Strategic Planning

At First Equity, we understand that in order to compete in an increasingly global business environment, a strategic approach is required to identify and capitalize on opportunities. The depth of our expertise in the aerospace and defense industry enables us to give you unique insights about existing and future trends, and to offer creative solutions in response to your challenges. We help you plan the future, assuring your competitive position over the long term.

Garrett Aviation

Following a successful management buyout, the owners of this Phoenix based engine repair and overhaul company were looking to ensure the future success of their enterprise in an industry fraught with rapid change and consolidation. They engaged First Equity to develop a comprehensive study of market trends and the competitive environment, along with recommendations on growth strategies. Following First Equity’s advice, Garrett decided to join forces with UNC, Inc., a larger engine repair and overhaul company. This consolidation trend continued: UNC was purchased by GE Aircraft Engines, who subsequently purchased UNC competitor Greenwich Aviation Services. Thanks to First Equity's guidance, Garrett management and shareholders made a strong return on their investment while capitalizing on industry dynamics.