Investor Diligence
Market Due Diligence – Business Jet Manufacturer
Participated in evaluation for an investor of a major business jet manufacturer acquisition target. Our forecast didn’t support the high valuation of the ultimate winning bidder, who ultimately lost most of their investment after the manufacturer declared bankruptcy a short time after being bought.
Long-Term Relevance Opinion – Aviation Parts Repair And Distributor
Engaged by one of the top 3 Aerospace & Defense investors to evaluate and validate elements of the target’s business proposition. Provided opinion on viability of a business unit along with potential risks previously unknown.
Assessment – Aircraft Thermal, Acoustic & Fire Blocking Material Supplier
Researched and presented general investment attractiveness. Included such elements as a market forecast, trend identification, market drivers, strategic position and key customer situation.
Market Research
High Speed Helicopter Forecast – World’s Largest Rotorcraft Manufacturer
Led development of a 20-year outlook for a new, high-speed helicopter concept for both civil and military applications in multiple segments. Included future units and value along with a model for seeing the effects of different price and cost of operation assumptions.
Quarterly Market Assessment Report – Tier 1 Avionics Supplier
Retained to research topical technical subjects in the business aviation, regional airline and commercial airline segments. Subjects varied to include regulatory, new technology, competitive intelligence, user interviews and more. Separately engaged to conduct one-off studies as well.
Business Jet Feasibility Study – Emerging Market Aerospace Company
Assisted in providing feedback and market soundings on a proposed business jet by an offshore aircraft manufacturing entity without private aircraft exposure. In addition to surveying end-users, we provided successful/unsuccessful case studies of previous business jet launches including lessons learned.
Expert Witness
Aircraft Manufacturer International Arbitration – Failed Acquisition Deal
High profile international case involving two major worldwide airliner manufacturers. Wrote expert report used as the client’s cornerstone of the case which prevailed.
Aerospace Supplier/Aircraft Manufacturer Dispute – Aircraft Program Termination Harms Cross-Border Supplier
A Tier 1 aerospace supplier was not paid after an aircraft manufacturer cancelled a new program. Developed arguments for plaintiff and wrote comprehensive expert report to demonstrate that the program was relevant to the market and would have had a meaningful future if not cancelled.
Company Reorganization Plan Argument – Unsecured Debt Holder v. Debtor
Helped unsecured debt holder plaintiff challenge the reorganization business plan of their bankrupt investee