Investment Criteria

Our exclusive industry focus and profound understanding of the market enables us to identify compelling investment opportunities through different industry cycles, quantify risk and tailor the right investment thesis.

  • Helicopter

Deal Generation

Our process has allowed us to build exceptional credibility in the market where what we propose is what we are prepared to execute on.

— High professional adherence to confidentiality and deal auction process

— The highest standards of candor in terms and transaction structure

We pursue compelling investment opportunities in the aerospace, defense and intelligence sector that fit into the broader strategy. We look for companies that can resist down cycles and demonstrate potential to improve margins and increase shareholder value.

Our target acquisition values range from $50 - $200 million and are strong financial performers operated by highly driven leadership teams.

  • Black and White Plane Blade

Due Diligence

Our unique access to industry thought leaders and extensive coverage of aerospace and defense subsectors allow us to analyze factors driving the industry’s operating environment throughout the entire supply chain, providing real-time access to the most important data points and variables impacting the company.

Our due diligence process not only validates early assumptions influencing the purchase thesis and corresponding valuation, it also creates a roadmap for the future state of the company, positioning it for optimal value upon exit.

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Competitive Advantage

Post-acquisition, our portfolio management team collaborates with management to ensure the company's performance meets or exceeds the investment case. Opposite to standard private equity performance review practices, our operating model consists of daily interaction with the company's management to ensure performance is met from day one to post-closing, to an optimal exit strategy that aligns the future well-being of the company with maximum stakeholder returns.