War, Peace, and Profits: Why Private Capital is Betting on Defense

April 24, 2025

Geopolitical instability and global conflict have amplified the need for increased investment in defense and security.

In early 2025, private equity activity in the sector has accelerated, reflecting a broader shift in the investment landscape across both the US and Europe. With strong tailwinds from rising international tensions and the US Department of Defense encouraging greater private sector participation, defense has emerged as a high-conviction investment theme.

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