The Aerospace Executive Podcast

Private Aviation Customers Are Changing: Here’s How Sentient Jet Is Adapting w/ Alan Walsh

50 min · 9. juli 2026
episode Private Aviation Customers Are Changing: Here’s How Sentient Jet Is Adapting w/ Alan Walsh cover

Description

Private aviation is no longer serving the same buyer, the same use case, or the same expectation set that it was built around twenty years ago. The old assumption was simple: private aviation was mainly for the already-initiated: aircraft owners, experienced charter users, corporate flight departments, or people who already understood the difference between aircraft categories, operating models, and access options. That market still exists, but a new buyer is entering the industry with a very different set of questions. They are wealthier, often younger, more digitally fluent, more time-sensitive, and in many cases completely new to private aviation. That is where the jet card model becomes more than a product. It becomes a bridge between commercial aviation frustration, fractional ownership, charter, corporate flying, and the growing demand for flexible, predictable private aviation access. In this episode, I’m joined by the CEO of Sentient Jet, Alan Walsh. We discuss how one of the original jet card companies is adapting to a changing private aviation market. We talk about how Sentient is thinking about AI, digital transformation, changing demographics, 135 lift, sustainability, World Cup demand, aircraft preferences, and why the future of private aviation may be less about luxury and more about utility, access, and time. What You’ll Discover In This Episode Why the jet card model remains attractive for new entrants who want private aviation access without aircraft ownership or long-term asset commitment How Sentient Jet is balancing digital convenience with a high-touch service model that still depends on human relationships Why Alan Walsh sees AI as an operational efficiency tool, not a replacement for client-facing service How private aviation demand is being shaped by commercial aviation disruption, reduced regional routes, and the need for better time control Why new private aviation users often need education before they need a sales pitch How changing wealth demographics are bringing younger, more digitally native buyers into the market Why bigger, newer, longer-range aircraft remain in demand and what that means for operators and aircraft availability How major events like the World Cup create sustained, multi-leg private aviation demand across several weeks Why sustainability is becoming a more visible consideration for private aviation customers What the industry may look like as technology, vertical integration, and more individualized access models continue to evolve     About the Guest Alan Walsh is the President of Sentient Jet, where he is responsible for the overall growth, innovation, and success of the business. He has led the development and transformation of Sentient’s service organization while also helping shape the future of Owner Services at Flexjet. Alan has spent his career at the intersection of customer success, strategy, and client experience. He brings a customer-centric mindset and a strong track record of driving large-scale business, operational, and digital transformation across growth, M&A, turnaround, and AI-enabled strategy. Known for building high-performing teams and using data to improve customer outcomes, Alan brings a strategic view of how private aviation is evolving, from changing customer expectations and digital access to service consistency, safety, and the continued role of the jet card model in the market. Connect with Alan on LinkedIn.   About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years’ experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women’s Association, and SOCAL Aviation Association.   Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.

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episode Private Aviation Customers Are Changing: Here’s How Sentient Jet Is Adapting w/ Alan Walsh artwork

Private Aviation Customers Are Changing: Here’s How Sentient Jet Is Adapting w/ Alan Walsh

Private aviation is no longer serving the same buyer, the same use case, or the same expectation set that it was built around twenty years ago. The old assumption was simple: private aviation was mainly for the already-initiated: aircraft owners, experienced charter users, corporate flight departments, or people who already understood the difference between aircraft categories, operating models, and access options. That market still exists, but a new buyer is entering the industry with a very different set of questions. They are wealthier, often younger, more digitally fluent, more time-sensitive, and in many cases completely new to private aviation. That is where the jet card model becomes more than a product. It becomes a bridge between commercial aviation frustration, fractional ownership, charter, corporate flying, and the growing demand for flexible, predictable private aviation access. In this episode, I’m joined by the CEO of Sentient Jet, Alan Walsh. We discuss how one of the original jet card companies is adapting to a changing private aviation market. We talk about how Sentient is thinking about AI, digital transformation, changing demographics, 135 lift, sustainability, World Cup demand, aircraft preferences, and why the future of private aviation may be less about luxury and more about utility, access, and time. What You’ll Discover In This Episode Why the jet card model remains attractive for new entrants who want private aviation access without aircraft ownership or long-term asset commitment How Sentient Jet is balancing digital convenience with a high-touch service model that still depends on human relationships Why Alan Walsh sees AI as an operational efficiency tool, not a replacement for client-facing service How private aviation demand is being shaped by commercial aviation disruption, reduced regional routes, and the need for better time control Why new private aviation users often need education before they need a sales pitch How changing wealth demographics are bringing younger, more digitally native buyers into the market Why bigger, newer, longer-range aircraft remain in demand and what that means for operators and aircraft availability How major events like the World Cup create sustained, multi-leg private aviation demand across several weeks Why sustainability is becoming a more visible consideration for private aviation customers What the industry may look like as technology, vertical integration, and more individualized access models continue to evolve     About the Guest Alan Walsh is the President of Sentient Jet, where he is responsible for the overall growth, innovation, and success of the business. He has led the development and transformation of Sentient’s service organization while also helping shape the future of Owner Services at Flexjet. Alan has spent his career at the intersection of customer success, strategy, and client experience. He brings a customer-centric mindset and a strong track record of driving large-scale business, operational, and digital transformation across growth, M&A, turnaround, and AI-enabled strategy. Known for building high-performing teams and using data to improve customer outcomes, Alan brings a strategic view of how private aviation is evolving, from changing customer expectations and digital access to service consistency, safety, and the continued role of the jet card model in the market. Connect with Alan on LinkedIn.   About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years’ experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women’s Association, and SOCAL Aviation Association.   Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.

9. juli 202650 min
episode Business Aviation’s Next Chapter: Beyond Range, Speed, and Size artwork

Business Aviation’s Next Chapter: Beyond Range, Speed, and Size

Business aviation has spent decades climbing the same performance ladder: more range, more speed, larger cabins, better engines, better avionics, and more capable aircraft. That evolution created the modern business jet market and pushed the high end into a category that would have been difficult to imagine when the first purpose-built business aircraft entered service. But the next era may not be defined by simply building a bigger airplane. With aircraft like the G800, Global 8000, and Falcon 10X, the upper end of the market is already approaching the practical limits of range, cabin size, and price. Supersonic business aviation remains difficult. New air vehicle concepts may be promising, but business aviation has historically prioritized performance, reliability, and mission utility over radical experimentation. That raises a more important question for business aviation leaders: where does meaningful differentiation come from next? In this episode, I continue the conversation with Kevin Michaels and Richard Aboulafia of AeroDynamic Advisory about Time Machines: Business Aviation’s Dynamic Journey. This second part looks at the future of the market: why the high end keeps marching upward, why the medium-cabin segment may need a new catalyst, how post-COVID usage patterns are changing ownership and operating models, and why the aircraft may increasingly be judged by what it enables onboard. What You’ll Discover In This Episode Why the ultra-long-range business jet market has continued to expand, even when many people once doubted there would be room for multiple players at the high end. How the G800, Global 8000, and Falcon 10X reflect the continued march toward larger, more capable, and more expensive business aircraft. Why business aviation may be approaching a point where range, speed, and cabin size are no longer enough to create meaningful differentiation. How onboard connectivity, virtual workspaces, interiors, avionics, and human-machine interface may become more important to the next era of business aircraft. Why radically new air vehicle concepts may be harder to justify in a market that has historically prioritized performance and mission utility over fuel-efficiency-led experimentation. What the continued rise of ultra-high-net-worth demand reveals about the top end of the business aviation market. Why the medium-cabin and “workaday” jet market may need a new catalyst as the high end keeps pulling away. How business aviation usage has changed since COVID, including the shift away from traditional ownership and toward fractional, managed aircraft, and Part 135 models. Why “business aviation as a service” may become a more important way to understand the market’s next phase. What leaders should watch as aircraft performance, ownership models, customer expectations, and onboard experience begin to define the next chapter of business aviation.   About the Guests Richard Aboulafia is a Managing Director at AeroDynamic Advisory, a boutique aerospace and defense management consultancy based in Ann Arbor, Michigan. He is also a Special Advisor on Aerospace & Defense at Eurasia Group and a Fellow of the Royal Aeronautical Society. Since 1988, Richard has tracked aircraft programs, markets, and companies as an analyst and consultant, advising aerospace manufacturers, defense contractors, and financial institutions on commercial aviation, military aviation, and broader aerospace and defense market trends. Before joining AeroDynamic Advisory in 2022, he was Vice President of Analysis at Teal Group. Richard is also a widely published aviation and defense writer, with regular columns in Aviation Week & Space Technology and work appearing in outlets including Foreign Policy, Forbes, The Wall Street Journal, the Financial Times, Professional Pilot, and others. He is the co-author, with Kevin Michaels, of Time Machines: Business Aviation’s Dynamic Journey, a comprehensive look at the people, aircraft, technologies, business models, and market forces that shaped business aviation into the industry it is today. Connect with Richard on LinkedIn. Kevin Michaels is a Managing Director at AeroDynamic Advisory and a globally recognized expert in aerospace manufacturing, MRO, strategy, customer satisfaction, M&A advisory, technology assessment, and market analysis. Across his career, Kevin has advised leading aerospace OEMs, airlines, MRO providers, suppliers, and investors on the strategic and operational forces shaping the aerospace industry. Before AeroDynamic Advisory, he was Vice President in ICF International’s Aerospace & MRO consulting practice and co-founder of AeroStrategy, which was acquired by ICF. He also held roles with Rockwell Collins Government Systems, The Canaan Group, and aero-engine supplier Williams International. Kevin is a columnist for Aviation Week & Space Technology’s Up Front feature, a contributing columnist to Inside MRO and Forbes, and chairs the Industry Advisory Board for the University of Michigan’s Aerospace Engineering Department. He is also the author of AeroDynamic: Inside the High-Stakes Global Jetliner Ecosystem, winner of the 2019 Choice Outstanding Academic Title Award. Connect with Kevin on LinkedIn. Buy the book Time Machines: Business Aviation’s Dynamic Journey on Amazon.   About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years’ experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women’s Association, and SOCAL Aviation Association.   Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.

2. juli 202635 min
episode The Aircraft, Engines, and Business Models That Built Business Aviation w/ Richard Aboulafia and Kevin Michaels artwork

The Aircraft, Engines, and Business Models That Built Business Aviation w/ Richard Aboulafia and Kevin Michaels

Business aviation is often misunderstood because the aircraft are the most visible part of the story. The brands, the cabins, the speed, the ramp presence, and the culture around private aircraft tend to dominate the public imagination. But the industry was not built around image. It was built around utility. From the early aircraft companies in Wichita to the postwar expansion of aviation infrastructure, from Gulfstream’s focus on reliability and customer support to Learjet’s cultural impact, from Cessna’s utilitarian approach to the Falcon 20’s role in the early FedEx story, business aviation evolved around one central promise: giving people and companies control over time. In this episode, I talk with Kevin Michaels and Richard Aboulafia of AeroDynamic Advisory about their book, Time Machines: Business Aviation’s Dynamic Journey. Kevin and Richard trace the forces that shaped the business aviation market across decades. The deeper story is not simply how business jets became faster, more capable, or more recognizable. It is how business aviation became an operating system for access, connecting companies, communities, executives, pilots, manufacturers, service networks, and airports in a way the scheduled airline system never could. You’ll also learn; How Wichita became one of the most important centers in aviation history Why World War II accelerated the business aviation ecosystem by creating pilots, mechanics, infrastructure, air traffic control, and mission familiarity. How early business aviation moved from converted aircraft and surplus DC-3s into purpose-built turbine-powered aircraft. Why Gulfstream’s early success was rooted in understanding the customer's mission: short-field access, reliability, dispatch performance, and customer support. How Learjet became the cultural shorthand for business jets through design, performance, Hollywood visibility, and Bill Lear’s marketing instincts. Why Cessna’s slower, more utilitarian Citation strategy became a winning formula for customers who valued functionality and reliability over pure speed. How Dassault’s Falcon 20 gained early momentum through Pan Am, Charles Lindbergh, Federal Express, and the U.S. Coast Guard. Why engine technology repeatedly expanded what business aviation could become. How fractional ownership changed business aviation by opening access beyond traditional whole-aircraft ownership and flight departments. Why general aviation, airport infrastructure, advocacy, and regulation remain foundational to the health of the business aviation industry.   About the Guests Richard Aboulafia is a Managing Director at AeroDynamic Advisory, a boutique aerospace and defense management consultancy based in Ann Arbor, Michigan. He is also a Special Advisor on Aerospace & Defense at Eurasia Group and a Fellow of the Royal Aeronautical Society. Since 1988, Richard has tracked aircraft programs, markets, and companies as an analyst and consultant, advising aerospace manufacturers, defense contractors, and financial institutions on commercial aviation, military aviation, and broader aerospace and defense market trends. Before joining AeroDynamic Advisory in 2022, he was Vice President of Analysis at Teal Group. Richard is also a widely published aviation and defense writer, with regular columns in Aviation Week & Space Technology and work appearing in outlets including Foreign Policy, Forbes, The Wall Street Journal, the Financial Times, Professional Pilot, and others. He is the co-author, with Kevin Michaels, of Time Machines: Business Aviation’s Dynamic Journey, a comprehensive look at the people, aircraft, technologies, business models, and market forces that shaped business aviation into the industry it is today. Connect with Richard on LinkedIn. Kevin Michaels is a Managing Director at AeroDynamic Advisory and a globally recognized expert in aerospace manufacturing, MRO, strategy, customer satisfaction, M&A advisory, technology assessment, and market analysis. Across his career, Kevin has advised leading aerospace OEMs, airlines, MRO providers, suppliers, and investors on the strategic and operational forces shaping the aerospace industry. Before AeroDynamic Advisory, he was Vice President in ICF International’s Aerospace & MRO consulting practice and co-founder of AeroStrategy, which was acquired by ICF. He also held roles with Rockwell Collins Government Systems, The Canaan Group, and aero-engine supplier Williams International. Kevin is a columnist for Aviation Week & Space Technology’s Up Front feature, a contributing columnist to Inside MRO and Forbes, and chairs the Industry Advisory Board for the University of Michigan’s Aerospace Engineering Department. He is also the author of AeroDynamic: Inside the High-Stakes Global Jetliner Ecosystem, winner of the 2019 Choice Outstanding Academic Title Award. Connect with Kevin on LinkedIn. Buy the book Time Machines: Business Aviation’s Dynamic Journey on Amazon.   About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years’ experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women’s Association, and SOCAL Aviation Association.   Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.

25. juni 202642 min
episode The Inflection Point for Flight: Inside Electra Aero’s Quiet Revolution in Air Mobility (Replay) artwork

The Inflection Point for Flight: Inside Electra Aero’s Quiet Revolution in Air Mobility (Replay)

In aerospace, we talk a lot about “the future of flight.” But most of that conversation has been driven by fantasy. Fully electric aircraft that can’t fly far enough, and technologies that look good in a render but can’t sustain the physics or economics of real aviation.   That’s why what Electra Aero is building feels like the first practical revolution in modern air mobility. It’s not about escaping airports altogether; it’s about rethinking what access to the air actually means.    A platform that combines the short-range flexibility of a helicopter with the efficiency, speed, and safety of a fixed-wing aircraft. A system that can land in 150 feet, carry nine passengers, and fly 1,000 miles…all at a cost per seat mile that rivals a Cessna Caravan.   In other words, not a science experiment, but an aircraft for both the Pentagon and Palm Springs.   When you look at the infrastructure, the capital, and the technology now converging, from turbo generators to hybrid propulsion, it’s clear the “inflection point” for advanced air mobility is already here. The question isn’t if we’ll see it, but when the iceberg breaks the surface and everyone suddenly realizes how much has already been built underneath.   What makes this design different enough for the Department of Defense to back it, and powerful enough to fly missions no existing aircraft can?   In this special replay episode, the CEO of Electra Aero, Mark Allen, joins me to dive into what it takes to turn an experimental prototype into a scalable aircraft production company. We also discuss how hybrid-electric flight could redefine how people and goods move between cities in the next decade.   You’ll learn: * Why “payload-to-range” is the real metric that will define the winners in advanced air mobility * How Electra’s hybrid-electric system radically cuts maintenance and lifecycle costs * Why vertical takeoff isn’t the future, ultra-short takeoff and landing is * How runway independence could transform both defense logistics and civilian travel * What it takes to fund deep-tech aviation in a VC world built for SaaS * Why the next big shift in aerospace will feel like a “ketchup bottle” moment: slow, then all at once * How leadership and team “swing” drive complex innovation when the mission is bigger than any one person About the Guest: Marc Allen is the CEO of Electra Aero. At Electra, Marc is leading the charge in developing hybrid-electric Ultra Short aircraft to define the next level of seamless air travel connectivity. Through direct aviation, Electra is bringing air travel closer to where people live, work, and play – without airports, emissions, or noise. ‍Marc joined Electra after a distinguished career at The Boeing Company, where he held several key leadership roles, including Chief Strategy Officer and Senior Vice President for Strategy and Corporate Development. He led the $5 billion customer finance business before spending nearly a decade on Boeing's Executive Council, where he served as President of Boeing International and oversaw critical enterprise-wide functions. As head of all venture businesses, he led Wisk Aero’s restructuring and full acquisition, focusing on the future of autonomous flight and serving as Chairman. Other roles at Boeing included President of the Embraer Partnership, President of Boeing China, and General Counsel of Boeing International. To learn more, go to http://electra.aero/ [http://electra.aero/] or connect with Marc on LinkedIn [https://www.linkedin.com/in/b-marc-allen/].  About your Host: Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years’ experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women’s Association, and SOCAL Aviation Association.    Resources: For more aerospace industry news & commentary: https://craigpicken.com/insights/ [https://craigpicken.com/insights/].  To learn more about Craig Picken, visit https://craigpicken.com/ [https://craigpicken.com/].   Check out this episode on our website [https://aerospaceexecutive.podbean.com/], Apple Podcasts [https://podcasts.apple.com/us/podcast/the-aerospace-executive-podcast/id1353891134/], or Spotify [https://open.spotify.com/show/4yFXeO6eiYQTSDEtlQ2K6x?si=61d6b2bd825c4ed1/], and don't forget to leave a review if you like what you heard. Your review feeds the algorithm, so our show reaches more people. Thank you!

11. juni 202637 min
episode The New Defense Procurement Model: Faster, Smarter, More Investable w/ Meghan Welch artwork

The New Defense Procurement Model: Faster, Smarter, More Investable w/ Meghan Welch

Defense is not just changing because the technology is changing. It is changing because the old way of buying, building, funding, and deploying that technology no longer matches the speed of the threat. For decades, aerospace and defense have been built around massive programs, long procurement cycles, and the assumption that the government could define a requirement, put it out to bid, and eventually get the capability into the hands of the warfighter. But Ukraine, Iran, China, unmanned systems, AI, cyber, and contested logistics have made one thing clear: “eventually” is no longer good enough. The next era will not be defined by one platform or one prime. It will be defined by systems, speed, supply chains, and the middle-market companies that can actually execute. Private equity is moving in, and venture capital is trying to understand defense tech. The primes are being forced to rethink what they build, buy, and divest. And founders who survived years of disruption are now sitting on businesses that may be more valuable than ever. Meghan Welch has a front-row view of all of it. As an investment banker focused on aerospace and defense, she joins me to break down why the industry is in the early innings of a major M&A boom, why the middle market has become the engine of the Defense Industrial Base, and why the companies that can scale, execute, and solve real bottlenecks may define the next era of American defense. You’ll also learn; * Why defense is moving away from single-platform thinking and toward systems, software, unmanned technology, and cross-domain capability * How Ukraine, Iran, China, AI, cyber, and contested logistics are reshaping the way the industry thinks about future warfare * Why traditional defense procurement has struggled to keep pace with commercial technology * What OTAs, gauntlet-style competitions, and faster acquisition models mean for defense tech companies * Why private capital needs stronger, multi-year demand signals before it can fully lean into national security technology * Why the middle market has become the engine of the Defense Industrial Base * What private equity sees in aerospace and defense, and why the sector is being treated as a safe-haven investment * Why large primes may need to rethink bureaucracy, acquisitions, venture arms, and divestitures * How dual-use technology, from Joby to SpaceX, could shape the future of defense logistics, launch, range, and payload * Why energetics, precision manufacturing, MRO, maritime, and labor constraints are becoming critical investment and national security issues About the Guest Meghan Welch is the Managing Director of Brown Gibbons Lang & Company (BGL).  Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, Boston, and New York, and real estate offices in Chicago and Cleveland. The firm is also a founding member of REACH Cross-Border Mergers & Acquisitions, enabling BGL to service clients in 30 countries around the world. For more information, visit www.bglco.com [http://www.bglco.com] or connect with Meghan on LinkedIn [https://www.linkedin.com/in/meghan-welch-aba5b04/].    About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years’ experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women’s Association, and SOCAL Aviation Association.    For more aerospace industry news & commentary: https://craigpicken.com/insights/ [https://craigpicken.com/insights/].  To learn more about Craig Picken, visit https://craigpicken.com/ [https://craigpicken.com/].     Check out this episode on our website [https://aerospaceexecutive.podbean.com/], Apple Podcasts [https://podcasts.apple.com/us/podcast/the-aerospace-executive-podcast/id1353891134/], or Spotify [https://open.spotify.com/show/4yFXeO6eiYQTSDEtlQ2K6x?si=61d6b2bd825c4ed1/], and don't forget to leave a review if you like what you heard. Your review feeds the algorithm, so our show reaches more people. Thank you!

4. juni 202650 min