The Aerospace Executive Podcast

One of the most unusual businesses in space starts with a Cold War fighter jet. Starfighters Space operates the world’s only Mach 2+ commercial fleet—a handful of F-104 Starfighters flown by a small cadre of pilots. Could these aircraft help shape America’s future in space? The company recently went public, and I wanted to understand the business behind the speed. I sat down with CEO Tim Franta to...

AI is opening up new warfighting capabilities, but behind the scenes, the government is constrained by power, energy, and compute. What happens when the government has a problem that can’t be solved by writing checks?   Marc Murphy, CEO of Ignite Digital , joins me to share how AI is driving rapid change in the Department of War, including government procurement processes.    He points out that th...

The GE Aerospace acquisition of CPP is in the news. But it’s not just defense tech that’s commanding massive multiples. Meghan Welch returns with her colleague, Hubert de la Vauvre, to share the latest on M&A in aerospace, defense and beyond. Their experience leading Brown Gibbons Lang & Company (BGL) has them working with clients on both buy and sell side.   They’re seeing  more companies...

An American fighter goes down in hostile territory. Recovering the crew requires multiple aircraft, enormous resources, and putting even more lives at risk. What if an autonomous aircraft could fly into that same environment, extract the crew, and return without risking another pilot?   That's one of the possibilities Michael Cervenka, Chief Commercial and Strategy Officer of Vertical Aerospace, i...

Money isn’t the only thing flowing into aerospace from Silicon Valley.   So are the ideas, the methods and the mindset! Anders Forslund, Founder and CEO of Heart Aerospace, joins me to talk about one of the biggest challenges in aviation: reinventing the regional aircraft. Heart believes hybrid-electric propulsion can change the economics and possibilities of short-range commercial flight. And the...

Defense is changing. Fast. For decades, weapons development was measured in years, sometimes decades. That model is being challenged. A new generation of defense-tech companies, backed by serious venture capital, is approaching the problem differently: Move fast. Build fast. Iterate fast. Mach Industries recently raised $300 million in Series C funding, valuing the company at $1.8 billion. But thi...

In the defense industrial base, everyone knows the primes dominate the big programs, but that leaves a huge gap in the middle.  Startups don’t scale, the primes can’t move fast, and decades of consolidation have hollowed out the space in between. For years, everyone has recognized this gap, but no one has really solved it. The primes are getting bigger, the small innovators get attention but strug...

“The AI data center build-out is already the biggest infrastructure project, inflation-adjusted, that we've ever undertaken as a society.”  That’s Sebastian Schaal, co-founder and Managing Director of Luminovo , an AI software company specializing in electronics supply chain management. I wanted to talk to Sebastian about how executives respond when key components are seeing 20X the demand of pre-...

The transition from being a rockstar in your vertical to leading at the C-suite level is one of the hardest jumps in modern business.  Not because you aren’t capable, but because the job changes faster than anyone prepares you for, and the timeline to become effective has collapsed from years to months. You used to have a multi-year runway to listen, learn, and settle in. Now the proving ground ha...

Aerospace has always been a cyclical industry, one sector up, another down, capital moving cautiously between them. That’s not what’s happening right now. Every major sector is ripping at the same time, for completely different reasons. Commercial is coming back online. Aftermarket and MRO have been running hot since COVID. Defense is being pulled forward by geopolitical demand. Business aviation...

Most people think the aerospace supply chain is crawling back to normal after the pandemic. But that’s not what’s happening. The industry is scaling in a permanently elevated demand environment. Commercial aviation is rebuilding. Defense budgets are structurally higher. New platforms like EVTOL, drones, hypersonics, and space are moving into production. This isn’t a strain; it’s a structural trans...

What is the minimum level of leadership an aerospace company needs to survive constant change? Because technical excellence is not enough anymore. Aerospace and aviation companies are being pushed to move faster, scale highly specialized teams, cut through bureaucracy, and make decisions before every variable is known. But many are still promoting great engineers, operators, and technical speciali...

The aerospace supply chain does not only break at final assembly. Some of the most important pressure points sit much farther upstream, inside the specialized materials businesses; most of the industry only notices when something goes wrong. High-purity aluminum, specialty alloys, casting capacity, hedging, tariffs, geopolitical risk, and long-cycle inventory decisions all shape whether commercial...

Private equity is no longer a small corner of the market that only dealmakers, investors, and portfolio executives need to understand. It is becoming one of the defining forces in business. More industries are being consolidated. More founder-led companies are being acquired. More executives are being recruited into PE-backed environments. And more leaders are finding themselves operating under a...

Private aviation is no longer serving the same buyer, the same use case, or the same expectation set that it was built around twenty years ago. The old assumption was simple: private aviation was mainly for the already-initiated: aircraft owners, experienced charter users, corporate flight departments, or people who already understood the difference between aircraft categories, operating models, a...

Business aviation has spent decades climbing the same performance ladder: more range, more speed, larger cabins, better engines, better avionics, and more capable aircraft. That evolution created the modern business jet market and pushed the high end into a category that would have been difficult to imagine when the first purpose-built business aircraft entered service. But the next era may not be...

Business aviation is often misunderstood because the aircraft are the most visible part of the story. The brands, the cabins, the speed, the ramp presence, and the culture around private aircraft tend to dominate the public imagination. But the industry was not built around image. It was built around utility. From the early aircraft companies in Wichita to the postwar expansion of aviation infrast...

In aerospace, we talk a lot about “the future of flight.” But most of that conversation has been driven by fantasy. Fully electric aircraft that can’t fly far enough, and technologies that look good in a render but can’t sustain the physics or economics of real aviation.   That’s why what Electra Aero is building feels like the first practical revolution in modern air mobility. It’s not about esca...

Defense is not just changing because the technology is changing. It is changing because the old way of buying, building, funding, and deploying that technology no longer matches the speed of the threat. For decades, aerospace and defense have been built around massive programs, long procurement cycles, and the assumption that the government could define a requirement, put it out to bid, and eventu...

Private equity is often talked about like it’s either a villain or a jackpot. Founders fear it, corporate executives romanticize it, employees hear horror stories, and everyone seems to have an opinion about what happens when PE walks into a business. But that framing misses the bigger shift happening across American industry. Private equity is no longer some niche financial corner of the market....

The space industry is treated like it’s a collection of launches - rockets, satellites, new vehicles, and programs. But that framing misses what’s actually being built right now and how significant it is. What’s happening in space is not just a launch boom. It’s the early construction of a permanent logistics and infrastructure layer that will eventually make access to orbit feel normal, repeatabl...

Oil is $100, airline losses are starting to show up, and Spirit’s collapse is exposing just how hard it is to run an ultra-low-cost model when low cost has disappeared. Any one of those signals could make buyers cautious. Taken together, they should raise a bigger question: why are buyers inside middle-market aerospace and defense still leaning in? Public aerospace companies are still trading at s...

Aerospace has always been a cyclical industry, one sector up, another down, capital moving cautiously between them. That’s not what’s happening right now. Every major sector is ripping at the same time, for completely different reasons. Commercial is coming back online. Aftermarket and MRO have been running hot since COVID. Defense is being pulled forward by geopolitical demand. Business aviation...

Most operators think insurance is about protection. Buy a policy, transfer the risk, move on. But what if that model is quietly draining your margins instead of protecting them? Because here’s the reality: in aviation, it’s not the catastrophic losses that kill your business; it’s everything else.  The unexpected maintenance event that isn’t covered. The operational hiccups you don’t want to claim...

Listening to 70s Southern rock, you can’t help but notice how easily it could fit into today’s rotation. Then you look at something like Hyrox. It shows up as new, but it’s actually CrossFit, same foundation, different packaging. Nothing changed. They’re just being branded differently. And that pattern shows up in careers. The things that actually last don’t change that much. They just get reintro...