Carlyle Aviation Partners’ Post

Curious about Real Assets, Specialty Finance, and Aviation investments? Last chance to register for our upcoming Vault Series session with Castlelake. Joe McConnell, Aviation Partner and Deputy Co-Chief Investment Officer, will dive into invaluable insights on aviation and investment strategies. Reserve your spot now for this can't miss conversation: https://bit.ly/48sDDd9

The aviation finance landscape is experiencing a profound shift, shaped by the industry's resurgence post-pandemic, commitment to sustainability, technological breakthroughs, and regional market development. As the industry matures, it continues to prove its worth with solid investment returns. In this short video, Alan O'Brien O’Brien and I examine the myriad of investment opportunities available to both private and public investors, discussing how they can effectively leverage these prospects in the coming years.   Watch the conversation in full below.   #MindsMadeForFS #AviationFinance #SustainableAviation #EYFinancialServices #EYTax

ATR outperforming expectations? What are FSFL’s strategic plans? Which #InvestmentTrust results included a 26.2% share price total return? 🔬 Find out the answers and more here, in this week’s edition of Doceo 360! 📓 #Results #InvestmentInsights

Diverse pools of capital continue to be attracted to the Aviation Finance sector. In this short video, Michael Moroney and I delve into the current investment trends observed across private equity, strategic corporates and institutional investors, highlighting the growing interest in the regional aircraft leasing space and recent developments in the debt funding market Watch conversation in full below.   #MindsMadeForFS #AviationFinance #SustainableAviation #AricraftLeasing #RegionalAviation #DueDiligence #StrategyandTransactions John Hannigan, Ciarán Conroy, John McCormack, Patrick O'Driscoll, Seamus Feeney, Niamh Tobin, Devarshi Ray, Lea Soledad, Ronan Costello ACA CTA, Sean MacHale, Peter Galka, Colin Ryan, Tom Groom

#interview - Aviation lending continues to grow. As the sector returns to 2019 traffic levels and aircraft OEMs, despite continuing supply chain problems leading to delivery delays, continue to increase their monthly output, Natixis Corporate & Investment Banking’s global head of aviation, Jean Chedeville, highlights an interesting level of activity from lenders. Need a Free Trial to continue reading: https://lnkd.in/ebmyXe9T #aviationfinance #aviationlending #oems #supplychainmanagement

When did it ever make business sense to increase your operating costs in return for questionable results that may be detrimental to your brand? In under 2 minutes, you'll learn about carbon risk in Business Aviation and the innovative investment solutions that put you ahead of the game. Spoiler alert: it's not about buying voluntary carbon market offsets. #businessaviation #carbonrisk #greenfinance #sustainableaviation #ebaa

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🔴🔴🔴 Hey everyone! Check out this insightful article from Yahoo Finance UK about the latest market trends and tickers such as Boeing, Harland and Wolff, oil, and BlackRock. It's a great read for anyone interested in staying updated with the market movements and investment opportunities. Remember to always do your research when investing. #MarketTrends #InvestmentOpportunities #FinanceUpdates https://ift.tt/Pn8Mj4k

Our latest blog explores the potential for private equity to invest in aviation leasing funds. Read more: https://okt.to/85lijP Traditional lenders have become less willing to invest following turbulent times in the aviation industry. But the funds are certain to be attractive to investors looking for high yields. #FinancialServices #PrivateEquity #Alternatives #AlternativeInvestments #AviationFunds

FTI Special Situations Investor Survey Predicts 2024 to Be the Year of the “Zombie” Company. FTI Consulting today released its annual Special Situations Investor Survey, which aggregates the responses of UK-based investors. Whilst 77% of investors did see an increase in the number of special situations M&A processes in 2023, it did not result in significantly more capital being deployed. Disappointingly for turnaround investors in 2023, a number of potentially more attractive turnaround opportunities ultimately did not make it to market, as lenders decided to take the keys from sponsors rather than seek an exit via M&A. The most common sectors for turnaround opportunities in 2023 were those tied to discretionary spending. Additionally, lower margin industries, including industrials, automotive and engineering, saw their fair share of special situations M&A activity. “A number of businesses that have been hanging on, cushioned by cheaper debt, will face an inflexion point this year,” said Ben Hughes, a Senior Managing Director in the Special Situations M&A practice at FTI Consulting. 2024-special-situations-investor-survey.pdf (fticonsulting.com) #fticonsulting #turnaround #specialsituations