MARKETS
EXPERTS IN AEROSPACE, DEFENSE, GOVERNMENT SERVICES, AND
ENERGY MARKETS
COMMERCIAL AEROSPACE
Commercial air travel has fully recovered from impacts due to the Coronavirus pandemic, but economic and safety issues have added uncertainty to near-term outlook.
At Arnovia we help sponsors and strategics understand the growth outlook and key risks across the OE, MRO, and aviation services markets and supply chain, including addressing the pace and scope of further outsourcing in MRO as in-service fleets mature, the potential short and long-term impacts from safety issues in the Boeing supply chain, and broad technology trends driving the future of airframe and aeroengine design.
DEFENSE
The U.S. political climate has led to a flattening budgetary outlook that may extend beyond the immediate future, even as the U.S. and its allies continue to invest in capabilities to confront increasingly aggressive near-peer competitors.
At Arnovia we help sponsors and strategics understand the strategic, budgetary, and procurement drivers that will define who the winners and losers will be down to a program level and therefore which opportunities have the strongest growth outlook, what the risks are, and how those risks can be managed.
GOVERNMENT SERVICES
Intelligence and Federal IT services transactions have increased significantly as buyers seek add-ons to scale up in a constrained budgetary environment that may extend long-term.
As capabilities like Cyber and AI shape opportunities, we help stakeholders understand and evaluate the broad, diverse mission and customer landscape that includes Enterprise IT, Digital Transformation, Digital & Model-Based Procurement, Engineering Support, and other mission requirements across U.S. and allied defense, intelligence, and civil agencies.
BUSINESS AVIATION
Attracting new users that drove greater resilience during the Coronavirus pandemic versus Commercial Aerospace, Business Aviation is set to continue to benefit from growth in leisure-based domestic private travel even as legacy demand drivers remain soft.
At Arnovia, we help support sponsors and strategics in assessing business aviation sector companies including aircraft OEMs, FBO operators, charter and jetcard firms, maintenance providers, and SaaS developers.
ENERGY
Despite strong policy support and real share growth, accelerating development of renewable energy sources for both grid and decentralized power generation has not produced the declining demand outlook for natural gas that many have anticipated - instead, growing power demand is combining with renewable reliability concerns to sustain natural gas demand.
At Arnovia we help buyers and sellers understand how these macro dynamics drive both near-term and longer-term opportunities and what the timing and impact of accelerating public interest in reducing carbon footprint and evolving renewable and net-zero technologies will be on the turbomachinery installed base, legacy and modular nuclear demand, and the underlying OEM and aftermarket industrial base.
SPACE
Reduced space launch costs have catalyzed both a nascent commercial space economy and a transformation in the scale and nature of defense and civil government exploitation of space, both for Earth-based and space-based missions and purposes.
We recognize the role that younger companies will have in shaping the space segment for all actors - customers, sponsors, and strategics in the years to come. We work across both the mature and emerging company landscape to help buyers and sellers distinguish high-growth, manageable risk opportunities from more theoretical but inspiring ideas and solutions.