I Squared Capital正就收购Orizon Aerostructures进行深入谈判。Orizon是F-35战斗机和波音公司737 Max的关键零部件供应商。全球推动提升国防和商用飞机产量的努力，正加剧对稀缺航空航天制造产能的需求。
I Squared Capital is in advanced talks to acquire Orizon Aerostructures, a key supplier of parts for the F-35 fighter jet and Boeing Co.’s 737 Max, as a global push to boost defense and commercial aircraft production fuels demand for scarce aerospace manufacturing capacity.
知情人士称，这笔交易最早可能于本周宣布，对Orizon的估值预计约为20亿美元。
A deal, which could be announced as soon as this week, is expected to value Orizon at about $2 billion, according to people familiar with the matter.
这些人士表示，谈判虽已进入深入阶段，但仍可能破裂，时间安排也可能发生变化。他们因讨论机密信息而要求匿名。I Squared和Orizon的代表均拒绝置评。
While the discussions are advanced, they could still falter or the timing could change, said the people, who asked not to be identified discussing confidential information. Representatives for I Squared and Orizon declined to comment.
Orizon为飞机制造大型复杂结构部件，已成为洛克希德·马丁公司F-35“闪电II”的重要供应商，后者是当前在生产的最先进战斗机。总部位于密苏里州堪萨斯城的Orizon去年表示，与洛克希德签订的一份新的多年期合同帮助其积压订单超过31亿美元。
Orizon manufactures large and complex structural components for aircraft and has emerged as an important supplier to Lockheed Martin Corp.’s F-35 Lightning II, the most advanced fighter jet in production. Kansas City, Missouri-based Orizon said last year that a new multiyear Lockheed contract helped push its backlog above $3.1 billion.
该公司由查理·纽厄尔和亨利·纽厄尔兄弟于2017年创立，他们部分通过收购制造资产建立了这项业务，其中包括位于堪萨斯州沙努特的前Spirit AeroSystems Inc.工厂。专注于工业领域的私募股权公司American Industrial Partners于2020年向Orizon投资5000万美元，以支持其扩张。
The company was founded in 2017 by brothers Charlie and Henry Newell, who built the business partly through the acquisition of manufacturing assets including a former Spirit AeroSystems Inc. facility in Chanute, Kansas. Industrials-focused private equity firm American Industrial Partners invested $50 million in Orizon in 2020 to support its expansion.
收购Orizon将成为I Squared在航空航天和国防领域的首批投资之一。该公司管理约600亿美元资产，由萨德克·瓦赫巴和高塔姆·班达里领导，以收购并打造能源、交通、公用事业、数字基础设施和环境服务领域的中型基础设施企业而闻名。
An acquisition of Orizon would be among I Squared’s first investments in aerospace and defense. The firm, which manages about $60 billion of assets and is led by Sadek Wahba and Gautam Bhandari, is known for acquiring and building midsize infrastructure businesses across energy, transportation, utilities, digital infrastructure and environmental services.
随着制造商寻求在不花费数年时间建设新设施并取得客户认证的前提下增加产能，航空航天供应商的需求有所增加。大型加工中心、熟练工人和监管批准使得现有供应商难以复制，成本高昂。
Demand for aerospace suppliers has increased as manufacturers seek to add production capacity without spending years developing new facilities and qualifying them with customers. Large machining centers, skilled workers and regulatory approvals can make established suppliers expensive to replicate.
9月，通用航空航天公司表示，将从华尔堡平信公司和伯克希尔合伙人公司手中，以117.5亿美元收购康索利德精密产品公司，后者是一家生产用于商业航空航天和国防领域的高度工程化铸件的制造商。
In September, GE Aerospace said it would acquire Consolidated Precision Products, a manufacturer of highly engineered castings used in commercial aerospace and defense, from Warburg Pincus and Berkshire Partners for $11.75 billion.
五角大楼上周表示，计划再购买至少850架F-35战斗机，这将成为该计划二十五年历史中最大的一笔合同。每架战机成本约为1亿美元。
The Pentagon said last week it is planning to buy at least 850 additional F-35 jets, in what would be the biggest contract in the program’s quarter-century history. Each jet costs about $100 million.