Defence · Funds, owners and lenders

Find the businesses and industrial gaps worth deeper diligence.

See which holdings can grow in defence, rank targets and add-ons, and back companies with named customers and a clear path to award.

Sourced answers in days, not months, from expert analysts on our research platform. Coverage across North America, Europe and Asia-Pacific.

What you gain

What your capital gains.

Which holdings can grow, by which route, and what it takes.

A defence thesis turned into targets and add-ons.

Program stage, customers and ownership in view before capital moves.

Example deliverable

Each holding ranked by estimated value, with its route and the question for management.

Portfolio capability mapIllustrative · fictional figures

Example Fabrication Co. has the strongest route and the most estimated value. Example Software Ltd. needs a specialist review first.

Illustrative portfolio capability map with fictional holdings ranked by estimated value
Holding	Defence route	Fit on agreed criteria	Est. value$ millions · range	Question for management
Example Fabrication Co.	Direct · infrastructure and facilities work	Strong	3 to 5est.	Which lines could be freed for defence work?
Example Field Services	Through the supply chain · in-service support	Partial	1 to 3est.	Is the workforce ready to certify?
Example Transport Co.	Through the supply chain · logistics	Partial	under 1est.	Which suppliers are already customers?
Example Software Ltd.	Not yet clear	Unverified	Not sized	Does management see a defence use case?
Rounded, in US dollars. Example source · as of an example date.

Fictional holdings and figures. Every holding sits on the same framework.

Recent work · anonymized

The challenge: A team needed to know whether uncrewed-systems manufacturing could work domestically, and where.
What we did: Mapped component sourcing, tariff exposure and site options, and wrote the investment case.
The result: Gave the team a sourced feasibility view to take into a client pursuit.

What we run for you

Portfolio screen: Every holding rated on one framework, with a value range.
Target and add-on research: Ranked targets, with ownership and customer questions flagged.
Company deep dives: The holdings and targets you choose, ready for diligence.
Re-rating: Holdings re-rated as programs move from announced to awarded.

Start with one question

Tell us the holdings or the thesis. We start with a light screen and go deep where the value is.