Vertical 03
Aerospace & Aviation
Private aviation, aerospace systems, airborne logistics and the mobility layer that compresses distance for people and freight.
Investment thesis
Why the group is here
Aerospace is where the group's interest in mobility becomes least forgiving. Tolerances are narrow, capital intensity is high, and the operators who succeed tend to be technically distinctive.
PBI participates as an investor and strategic partner rather than a manufacturer. The group's contribution is capital, patience and access to the Executive Committee.
Airborne logistics is of particular interest, on the basis that the ability to move something quickly is usually worth more than the thing itself.
- Preferred meeting venue
- Cabin
- Conviction threshold
- High
- Utilisation reporting
- Reviewed
Focus areas
Where activity concentrates
Private aviation
Aircraft interests, charter arrangements and fractional structures evaluated on utilisation, not aspiration.
Aerospace systems
Subsystems, avionics and componentry with defensible engineering positions.
Airborne logistics
Time-critical movement of goods where speed carries measurable commercial value.
Adjacent mobility
Ground handling, maintenance and the operational layer between the runway and the destination.
Materially intriguing. Occasionally delayed by weather.
Related programmes
Interests recorded under this vertical
- Under review
Airborne Logistics Review
Assessment of time-critical movement opportunities and the operating layer supporting them.
Opportunities in this vertical are reviewed continuously.
Enquiries are welcome, including those the group has not asked for.