GCG Managing Director Peter Frankfort, who leads the firm’s Aerospace & Defense practice, recently shared his insights with PE Hub on trends shaping the sector, in the article “Aerospace & Defense: 2025 Marks a Record-Breaking Year for Private Equity Deals in the Sector.”

“Although a lot of companies operate in both the OEM and MRO worlds, and both attract private equity, it’s the latter that’s commanding the most attention,” Peter noted. “The pendulum has swung toward increased interest in MRO.”

Key factors driving PE interest in MRO have been its resilience and recurring revenue potential, particularly demonstrated in recent years where new aircraft demand has exceeded supply due to production challenges. High utilization of aircraft fleets filled the gap.

M&A transaction volume within the new aircraft supply chain also continues to be robust, with OEMs increasing production rates in a substantial way, providing suppliers with significant visibility to growth.

Read the full article on PE Hub’s website (subscription required).

Get in Touch

Tell us a little about yourself and we will get in touch as soon as we can.