Cincinnati Youth Collaborative’s Post

Stifel has become the first investment firm to get approval to raise private capital under a new SBA – Department of Defense partnership focused on investing in lower and middle market businesses that support critical technologies and manufacturing priorities vital to U.S. national security. Stifel Managing Director Mike Nitka calls this a rare opportunity to mix purpose and passion. “We are advancing the adoption of mission-ready production technology for the US aerospace and defense supply chain, he says, while supporting the journey of emerging US small businesses.” Read more: https://lnkd.in/e8wBA3xB #privatecapital #sba #departmentofdefense #fundraising #aerospace #additivemanufacturing #defenseindustry #middlemarket #supplychain #nationalsecurity

Private Equity Investment

How many PE firms are currently investing in the A&D sector? 173 PE firms. Find the whole market report here - https://lnkd.in/dGCuiU5g #rawselection #aerospace #privateequity #portfoliocompany

Reaction Engines' recent announcement to hire advisers to raise capital for their flagship Skylon and SABRE projects after three decades and substantial funding raises a critical question: Is this long time loss making business sustainable? While the company emphasizes a shift towards sustainability, one cannot ignore the unmet promises and the vast resources invested in this company...also at UK taxpayers expense. The aerospace industry thrives on innovation, but it also demands PROFITS. It's crucial to acknowledge the dedication and technical prowess of the Reaction Engines team, yet the inability to materialize these projects raises concerns about the feasibility of their initial vision. This new capital raise, while potentially opening new avenues, also underscores the challenges inherent in pushing technological boundaries. It serves as a stark reminder that even with substantial backing and brilliant minds, transforming ambitious concepts into reality is fraught with complexities. The aerospace community will undoubtedly be watching Reaction Engines' next steps closely. Will their new capital raise attempt yield tangible outcomes, or will it be another chapter in a story of unfulfilled potential and unmet promises? #ReactionEngines #Skylon #SABRE #AerospaceInnovation Rolls-Royce BAE Systems

Strategic Expansion Alert in Aerospace: ESCO Technologies Acquires Mayday and Hi-Tech ESCO Technologies Inc. has announced the acquisition of Mayday Manufacturing Co. and Hi-Tech Metals, Inc. This strategic acquisition not only expands ESCO's repertoire in mission-critical aerospace components but also enhances its vertical integration within the aerospace and defense industry. Why This Matters: 📈 Enhanced Capabilities: The acquisition merges Mayday’s expertise in precision aerospace components with Hi-Tech’s advanced metal processing services. This synergy is set to elevate ESCO’s manufacturing prowess, meeting the rigorous demands of aerospace production with greater efficiency and innovation. 📈 Operational Excellence* By integrating these entities, ESCO is poised to streamline its operations, reduce costs, and enhance its competitive edge in securing global contracts, particularly at a time when the aerospace sector is witnessing renewed growth. 📈 Market Dynamics: This move strategically positions ESCO to leverage growing global demands in both commercial and defense aerospace sectors, potentially altering competitive landscapes and prompting industry-wide shifts. Investor Insights: With this acquisition, ESCO Technologies is not just expanding its footprint but is setting a new standard in aerospace component supply chains. For investors, this represents a unique opportunity to engage with a company that is poised for potential market share expansion and innovative leaps. The focus on operational synergies and technological advancements could translate into significant long-term value creation. As the aerospace industry continues to evolve with technological advancements and increased demand for modernized fleets, ESCO’s latest move could very well position it as a leader in next-gen aerospace solutions. This is a pivotal moment for the company and potentially for the market at large. Stay tuned as we continue to monitor how this strategic expansion influences the broader aerospace and defense landscape. Read More: https://lnkd.in/dF9swYKJ #AerospaceInnovation #ESCOMaydayHiTech #MarketDynamics #InvestmentOpportunity #StrategicAcquisition #AerospaceAndDefense #MarketUnwinded

🚀 Curtiss-Wright Corporation: A Solid Investment Opportunity in Aerospace & Defense ✈️⚡ Curtiss-Wright Corporation is a leading provider of engineered products, solutions, and services across the aerospace, defense, general industrial, and power generation sectors. With three robust segments—Aerospace & Industrial, Defense Electronics, and Naval & Power—the company is positioned for growth in various industries. Mavefund Investment Research recently conducted a comprehensive analysis of Curtiss-Wright Corporation, resulting in an "Overweight" recommendation. The following highlights demonstrate why Curtiss-Wright is a compelling investment: 📈 Price Performance: The company's year-to-date (YTD) real return is 13.62%, with a 6-month return of 27.6%. 💸 Financial Strength: Curtiss-Wright's revenue has consistently grown from 2018 to 2023, reaching $2,845.4 million in 2023. Net income has also increased to $354.5 million. 📊 Solid Margins: With an operating margin of 17.0% and a net margin of 12.5%, Curtiss-Wright has proven its profitability and efficiency. 🛠️ Consistent Share Buybacks: Curtiss-Wright has a high score in the share buyback category, indicating a commitment to returning value to shareholders. ⚖️ Conservative Leverage: The company's lower leverage ratio compared to the sector median value contributes to its stable financial structure. 💡 Continuous Innovation: Curtiss-Wright's focus on innovation and reliability in its segments ensures sustainable growth and adaptability to market demands. Curtiss-Wright's strengths in Earnings Per Share (EPS), Return on Equity (ROE), Net Margin, Share Buybacks, and Leverage make it a standout investment. It's no wonder that Mavefund's analysis scores the company highly in several key areas. 📍 Recommendation: If you're exploring investment opportunities in aerospace and defense, consider Curtiss-Wright Corporation as a strong candidate for your portfolio. Stock Price: $252.8 Recommendation: Overweight Investment Research Date: April 24, 2024 Disclaimer: There are risks associated with investing. The value of your investment may fall or rise. Losses of the capital invested may occur. Past performance, simulations or forecasts are not a reliable indicator of future performance.

Get on board with decarbonising the Midlands Aerospace cluster.    🛫 To achieve net zero business operations by 2050, the aerospace supply chain must identify the key manufacturing processes and operations that contribute to GHG emissions and engage with local expertise to develop and test a credible place based industrial decarbonisation plan.    We are launching the Decarbonising the Midlands Aerospace Cluster (DMAC) project online on the 26th of March (9:30-10:30). The project team will regularly share insights and strategies with the broader Midlands aerospace cluster, serving as a practical blueprint for other companies to follow confidently. Learn about the opportunities for involvement with;   📉 Baselining  🔧 Development of potential solutions assessed for technical and commercial challenge  📊 Targets for a phased strategy and emissions reduction plan  📝 Joining research and decarbonisation efforts 📅 Book here; https://lnkd.in/e2xnSycu  The Decarbonising the Midlands Aerospace Cluster project is one of 12 that has recently received funding from the UK Government  Department for Energy Security and Net Zero  (DESNZ) Local Industrial Decarbonisation Plans programme. This forms part of a £6 million initiative to encourage industrial clusters to develop decarbonisation plans with support also coming from  Innovate UK.     This works is being spearheaded by MIDLANDS AEROSPACE ALLIANCE Collins Aerospace ,  ITP Aero , Arrowsmith (part of  ASG Group ),  G&O Springs ,  Technoset Ltd.  and  Helix.       Read more about this important project here: https://lnkd.in/eu_kDfGm      #aerospace   #aerospaceindustry   #aerospaceindustries   #aerospacemanufacturing   #aerospaceengineering   #advancedmanufacturing   #advancedengineering   #ukmanufacturing   #ukengineering   #manufacturingindustry   #manufacturinguk   #engineeringuk   #ukmfg   #decarbonisation   #netzero   #netzerotransition   #netzerotransformation   #netzerocarbon   #netzero2050   #netzeroemission   #netzerofuture   #jetzero   #sustainabilityleadership   #sustainableaviation  

Triton Partners identified that Russia’s annexation of Crimea in 2014 had “led to an increase of investments in security”, Triton's Johannes Meier tells me. The #PrivateEquity firm then went on to buy RENK Group, a #transmission engineering company with 70 percent of its revenues from the defence industry, from Volkswagen in 2020. But on top of the tailwinds from the defence industry, Triton also focused on making Renk a more customer-focused business, as well as investing in capex and #MandA, before listing the business last month. We also touched on the potential business for Renk from the energy transition sector, using similar engineering from older energy industries. “There is not much reengineering needed,” said Meier. “Similar products can be applied to the hydrogen, carbon capturing and the heat pump industries. Renk is expecting quite rapid growth in that business. That’s the next big wave that is going to come.” https://lnkd.in/df8YbAYF

Announcement Next week, Jan Børge Sagmo and Benjamin Ferstad will be attending The Battery Venture, Innovation & Partnering Conference, which is scheduled to coincide with the 41st Annual International Battery Seminar in Florida, on March 13, 2024. This conference aims to facilitate a dialogue among C-level executives, investors, and CEOs of innovative startups in the battery and energy storage sectors. As investment trends in energy storage and battery technology continue to evolve, attracting a mix of corporate, venture capital, private equity, and other funding sources, the importance of continued investment to scale and commercialize battery technologies cannot be understated. The conference will delve into various topics, including investment landscapes, technological funding, market valuations, and strategies for startups to enhance their valuation. Furthermore, discussions will cover recent industry exits, M&As, and strategies for navigating the tight capital environment, emphasizing the importance of working effectively with investors. Designed for stakeholders across the startup ecosystem and energy storage sector, the event promises valuable insights and networking opportunities. For those interested, the technical Battery Seminar & Exhibit running in parallel offers a deeper dive into the industry's technical advancements. Would you like to have a talk with Jan and Benjamin while they are there, don't hesitate to contact them #FloridaBattery #Safety #Sustainable https://lnkd.in/eYfayGy

Boeing Equity Report is out! Unlocking the Potential: Boeing Co., Inc.'s Strategic Insights Your feedback is invaluable! Dive into the report and share your thoughts. Let's drive innovation and growth together! 💡💼 Credits to: David Marshall (Summary) Danyaal K. (Company Overview) Sai Thokala (Industry Overview) Frederick von Dobbeler (Financial Performance) Renata Simioni Casanova (Valuation and Lead Analyst) Ramazan-Jasur Salimov (Investment Recommendation) Ray Bassil (Risks) #Finance #Aerospace #Defense #Investment #Boeing #EquityResearch #FinancialAnalysis