mid CapTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsIP 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 AcquirerIndustrialsJan 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 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 AcquirerIndustrialsShowing 20 of 1000 results