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IPOs Are Back and Changing Aerospace Deals, Here’s Why w/ Nick Fazioli
Aerospace has always been a cyclical industry, one sector up, another down, capital moving cautiously between them. That’s not what’s happening right now. Every major sector is ripping at the same time, for completely different reasons.
Commercial is coming back online. Aftermarket and MRO have been running hot since COVID. Defense is being pulled forward by geopolitical demand. Business aviation has settled into a stronger, more stable “new normal.”
It’s rare to see this kind of synchronized momentum across the entire ecosystem, and when it happens, it changes how capital behaves.
For years…
The skinny
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