TransDigm: The Early Years - by Douglas Ott
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Developing the Playbook and Applying it With Consistency
[W]hen you think of TransDigm, you want to think of a private equity-like model being run in the public market. This is somewhat unique for industrial companies in the New York Stock Exchange; … if you don't understand that, it’s difficult to understand how we operate. —Nick Howley, TransDigm Founder and CEO, February 8, 2013 A driven management team that acquires good companies in a good industry is one thing. But the same management team consistently applying an unchanging, proven value-creation strategy, that allows them to turn those good businesses into exceptional businesses? That is…
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