In aerospace and defense, predictability, stability and certainty are the fuel all deals run on. Buyers purchase companies expecting a sure thing that will sustain for decades. Will tariffs stop the deal flow in Aerospace and Defense?
What happens when you throw the possibility of unpredictable tariffs into this market?
You get buyer and seller uncertainty which slows the market down. No one knows exactly how President Trump’s tariffs will impact the supply chain and the deals that will get done.
That doesn’t mean it’s gloom and doom, though. The market is still good, there’s still plenty of deals to be done, and investor uncertainty is turning into cautious optimism. With a little more comfort that the wheels won’t come flying off the bus, we’ll see more movement in the market.
How is the new administration going to affect aerospace and defense? What’s the current state of M&A? In this episode, M&A specialist Bill Alderman returns for his quarterly check-in and today Bill and I talk about the tariffs and their impact on the market.
You’ll listen to Bill and me discuss:
- What’s really going on with American defense contractors
- The pandemic hangover, aircraft production and how it’s affecting the market
- How the market is reacting to President Trump’s tariffs
- The talent crisis America has to solve
“This is a great market, we just need a little more comfort that the wheels won’t come flying off the bus.” – Bill Alderman
Craig Picken is the premier executive recruiter servicing the Aviation and Aerospace industries