In the current issue of the SektorReport Mobility for Q2 2024, in addition to the valuation trends in the automotive industry in the sector insight, we are addressing the supplier sector of the aerospace industry, particularly European suppliers for aircraft manufacturing and Maintenance, Repair, and Operations (MRO) service providers. The industry is highly dependent on the two major civil aircraft manufacturers and has faced several challenges in recent years. Currently, MRO service providers are benefiting from slower deliveries by manufacturers, as existing fleets need to remain in operation longer and therefore require corresponding maintenance.

In the second quarter, Transfer Partners successfully advised aviationscouts GmbH, a supplier to the aircraft industry, in particular airlines and MROs, on corporate succession and growth financing.

-- card deal ---

In the automotive sector, the transformation continues. Numerous projects are being initiated among OEMs, while the Tier 2 and Tier 3 sectors are struggling with many insolvencies. Large Tier 1 suppliers, such as BOSCH and ZF, are facing ongoing problems and require significant optimisation. Despite the challenging situation, valuations are slightly positive, although this is more due to strong market sentiment than an actual improvement in the automotive market.

Our SektorReports are available in German language. If you have further questions regarding this topic, feel free to get in touch.