Aerospace Revelations: Strategic Danger Awaiting the Second Century of Flight

23 October 2017

Each fall, I am privileged to speak at the SpeedNews AerospaceDefenseChain conference on a panel with three distinguished industry observers recurrently entitled “The Four Horsemen—Outlook and Trends Within the A&D Industry.” The title is a cheeky moniker which the panel’s… 
Read more »

Assessing Defense-Industrial Policy: How to Be Like Ike

4 August 2017

It is hard not to read a pretext for protectionism into the Executive Order President Trump signed last month under the ponderous title, “Assessing and Strengthening the Manufacturing and Defense Industrial Base and Supply Chain Resiliency of the United States”…. 
Read more »

Mapping Aerospace M&A

6 April 2017

In mature industries like aerospace and defense, mergers and acquisitions are primary tools of corporate strategy. As the bases of competition for product and service offerings become ever more firmly established, the race for competitive advantage increasingly relies on initiatives… 
Read more »

Reforming the Acquisition Mindset

26 August 2016

In what may be his last act to shape defense authorizations, the chairman of the Senate Armed Services Committee (SASC) is pulling out all the stops to remake the Pentagon. Senator John McCain (R-Ariz.) is advancing a National Defense Authorization… 
Read more »

Playing the Long Game

15 June 2016

At the end of 2014, the CEO of naval shipbuilder Huntington Ingalls Industries, Mike Petters, delivered an address at the Atlantic Council entitled, “Playing the Long Game”. In it, Petters made the case for the chief executive’s leadership antidote to… 
Read more »

The Long Bottom of US Defense Spending

7 April 2016

Signs of spring abound: The forsythia is in bloom; the crack of baseball’s opening day resounds; and the DoD Comptroller’s “Green Book” once again issues forth. The National Defense Budget Estimates for FY 2017, or Green Book, so-called by the… 
Read more »

Think Small

2 February 2016

Last month, while the world’s elites were gathering in Davos, Switzerland for Klaus Schwab’s World Economic Forum, I was in Washington hosting an address by the acquisition executive of the U.S. Special Operations Command, James “Hondo” Geurts. While the setting… 
Read more »

The Art of a Next Offset Strategy

12 November 2015

The Atlantic Council, where I hold a fellowship, recently published an anthology of short fiction and graphic art it curated over the first year in our Art of Future Warfare Project. Entitled War Stories From the Future, the collection makes… 
Read more »

If a Weapon Were a Three-Piece Suit

2 September 2015

Several recent headlines– “Senators Call For Oversight On LRS-B Cost Estimates” “Oshkosh Wins JLTV Award” “Kendall ‘Open-Minded’ On Sharing RD-180 Replacement Costs” “Can Secretary Carter win over Silicon Valley?” –got me thinking about menswear and defense acquisition and why they are… 
Read more »

How M&A Is Restructuring The Aerospace And Defense Industry

25 June 2015

Five years beyond the inflection marked by the Great Recession’s bottom and Iraq War’s end, the market for mergers and acquisitions in aerospace and defense is finally heating up and taking shape. At this halfway point through 2015, the value… 
Read more »