Report
Resilient returns: investing in defense
Welcome to Private capital perspectives, where we explore the most important commercial, legal, and regulatory issues facing private capital firms around the world.
The focus on defense resilience is creating a powerful new investment cycle, with governments globally looking for new ways to mobilize private investment. But this is not a conventional market: complex regulation, intense political oversight and challenging deal dynamics demand a fundamentally different approach from investors.
Recent increases in NATO spending commitments are creating huge demand for private investment in the defense supply chain.
Despite clear policy encouragement, the sector remains complex due to strict regulations, compliance obligations and the heavy degree of government involvement, requiring investors to adopt a tailored approach.
In this report we explore the key considerations for deal teams, from navigating foreign direct investment screening regimes to handling classified information and exiting their investments via the public markets.
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The articles below each examine a different angle for private capital providers looking to enter the defense supply chain. You can read them individually or download the collection via the link above.