Private equity investment in the defense sector: navigating a transforming landscape—podcast

As momentum continues to grow in this sector, investors and issuers are presented with both distinctive opportunities and complex challenges. In this podcast, our private capital team consisting of Peter Banks, Hendrik Roehricht, Magdalena Nasilowska, and Alain Dermarkar, examine the most recent trends, principal drivers, and challenges shaping private equity investment in the defense sector.

The sector’s attractiveness is underpinned by major political shifts and a renewed sense of urgency, particularly in Europe and the U.S. In this podcast, our team explores the evolving landscape of defense-sector investment, focusing on the following areas:

1. Drivers of investor interest
2. Changing investor profile and market dynamics
3. Opportunities for portfolio companies
4. Regulatory considerations and developments
5. Understanding the defense ecosystem

Our experience

Our team has advised on some of the most significant private equity transactions in the defense sector, including:

• Coherent Corp., a global leader in photonics, in the USD400 million sale of its aerospace and defense business to Advent International, L.P., a leading global private equity investor
• Bridgepoint on the sale of Element, a global provider of testing, inspection, and certification services with aerospace and defense applications, to Temasek
• J.F. Lehman & Company on several transactions, including its acquisition of Narda-MITEQ, a supplier of high-technology interconnect, sensor and antenna solutions, from L3Harris Technologies, and its subsequent sale to Amphenol Corp
• BAE Systems on the disposal of its regional aircraft operating lease business to Fortress and its aerostructures business to Onex

These transactions highlight our ability to deliver tailored solutions in a highly regulated and rapidly evolving sector.

Find out more

To learn more about our expertise in private equity investment in the defense sector and how we can support your business, please contact our private equity team.

If you are interested in reading more about the EU Defence Readiness Omnibus, read our article here.