ERJ - Dassault Aviation: Olivier Dassault's Unfortunate Passing Could Be A Precursor To Activism
- Dassault is a company with a resilient defense business and also a business that could see interest from PE.
- The acquisition of Signature is the beginning of PE interest in business and general aviation.
- With many B&GA jet manufacturers trading as public market pure plays like Embraer and Bombardier, Dassault's Falcon line could be carved out.
- With the death of Olivier Dassault, a succession situation could create avenues for new owners.
- PE carve-outs are usually a great way for increasing interest in undercovered stocks and creating current shareholder value.
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Dassault Aviation: Olivier Dassault's Unfortunate Passing Could Be A Precursor To Activism