Heritage Capital Group CEO Bill Sorenson moderated an engaging discussion on April 23 featuring Heritage Principal Bill Skinner and Oren Schmidt, Vice President of Strategic Partnerships for Future Materials at Marmon Holdings at an Association for Corporate Growth (ACG) North Florida monthly meeting.
Drawing on decades of experience across investment banking, operating leadership, and strategic acquisitions, the panel explored what’s making aerospace and defense M&A particularly compelling today: the structural and cyclical forces fueling deal activity and the potential headwinds ahead. Topics included the biggest drivers and challenges impacting transactions, the types of capabilities buyers are prioritizing, and where strategic acquirers and private equity firms are focusing within the sector.
A highlight of the discussion was the candid perspective Bill and Oren shared from “switching seats” throughout their careers—as advisors, buyers, sellers, and operators. The audience especially enjoyed real-world stories from Bill’s time at Gulfstream Aerospace, which brought valuable context to the complexities and opportunities shaping today’s market. Heritage Capital Group is proud to support ACG North Florida and bring relevant programming to its membership.
Read: “Investors target smaller aerospace suppliers as Jacksonville defense sector booms,” Jacksonville Business Journal
