The Dakota Research Podcast #12: Investing in Aerospace & Defense – What’s Fueling Investor Momentum

MO_dakota_insights_intro_2 (0;00;10;02)-2

About The Episode

In Episode 12 of the Dakota Research Podcast, we dive into the high-stakes world of aerospace and defense. From major deals like Thoma Bravo’s $10.6B acquisition of Boeing’s digital flight assets to Neuralink’s $500M raise, we spotlight the biggest private market moves this week.

The main discussion unpacks why aerospace and defense are drawing increased private equity interest—from counter-cyclical defense budgets and long-term government contracts to surging investment in space, cybersecurity, and dual-use AI. We highlight key subsectors, investment strategies, and the firms leading the charge, including AE Industrial Partners, Lux Capital, and Veritas. Additionally, we explore recent fund launches and rising interest in private credit and retail access, as the industry adapts to evolving investor demand and geopolitical risk.

LISTEN HERE:

The Dakota Research Podcast #12: Investing in Aerospace & Defense – What’s Fueling Investor Momentum

About The Episode

Address

Products & Services

Resources

Podcasts

Events

Company