-
Summary
In aerospace and defense, products don’t travel alone; politics, partnerships, and supply chains travel with them. Understanding how capital flows and mergers lead to long-term industrial lock-in is now crucial for navigating the global market.
Join our experts as they explore key trends and strategic opportunities across the global Aerospace & Defense landscape using S&P Capital IQ Pro and Visible Alpha. We will analyze how multinational programs, such as the F-35, rely on ecosystems of international partnerships and global supply chains.
Attend this session to learn how to:
- Identify M&A and joint venture activity across the aerospace and defense ecosystem.
- Track shifting analyst expectations to support diligence and valuation with estimates.
- Assess supply chain and value chain interdependencies to spot disruptions, consolidation, and collaboration opportunities with AI-driven insights.
- Apply a clear framework for strategic planning, partnerships, and investment decisions.
Who Should Attend:
This session is tailored for professionals in the Aerospace and Defense sector, including those in corporate strategy, corporate development, business development, M&A, investment banking, private equity, and consulting, who need timely insights to stay ahead of market shifts and geopolitical risks.
Speakers
S&P Global Market Intelligence
Ely Fal
Associate Director of Market Development, Data & Research Solutions
Ely Fal is a market development associate in the desktop business development team based in London where his key focus areas are corporates and professional services in Europe. Throughout his time at S&P Global, Ely has worked with emerging start-ups and mature companies in private and public markets with scopes spanning Corporate Development, M&A, Strategy, Credit Risk, ESG and Business Development.
S&P Global Market Intelligence
Hamish Wells
Commercial Team Lead, Visible Alpha
Hamish is a Representative in the Visible Alpha desktop and feed distribution team at S&P Market Intelligence with a specialisation in biopharma market data aimed Corporates and Buyside professionals. He joined S&P Global as part of the strategic acquisition of Visible Alpha in May 2024. During his time distributing Visible Alpha's quantitative broker forecast dataset, Hamish has worked with a broad range of clients including Corporate Investor Relations, Private Equity, Professional Services, and Hedge Funds professionals before specialising in working with Healthcare professionals and Analysts. Before Visible Alpha, Hamish worked as an Equity Research Analyst covering US Tech. Hamish received a BSc in Economics from the University of Manchester in 2018.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.