Sectors/Defense & National Security

Helping critical industries stay resilient

Defense and security agencies depend on a supply base of components, communications, and secure facilities that must perform under pressure. We invest in and operate companies within that supply base, and favor those whose products also serve commercial customers, so demand stays steady across budget cycles.

Security now depends as much on factories, networks, and supply chains as on anything a government builds itself. We entered this sector because it sits where several of our other sectors meet, and the value we look for comes from businesses that meet demanding standards and can grow to match demand.

What we do in the sector

Secure infrastructure and facilities

Our subsidiaries develop and operate the environments sensitive work requires, from certified secure buildings to hardened data and communications facilities, with the access controls, backup power, and accreditations that mission-critical programs demand.

Advanced components and systems

We build and back the technologies that serve both commercial and defense markets, from precision-engineered components for aircraft, vehicles, and networks to the integrated systems they enable, giving our companies reach across the full dual-use landscape.

Supply chain security and industrial resilience

Our companies map, strengthen, and diversify the supply chains that critical systems depend on, standing up second sources, new production capacity, and domestic manufacturing where single points of failure put programs at risk.

Cyber, communications, and critical networks

We operate across the full lifecycle of building, defending, and sustaining the infrastructure that hospitals, utilities, public agencies, and defense customers rely on under pressure.

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Our approach is

ADAPTIVE OWNERSHIP

We own, acquire, invest in, and build businesses, and each deal starts with the role the company needs. As your business changes, our role changes with it.

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