Aerospace and aviation sectors are transitioning rapidly given OEM and airline dynamics, geopolitical trends, demand for next generation technologies and architectures, and the rise of new industrial players. Our strength and volume of work across hundreds of strategy and diligence projects in the commercial aerospace and aviation segment ensures that we have the most current information to support our engagements.

Commercial, business, and general aviation markets have unique dynamics that span global production and aftermarket supply chains. We capture these by closely tracking and forecasting production rates and value chain elements to the component level for each variant of aircraft produced and each supplier.  In the aftermarket we track fleets by tail number and forecast maintenance cycles, spares and respective maintenance, repair and overhaul parts and services. 

Our expertise extends to technology and services procured by airlines and fleet operators.  We complement our models with a strong bench of senior advisors and industry networks including senior aerospace and aviation executives, supply chain experts, customers, and technologists.

Space launch, satellites, ground system, and space exploration segments are rapidly evolving with new technologies, programs and entrants.  Renaissance Strategic Advisors' leadership in space stems from completing hundreds of strategy and diligence projects that provide a deep understanding of the ecosystem across established industry participants and newly established technology entrants.

Our expertise encompasses system and subsystem OEMs, constellation operators, services and data providers. We maintain models and forecasts on global satellite, launch, and space systems with detailed information on customers, programs, platforms and value chains down to the component level.  Our team draws upon this resident expertise to support a broad range of strategy and diligence projects.  Additionally, we supplement our insight with a bench of Senior Advisors with national security backgrounds and access to provide insights and recommendations on classified matters.

Federal IT and Government Services encompasses the broad range of Department of Defense, Intelligence Community, Healthcare and broader Federal Civil contractor activity in the US market.  Our team has engaged with corporates and investors through the development of the sector over decades, and our experience includes advising on many of the industry-defining transactions and strategic initiatives.

Our frameworks have evolved from supporting rationale and approach to the sector’s post-sequestration consolidation to actively support the industry’s transition from a labor services-driven economy to a technology and software-led one.  In order to enrich hundreds of projects in this segment we have built proprietary historical and forecast market data sets that capture customers, programs, and delivery models.  We continue to work actively with small businesses on transformational strategies to compete on a full-and-open basis, midsized firms on their growth and M&A-driven development, and the major prime contractors on navigating developments in budgets, building partnerships to access new capabilities.

Defense Systems & Technology encompasses platforms, subsystems, and technology content globally. For decades and across hundreds of projects, our team has built deep expertise advising the global defense industrial base. During this time we have developed models and frameworks that track and forecast spend of customers, development and production programs, platforms, and their respective value chains down to the component level.  These value chain models have supported our expertise in mechanical, electro-mechanical and defense electronics content across system types and phenomenologies.

Our aftermarket models track fleets of hardware, modernization initiatives, and maintenance, repair and overhaul parts and services demand for airborne, maritime, and land systems. We forecast this level of detail based on known customer budgets and planned initiatives creating rich data sets to support a range of client projects.

With our leading expertise and IP, we have supported the majority of defense primes and major mid-tiers with strategy and diligence projects globally. We have also worked extensively with privately owned and PE- and VC-backed businesses on growth strategy and ownership transition.  

The Aerospace, Defense and Government sectors have persistent drivers of change driven by the development of enabling technologies from both within the sector and broader commercial sector, and changes in end-customer requirements related to national security, performance, safety, and efficiency.  

By virtue of its broad coverage of the sector, Renaissance Strategic Advisors is at the forefront of many of these developments including Artificial Intelligence and Machine Learning, Autonomy and Robotics, Hypersonics, Directed Energy, Quantum Computing and Biotechnology.  Similarly, as customers look to access new capabilities, they have either demanded or been open to new business models such as procuring “as-a-solution” or on a commercial basis, opening new investment and pricing strategies. 

Our projects have included mapping disruption, investment and growth strategies, and investment diligence.  Past performance on disruptive technologies and business models combines with our deep understanding of the sector to provide a strong understanding of use cases, customer needs, and deployment strategies for new capabilities.