(Aero)space & defense transformation spills over into all layers of society
M&A is surging
Amid rising global geopolitical unrest and growing government budgets, we see extraordinary interest in the broader defense sector. This results in a surge in M&A activity, with both private equity and strategic players stepping up their involvement. The strong interest in a high-end player such as S&T, which recently attracted a majority investment, underscores that momentum.
As defense priorities shift and innovation and local technical expertise become more essential, we see growing demand for highly-specialized and top-notch tech companies with deep domain knowledge and mission-critical capabilities.
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