We discuss the process and structure of our recent analysis on HEICO's acquisition of Wencor. We explore:
The structure of the aftermarket value chain
Synergies between HEI / Wencor across PMA, MRO, and distribution 
Advantages of owning MRO and distribution with PMA assets
How HEI bargaining power changes post-acquisition 
Why the alternate bill of materials strategy is an opportunity for HEI

We discuss the process and structure of our recent analysis on HEICO's acquisition of Wencor. We explore: The structure of the aftermarket value chain Synergies between HEI / Wencor across PMA, MRO, and distribution Advantages of owning MRO and distribution with PMA assets How HEI bargaining power changes post-acquisition Why the alternate bill of materials strategy is an opportunity for HEI

HEICO / Wencor

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

Share HEICO / Wencor

Sign up to save your podcasts

HEICO / Wencor

HEICO / Wencor