Building a $2.2B Aerospace Business From Scratch with Bryan Perkins (#415)

Building a successful aerospace and defense business requires a relentless focus on "institutional compounding" through high-mix, low-volume, and esoteric products. Success stems from a "layer cake of protections," where proprietary process intellectual property, meticulous daily operational discipline, and sound unit economics create significant competitive moats. Rather than chasing "Herculean" transformations, sustainable growth relies on winning every single day through incremental improvements and maintaining a disciplined capital structure that avoids the pitfalls of over-leverage. Bryan Perkins, founder of Novaria, emphasizes that deep industry knowledge—often gained through hands-on, unglamorous work—is essential for identifying overlooked market opportunities. By aligning with capital partners who share a long-term strategic vision, businesses can scale effectively while maintaining the focus required to navigate the complex, highly regulated aerospace supply chain, ultimately becoming a dominant, albeit quiet, force in the industry.