RENK Group’s Post

2023 US dealmaking has been about mid-size transactions. In 2024, M&A in the A&D sector is likely to focus on strengthening supply chain and acquiring high-end workforce to steer growth. https://pwc.to/48kUmiQ #Deals #Aerospace #A&D

2023 dealmaking has been about mid-size transactions. In 2024, M&A in the A&D sector is likely to focus on strengthening supply chain and acquiring high-end workforce to steer growth. https://pwc.to/48kUmiQ #Deals #Aerospace #A&D

Excellent information about an often misunderstood innovation vehicle Its an agreement not a contract, is one of the explanations that is required in many discussions. Glad to see one of the original success stories in the use of OTAs continue to thrive. I learned quite a bit from SOCOM and SOFWERX. The synergies are apparent as are the results. #PIA #acquisition #innovation https://lnkd.in/e4uqNdmw

Here's a deep dive into aerospace and defense stocks, with related industries:

The changing face of aerospace is a huge and hard-to-pinpoint jig-saw puzzle and this article is an important piece of that puzzle for those seeking to understand recent and probable future developments in the industry.

Excellent overview of RTX capabilities and growth strategies.

If you have been in the Defense Industry for any length of time you have seen a merger or two. I remember working on the brand rollout tactics after the L3 and Harris merger was approved to form L3Harris Technologies. We were trying to recommend a few ideas for the new company to unveil at the Paris Air Show. Aerojet Rocketdyne was also a client over the years that was working on some innovative technology. Now that L3Harris and Aerojet have merged they will have to develop a strategy that will compete with the primes that have launch capabilities. Should be an interesting time! #M&A #mergersandacquisitions #consolidation #defenseindustry https://lnkd.in/gMvhcvJm

PANEL SPOTLIGHT: M&A Perspectives from Leading Strategic and Financial Acquirers - What will the Aerospace and Defense M&A environment look like going forward? - What are the differences between OEM and aftermarket M&A transactions in the current environment? - What impact are stabilizing interest rates and rising capital inflows into Private Equity having on A&D M&A valuations? - What effects are Boeing's difficulties having on suppliers as relates to M&A? - What should shareholders of middle market A&D suppliers be thinking about if they want to exit in the next 1-2 years? A panel of experts including William Alderman, Founder & President, Alderman & Company, Chris Celtruda, Operating Executive, ATL Partners, Hector J Cuellar, Managing Director, Crewe Capital, Michael Richter, Managing Director, Global Head - A&D Investment Banking Group, Lazard, John Cuomo, President & CEO, VSE Corporation will explore these and other relevant topics. https://lnkd.in/gcgJHkpw #tae2024 #theaerospaceevent #aviationindustry #aerospace #aerolambda

What an exciting opportunity to hear from a group of elite expert executives at The Aerospace Event! This panel is sure to provide valuable intel and knowledge on mergers and acquisitions, the middle market, the aerospace industry, private equity, and much more. I can't wait to gain insights from this esteemed group. #tae2024 #mergersandacquisitions #middlemarket #aerospaceindustry #privateequity #suppliers

Great article and well written. Will be interesting to see how Boeing and Airbus respond to having suppliers who are now equally as large or even eclipsing their size. It does make you contemplate on who really controls the development of large projects such as the B777 and other future large scale developments. Boeing recently announced they won’t be developing any new commercial aircraft for almost a decade. When they do decide to launch a development then where geographically will they do so and how even these next generation aircraft are designed and built may radically change. India is shaping the world at the moment and China still has plenty of space for growth in technology. How will our US government intervene is also an important factor which may also shape the fundamental relationship between technology development and manufacturing of complex products such as large scale commercial aircraft. Don’t even get me started on AI! This could easily be considered a game changer but it is too early to tell how this will develop although I don’t think we will have to wait very long to see its impacts both positively and negatively. All the best and congratulations on your success and the article in Forbes!