Aerospace & Defense M&A

The COVID-19 pandemic has created unprecedented disruption across global aerospace and defense supply chains. The commercial aviation segment has been most significantly affected, with aircraft OEMs, aftermarket providers and airlines experiencing dramatic reductions in demand through early 2021. In recent months, signs are pointing to accelerating improvement, with OEMs raising production forecasts and domestic air travel in the U.S. and China recovering to near pre-pandemic levels — though vaccinations and virus variants will dictate the pace of recovery.

In the defense sector, the Biden Administration's FY2022 defense budget signaled relative top-line stability, but with important changes in force structure and investment priorities.  Renewed emphasis on China as a near-peer threat, accelerated retirements of legacy military aircraft fleets, and increased investments in autonomous systems, hypersonics, precision fires, resilient battle management networks and other force multipliers, will all influence defense supplier investment and M&A strategies in 2022 and beyond.

Aerospace and defense M&A is likely to accelerate in response to these challenges — particularly in the commercial aviation supply chain where, despite signs of recovery, industry capacity remains well ahead of demand. Well-capitalized suppliers and financial sponsors will see opportunities for consolidation, while a gradual and uncertain recovery will pressure weaker players to sell, seek new capital or restructure.
Aviation Week’s A&D Mergers and Acquisitions Conference will provide a unique opportunity for leading dealmakers, CEOs, business development specialists and analysts to gain valuable insights into the outlook, opportunities and challenges facing the industry. In partnership with Lazard and CSP Associates, this event will explore how these issues will shape the outlook for mergers and acquisitions.
Speakers and panelists will include CEOs from leading OEMs, private equity investors focused on the A&D sector, and leading advisors who will provide first-hand perspectives and insights.

Topics focus on key components driving the industry:

  • The State of the Aerospace & Defense Industry: Implications for M&A
    • 18 months since the COVID pandemic began — a new normal?
    • OEM and Top Tier supplier strategies — planning for higher commercial aircraft build rates
    • Defense — changing mission environment driving new program priorities
    • Supplier responses — impacts on the supply chain: threats and opportunities
  • Investment Trends and Outlooks: Where Are the Opportunities?
    • What do recent transactions and valuations suggest for the M&A outlook in 2022?
    • With the potential for deep restructuring among segments of the commercial supply chain, what role will M&A play?
    • New Space and other emerging market opportunities in M&A
    • Which New Space sectors are likely to offer the best supplier opportunities and value creation? 

Who should attend?

The Aviation Week A&D Mergers and Acquisitions Conference has been developed for professionals at all levels of the A&D industry, from middle market companies to OEMs, supply chain strategy executives, private equity investors, government officials, analysts and consultants, providing exclusive insights that enable them to keep a competitive advantage in these dynamic markets.
Delegates will gain new tools, information and relationships that will support and enhance their organization's growth opportunities.


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