ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "HEICO / Wencor"
Episode Synopsis
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
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
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