航空航天投资商

Alton 航空咨询公司在航空领域的专业知识、财务分析和估值能力,以及在所有主要市场领域的经验,使其唯一有资格支持股票和债券投资者。

Given the gravity and confidential nature of our clients? investment decisions, our objectivity is paramount. It is therefore critical to our business model structure that Alton remains fiercely independent. We have no joint ventures, affiliations, or other business associations that would divert us from our singular mission ? serving the best interests of our valued clients. As a result, we continue to earn considerable repeat business from a loyal client base.

对于投资商

很多业界领先的私募股权公司、对冲基金、家庭投资工具、主权财富基金和投资银行在针对航空航天领域内的重大交易作出投资决策之前,都会征求本公司的咨询建议。本公司可提供多种尽职调查关键服务:

  • 独立评估特定的市场结构、规模和驱动因素,以及竞争环境、市场份额、竞争基础和进入壁垒
  • 与客户和供应商定位
  • 评估商业计划的可实现性
  • 识别风险并提供解决方案
  • 识别附加价值创造杠杆
  • 评估企业和资产价值
  • 与新所有者及管理层协作,为其提供100天和1000天战略计划

对于卖方

本公司品牌形象佳,观点独立客观,卖方会邀请本公司提供历史表现对标分析、竞争性定位评估、市场机遇量化、项目收益和成本等其他方面的咨询服务。

对于融资商

本公司的注册评估师还为各贷款商、融资商和评级机构提供有关贷款抵押品财产价值和企业现金流的第三方且客观的咨询服务。ALTON航空咨询公司还为贷款商和其他融资商的重组、航空资产收回和再营销提供支持。

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2018年1月24日
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影响飞机经营租赁的经济因素

By John Mowry   |   ??

At the Airline Economics: Growth Frontiers Dublin 2018 conference, Alton Aviation Consultancy?s Managing Director John Mowry led a session focused on the aircraft operating leasing economics. The presentation reviewed the expanding market for aircraft operating leases, and then explored the wide range of cash flows that influence economics, including acquisition cost, lease rental income, maintenance cash flows, financing costs, transition costs, residual sales proceeds, and servicing fees. A sensitivity analysis against the baseline assumptions for each cash flow was performed to determine the key factors influencing equity returns (IRRs).

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2018年1月23日
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Aircraft Valuations for Today?s Transactions

By Laetitia Achille   |   ??

Laetitia Achille, Alton Aviation Consultancy Managing Director, made a presentation on how today?s aircraft transactions should be valued at the Airfinance Journal?s annual Dublin conference. The presentation outlined recent trends in aircraft sale transactions, and documented that the vast majority of commercial aircraft transactions in the secondary market are with attached leases, rather than outright sales. For such transactions, a financial valuation is most appropriate to assess the lease encumbered value.

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2017年10月18日
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用于资产支持证券化的飞机租赁维修现金流

By Laetitia Achille   |   ??

At the Airline Economics: Growth Frontiers Dublin 2018 conference, Alton Aviation Consultancy?s Managing Director Laetitia Achille led a session focused on aircraft lease maintenance cash flows. The presentation introduced the audience to aircraft maintenance, selected maintenance-related provisions customary in aircraft operating lease agreements, base case maintenance cash flows, and stress testing of maintenance cash flows customary in asset backed securitizations.

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2017年10月16日
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工业衰退对飞机租赁的影响

By John Mowry   |   ??

Alton国际航空咨询公司董事总经理John Mowry在纽约举办的航空金融大会中领导了一个小组讨论,重点讨论了经济低迷将如何影响飞机租赁领域的租赁者和投资者。该会议由Ishka举办,致力于将机构投资者与航空金融市场联系起来。报告介绍了最近航空公司所经历的一些痛苦,以及各种资产支持证券化(ABS)的风险敞口,这些都是承租人所面临的挑战。通过几个有代表性的案例研究,John评估了违约对单个飞机租赁的潜在影响,以及对公开投资组合的潜在影响。

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2017年9月12日
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The Power of ?Little Data? and the Evolution of MRO

By Jonathan Berger   |   ??

At the annual IATA Maintenance Cost Conference, Alton Aviation Consultancy Managing Director Jonathan Berger gave a speech entitled The Power of ?Little Data? and the Evolution of MRO. The presentation highlighted how the aviation industry has evolved over the past several decades and the substantial progress achieved with regards to aircraft safety, dispatch reliability, and operating cost reduction. Numerous examples of pre-?big data? improvements resulting from innovative supply chain management strategies, engineering design improvements, and new technology incorporation.

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