We’re in a Bifurcated Market: Everyone’s Thriving Except Boeing (REPLAY)
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During the pandemic, aviation was in a world of hurt and it took a long time to recover. Now that we’re out of that, everyone is making money…except Boeing and anyone tied to them.   If you’re a well-run company, executing at a high level, you’re benefiting from the industry bounce back. If you’re programmatically connected to Boeing - well, it’s complicated and will be for a while.   Is there any silver lining for Boeing, or can we expect trouble for the next decade? Are interest rates affecting aviation, or is the labor shortage still the most pressing concern? In this episode, M&A banker, Bill Alderman returns to share the state of the industry and it’s so bifurcated.   If you are programmatically tied to Boeing, this is a difficult time for you, and it’s got nothing to do with the industry. It’s that your customer has actual operating problems and that flows right down onto you. -Bill Alderman   Three Things You’ll Learn In This Episode  -The real problem  Everyone’s talking about the impact of interest rates, but is the labor shortage the real issue?    -Can Boeing get its act together Why is Boeing having such a hard time while everyone else in the industry is experiencing incredible profitability?    -Boeing’s fate The market’s lost confidence in Boeing, are they due for an activist investor or total collapse?      Guest Bio   William ‘Bill’ Alderman is the Founder and President of Alderman & Company who are aerospace and defense M&A bankers. Bill has always had a passion for aviation, and is both a commercial pilot and aircraft owner. Today, he uses his expertise, coupled with his interests to represent Middle Market Sellers in the Aerospace and Defense industry.    To find out more, go to:https://aldermanco.com/    You can also call or text him on:  914.414.4070   Or email him at:  [email protected]    Learn More About Your Host:   Co-founder and Managing Partner for Northstar Group, Craig is focused on recruiting senior-level leadership, sales, and operations executives for some of the most prominent companies in the aviation and aerospace industry. Clients include well-known aircraft OEMs, aircraft operators, leasing / financial organizations, and Maintenance / Repair / Overhaul (MRO) providers.    Since 2009 Craig has personally concluded more than 150 executive searches in a variety of disciplines. As the only executive recruiter who has flown airplanes, sold airplanes, AND run a business, Craig is uniquely positioned to build deep, lasting relationships with both executives and the boards and stakeholders they serve. This allows him to use a detailed, disciplined process that does more than pair the ideal candidate with the perfect opportunity and hit the business goals of the companies he serves.
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