Private Equity Firms Target Defence Assets Amidst Geopolitical Shifts
5 pages · PDF · 06 May 2025 · Licensed single-user copy, watermarked to the buyer
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About this report
Private equity firms are increasingly targeting defence industry assets as geopolitical shifts make the once-avoided sector attractive for investment and potential windfall gains. The past two years have seen a remarkable about-face: where many PE funds previously shunned defence companies due to ethical concerns or slow growth, they are now scouring for deals in the once-toxic arms sector .
As Europe re-arms in response to war and the global order becomes more unstable, defence businesses are experiencing booming demand and rising valuations. This confluence of factors has drawn in big private equity players hunting for opportunities.
Key questions this report answers
- What is driving private equity firms' about-face toward defence assets they previously shunned over ethical concerns or slow growth?
- How have Europe's rearmament and a more unstable global order fuelled booming demand and rising valuations in the once-toxic arms sector?
- Why are big private equity players now scouring the defence sector for deals and potential windfall gains?
- What risks accompany the influx of private equity capital into defence assets amid rising valuations?
Who it's for
Strategy, corporate-development and investment teams that need an ecosystem-level view — budgets, industrial capacity and technology landscapes — before committing capital or capacity.
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DFM reports are built from primary and official sources — TED procurement notices, CORDIS and the EU Funding & Tenders Portal, EIB operations, the NATO Innovation Fund portfolio, SIPRI data, official budget documents and company disclosures — read together with the underlying legal texts. Sources are cited in the document; it reflects them as of its publication date (06 May 2025). You receive a 5-page PDF, watermarked to you on every page, delivered on the confirmation page and by e-mail immediately after checkout (personal link valid 72 hours, up to 5 downloads). Guest checkout, single-user licence — Terms of Sale.
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