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. Will deals get done?
Is it doom and gloom?
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.
What you will learn in this podcast
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
- Will tariffs stop the deal flow in aerospace and defense
“This is a great market, we just need a little more comfort that the wheels won’t come flying off the bus.” – Bill Alderman
About Craig Picken
Craig Picken is the Managing Partner of Craig Picken Executive Search, a retained search firm focused on elevating leadership in aviation and aerospace. Since 2008, he has completed more than 400 senior-level searches across MRO, manufacturing, and services, partnering with premier OEMs, operators, financial organizations, and private equity sponsors.
A former Naval Flight Officer with over 100 combat missions and 325 carrier landings, Craig brings a unique perspective as the only executive recruiter in the industry who has flown, sold, and led P&L in aviation. Beyond recruiting, he is a speaker, executive coach, and host of The Aerospace Executive Podcast, where he highlights leadership insights from across the industry.