Vance Street Capital Agrees to Sell Jet Parts Engineering and Victor Sierra Aviation to TransDigm for $2.2 Billion

Rhea-AI Summary

Vance Street Capital agreed to sell portfolio companies Jet Parts Engineering (Seattle) and Victor Sierra Aviation (Baldwin City) to TransDigm (NYSE: TDG) for $2.2 billion under a signed stock purchase agreement dated January 16, 2026.

Both sellers focus on proprietary PMA and aftermarket aerospace parts and services across commercial, regional, cargo, general and business aviation. Vance Street said it partnered with the founders in 2018 and 2021 to scale engineering, brands and capabilities. Advisors: Harris Williams and Paul Hastings for the sellers; Baker Hostetler for TransDigm.

Positive

• $2.2 billion purchase price for two aftermarket aerospace businesses
• TransDigm expands proprietary PMA and engineered-parts portfolio
• Vance Street partnered with founders in 2018 and 2021 to scale operations and engineering

Negative

• None.

News Market Reaction – TDG

+1.15%

1 alert

+1.15% News Effect

On the day this news was published, TDG gained 1.15%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Acquisition price: $2.2 billion Acquisition price (8-K): $2.2 billion Target revenue: $280 million +5 more

8 metrics

Acquisition price $2.2 billion Cash consideration for Jet Parts Engineering and Victor Sierra Aviation

Acquisition price (8-K) $2.2 billion Cash, including certain tax benefits, per 8-K

Target revenue $280 million Combined revenue for calendar year ended Dec 31, 2025

TDG share price $1,433.54 Price before publication of Jet Parts/Victor Sierra deal news

Jet Parts employees 300 employees Headcount for Jet Parts Engineering per 8-K

Victor Sierra employees 400 employees Headcount for Victor Sierra Aviation per 8-K

TDG FY25 net sales $8,831M Fiscal 2025 net sales reported Nov 12, 2025

TDG FY25 net income $2,074M Fiscal 2025 net income reported Nov 12, 2025

Market Reality Check

Price: $1330.13 Vol: Volume 227,360 vs 20-day ...

low vol

$1330.13 Last Close

Volume Volume 227,360 vs 20-day average 331,546 ahead of the acquisition news. low

Technical Price 1,433.54 trades above 200-day MA at 1,381.74, indicating a pre-news uptrend.

Peers on Argus

TDG gained 0.68% while key aerospace peers like HWM, GD, NOC and HEI also showed...

TDG gained 0.68% while key aerospace peers like HWM, GD, NOC and HEI also showed modest gains, but momentum scanners did not flag a coordinated sector move.

Historical Context

5 past events · Latest: Dec 31 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 31	Acquisition announcement	Positive	+1.0%	Arlington Capital’s sale of Stellant Systems to TransDigm for <b>$960M</b>.
Dec 31	Acquisition details	Positive	+1.0%	TDG outlines Stellant deal terms and ~<b>$300M</b> revenue contribution.
Dec 18	Asset divestiture history	Neutral	+0.1%	ScioTeq sale completion referencing its 2021 carve-out from TransDigm.
Nov 12	Earnings results	Positive	+1.1%	Strong FY25 results with <b>$8,831M</b> sales and higher EBITDA margins.
Nov 03	Earnings call notice	Neutral	-0.7%	Announcement of timing for the fiscal 2025 Q4 earnings call.

Pattern Detected

Recent acquisitions and strong earnings for TDG have been followed by modestly positive price reactions in the +1% range, suggesting investors have historically welcomed disciplined M&A and solid operating results.

Recent Company History

Over the past few months, TransDigm reported strong fiscal 2025 results with net sales of $8,831M and net income of $2,074M, alongside high-margin EBITDA and substantial capital returns. It also announced the $960M Stellant Systems acquisition and filed an 8-K detailing that deal, both drawing roughly +1.02% stock reactions. Earlier, an earnings call announcement and a prior divestiture-related news item had minor price impacts. The new $2.2B Jet Parts/Victor Sierra transaction fits this ongoing strategy of acquiring proprietary, aftermarket-focused aerospace assets.

Market Pulse Summary

This announcement details TransDigm’s agreement to acquire Jet Parts Engineering and Victor Sierra f...

Analysis

This announcement details TransDigm’s agreement to acquire Jet Parts Engineering and Victor Sierra for $2.2B, adding businesses that generated about $280M of 2025 revenue focused on proprietary aftermarket parts. Recent history shows TDG using similar acquisitions, like Stellant, to deepen its aerospace portfolio while maintaining strong profitability. Investors may watch closing progress, regulatory approvals, integration milestones, and subsequent margin performance against prior benchmarks such as FY25 net sales of $8,831M.

Key Terms

stock purchase agreement, pma, 8-k, form 144, +4 more

8 terms

stock purchase agreement regulatory

"it has signed a binding Stock Purchase Agreement to sell two of its portfolio"

A stock purchase agreement is a legal contract that sets the terms for buying or selling shares, specifying the price, number of shares, how payment is made, and any conditions or promises each side must meet. It matters to investors because it defines who owns what, when ownership changes, and what protections or obligations attach to the deal—think of it as a detailed receipt plus the house rules that determine the financial risks and benefits of the transaction.

pma regulatory

"highly engineered, proprietary PMA components utilized across major commercial"

PMA stands for Premarket Approval, the U.S. Food and Drug Administration’s highest-level review for high-risk medical devices. It’s a thorough evaluation to confirm a device is safe and effective before it can be sold, like a final safety inspection and license to operate. Investors care because receiving PMA can open a significant revenue stream, while delays or rejection can postpone sales and reduce a company’s value.

8-k regulatory

"title": "[8-K] TransDigm Group INC Reports Material Event""

An 8-K is a public report companies must file with the U.S. Securities and Exchange Commission to disclose major events or changes that shareholders should know about, such as leadership changes, mergers, financial surprises, or legal developments. It matters to investors because it acts like a breaking-news alert for a company’s health and prospects—providing timely facts that can affect stock value and investment decisions.

form 144 regulatory

"has filed a Form 144 notice to sell shares of the issuer’s common stock"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

form 4 regulatory

"title": "[Form 4] TransDigm Group INC Insider Trading Activity""

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

rule 10b5-1 regulatory

"additional sales between 10/27/2025 and 12/04/2025 under a Rule 10b5-1"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

stock options financial

"shares were acquired on 01/08/2026 via an exercise of stock options from"

Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.

nyse financial

"shares to be sold on the NYSE around 01/14/2026 through Morgan Stanley"

A large, regulated marketplace where stocks and other securities are listed and traded, acting like a global auction house that matches buyers and sellers and helps determine share prices. It matters to investors because listing and trading there provide liquidity, price discovery, and regulatory oversight—making it easier to buy or sell holdings and giving companies a visible platform that can affect credibility and access to capital.

AI-generated analysis. Not financial advice.

LOS ANGELES, Jan. 16, 2026 /PRNewswire/ -- Vance Street Capital LLC ("Vance Street") is pleased to announce that it has signed a binding Stock Purchase Agreement to sell two of its portfolio companies, Jet Parts Engineering ("Jet Parts") and Victor Sierra Aviation Holdings ("Victor Sierra"), to TransDigm Group Incorporated ("TransDigm") (NYSE: TDG), a leading global producer of highly engineered aerospace components, for $2.2 billion.

Jet Parts, headquartered in Seattle, Washington, is a leading independent designer and manufacturer of aerospace aftermarket solutions, including proprietary OEM-alternative parts and repairs. JPE serves commercial, regional and cargo airline customers, as well as maintenance, repair and overhaul (MRO) providers. JPE's products are highly engineered, proprietary PMA components utilized across major commercial aerospace platforms.

Victor Sierra, headquartered in Baldwin City, Kansas, is a leading designer, manufacturer, and distributor of proprietary PMA and other aftermarket parts serving the commercial aerospace end market – primarily the general and business aviation sectors. VSA is a leading collection of brands including McFarlane Aviation, Tempest Aero Group and their respective affiliated brands, as well as Aviation Products Systems. VSA offers a complete line of highly engineered PMA, custom design and OEM products, as well as service and repair stations. 

Vance Street's investments in Jet Parts and Victor Sierra align closely on business model and strategy. Vance Street partnered with the original founder of each business in 2018 and 2021, respectively, to build the foundation – people, processes and systems – needed to enable transformational growth. A significant focus was placed on broadening each company's complementary portfolio of IP, specialized parts and repair services by investing in engineering resources and human talent, facilities and technical capabilities.

"It has been a privilege to partner with Jet Parts and Victor Sierra. Both organizations exist because of founders who built exceptional businesses, and that founder mindset has driven everything we've been successful in accomplishing together over the last 8 years," said Nic Janneck, Partner at Vance Street. "We want to thank every member of the Jet Parts and Victor Sierra teams for their hard work and, more importantly, for putting their trust in us."

"Jet Parts and Victor Sierra were built on a foundational commitment to solving engineering problems for their customers," said Will Robinson and Nick Lindholm, Vice Presidents at Vance Street. "Maintaining that focus has driven their exceptional growth, success and reputation in the aftermarket."

"We look forward to joining TransDigm and believe this transaction further positions our companies well for long-term success. TransDigm's deep aerospace expertise, operating philosophy and focus on highly specialized, engineered products make it an ideal home for our businesses," added Scott Still, CEO of Victor Sierra.

Anu Goel, CEO and founder of Jet Parts, said, "Vance Street was fully aligned with our team on strategy and enabled us to significantly expand our footprint, breadth of products, brands and engineering capacity to keep our customers flying. Their strategic vision, support and resources have been integral to our development, all while maintaining the entrepreneurial culture that our employees have built over several decades."

"We would like to thank Anu, Scott, and their teams for their hard work, dedication, and partnership," said Brian Martin and Mike Janish, Managing Partners at Vance Street. "Jet Parts' core philosophy, 'Our people are the best part,' is a fitting reflection of the talent and culture across both organizations."

Harris Williams is acting as financial advisor and Paul Hastings is acting as primary legal advisor to Jet Parts, Victor Sierra and Vance Street. Baker Hostetler is acting as legal advisor to TransDigm.

About Vance Street Capital LLC
Vance Street Capital is a middle-market private equity firm focused on investing in highly engineered solutions businesses across the medical, industrial, aerospace and defense sectors. For over two decades, Vance Street's partners have worked with management teams and family owners to accelerate revenue growth, improve operations and acquire strategic assets for the companies in their investment portfolio.

For more information please visit: www.vancestreetcapital.com

About TransDigm
TransDigm Group, through its wholly-owned subsidiaries, is a leading global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service today. Major product offerings, substantially all of which are ultimately provided to end-users in the aerospace industry, include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, databus and power controls, cockpit security components and systems, specialized and advanced cockpit displays, engineered audio, radio and antenna systems, specialized lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, advanced sensor products, switches and relay panels, thermal protection and insulation, lighting and control technology, parachutes, high performance hoists, winches and lifting devices, and cargo loading, handling and delivery systems, specialized flight, wind tunnel and jet engine testing services and equipment, electronic components used in the generation, amplification, transmission and reception of microwave signals, and complex testing and instrumentation solutions.

For more information please visit: www.transdigm.com

Media Contact:
Natalie Yates
Head of Business Development and Investor Relations
nyates@vancestreetcapital.com

View original content:https://www.prnewswire.com/news-releases/vance-street-capital-agrees-to-sell-jet-parts-engineering-and-victor-sierra-aviation-to-transdigm-for-2-2-billion-302662867.html

SOURCE Vance Street Capital

FAQ

What did Vance Street announce about the sale of Jet Parts and Victor Sierra on January 16, 2026?

Vance Street announced a signed stock purchase agreement to sell Jet Parts and Victor Sierra to TransDigm (TDG) for $2.2 billion.

How do Jet Parts Engineering and Victor Sierra fit TransDigm's business after the TDG acquisition?

Both businesses provide proprietary PMA and engineered aftermarket parts and repairs that expand TransDigm's highly engineered aerospace components portfolio.

Where are Jet Parts Engineering and Victor Sierra headquartered and which markets do they serve?

Jet Parts is headquartered in Seattle, Washington and serves commercial, regional and cargo airlines and MROs; Victor Sierra is headquartered in Baldwin City, Kansas and serves general and business aviation.

Who advised the sellers and TransDigm on the transaction announced January 16, 2026?

Harris Williams acted as financial advisor and Paul Hastings as legal advisor to Jet Parts, Victor Sierra and Vance Street; Baker Hostetler advised TransDigm.

When did Vance Street partner with the original founders of Jet Parts and Victor Sierra?

Vance Street said it partnered with Jet Parts' founder in 2018 and Victor Sierra's founder in 2021 to build people, processes and engineering capacity.