Advisory

Analysis built to survive an investment committee.

Bespoke market work for aircraft investors, lessors, OEMs and airlines — from the deck behind a raise to the testimony behind a valuation. Independent, opinionated, and built on the same data as our research.

Photo: Stephen Walker / Unsplash

Who we advise

Four client types. One point of view.

(Everyone on the other side of an aircraft transaction reads the same market differently)

01Investors and funds

Hedge funds, private equity and asset managers taking a position on aircraft, engines or airlines.

  • Aircraft investment outlooks
  • Investor decks
  • Third-party market analysis
  • Industry white papers

02Lessors

Portfolio decisions that hinge on where a type is headed, and who will want it next.

  • Aircraft market outlooks
  • Market forecasts
  • Investor decks
  • Expert witness testimony

03OEMs

Positioning, demand and competitive dynamics, seen from the airline and lessor side.

  • OEM market advisory
  • Market forecasts
  • Competitive positioning

04Airlines

Fleet and network questions answered with the same data investors use to judge them.

  • Network planning advisory
  • Fleet selection analysis
  • Mobility and catchment analysis
  • Competitive analysis

What we deliver

Work product, not slideware

Norse Atlantic network and financial metrics: monthly scheduled ASKs by operating entity including IndiGo ACMI flying, the summer 2026 route map, quarterly adjusted free cash flow, and quarterly revenue by source.
One airline, four views: capacity, network, cash flow and revenue. A single page from our August 2026 chart library — the level of detail that goes into client work, and the reason our charts end up in other people’s decks. How the Slide Library works
01

Investor decks

The market narrative behind a raise, a portfolio sale or a new platform — charted in our house style, or rebuilt in yours.

02

Third-party market analysis

An independent view of a specific asset, airline or market that investors, lenders and lessors can put in front of their own committees.

03

Expert witness testimony

Data-backed opinions on aircraft markets, airline networks and competition, prepared to hold up under scrutiny.

04

Market outlooks and forecasts

Aircraft, engine and airline outlooks built on fleet, schedule, order and value data — with the assumptions in plain sight.

05

Fleet and network analysis

Fleet selection, network planning, catchment and competitive analysis for airlines, and for the people who finance them.

How an engagement runs

(Scoped around the decision, not the page count)

  1. The decision

    We start from the call you have to make — buy, lease, fund, testify, order — and scope backward from it.

  2. The data

    Schedules, fleets, orders, values, lease rates and financials: the same datasets behind Aircraft Intelligence Monthly.

  3. The view

    We take a position. If the data disagrees with the thesis, you hear it from us before anyone else does.

  4. The deliverable

    Decks, models, written reports or testimony — in your template when it needs to be.

Recent briefings

We present what we publish

Briefing decks from conference and client sessions are published to subscribers in the research library.

All industry briefings

Photo: Marwen Larafa / Unsplash

Start here

Bring us the question everyone thinks is settled.

Tell us the asset, the airline or the thesis. We’ll tell you plainly whether the data agrees — and whether we can add something your other advisors haven’t.

You work directly with Courtney, Gueric, Brett and Svetlana.

Photo: Pascal Meier / Unsplash