Anyone else factoring tariffs or global supply-chain instability into manufacturing deals right now?
Hello! — curious how everyone’s thinking about tariffs and global supply-chain instability during diligence these days. I’m looking at a components manufacturing company where a decent chunk of materials come from Asia, and I’m wondering how others are modeling that risk pre-LOI. Do you: 1. Build in a % hit to COGS or margin in your base case? 2. Treat it as a sensitivity scenario (e.g., +10% or +20% material cost)? 3. Or just keep it qualitative and bring it up post-LOI? Also wondering if anyone’s actually seen tariffs or trade shifts materially affect post-close performance (good or bad). Would love to hear how other searchers are handling this — especially those in aerospace, defense, or precision machining spaces.