Aerospace MRO Private Equity
Rollup Strategy
A private equity firm struggled to evaluate high-potential acquisition targets in the aerospace and defense sector due to a lack of in-house industrial expertise and disjointed data tools. Their challenge wasn’t just finding targets—it was building the strategic insight to prioritize them confidently and align with market growth trends.
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Delivered through a consulting engagement, [Chuck] led the development of a dynamic portfolio intelligence solution. By leveraging sector-specific expertise, [Chuck] helped identify promising targets across critical segments such as commercial aircraft (e.g., Boeing 737, Airbus A320), engines, and electrical systems. In parallel, a static Excel list of 35 companies was transformed into a living, decision-ready database that enabled real-time evaluation, segmentation, and strategic tracking.
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A 414-company database was enhanced and categorized into 13 systems and 49 component groups to address structural gaps, improving visibility and target navigation. A full-page strategic output for each company aligned target potential with regulatory complexity, technical capabilities, and market growth drivers.
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The result was a flexible, insight-driven acquisition platform that enhanced M&A performance across the portfolio. The firm saved over $500K in acquisition and due diligence costs and uncovered an estimated $98.5M in edge-aligned opportunities. [Chuck]’s approach transformed their deal strategy from reactive to proactive, powering better decisions, faster execution, and long-term portfolio value.
