Dakota Research Podcast
The Dakota Research Podcast delivers the most relevant updates and expert commentary on the private fund industry, straight from our in house Research Team. Whether you’re an allocator, consultant, or fund manager, Dakota Research Podcast equips you with the knowledge you need to navigate private markets with confidence and make smarter decisions.
Dakota Research Podcast
The Dakota Research Podcast #12: Investing in Aerospace & Defense – What’s Fueling Investor Momentum
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.
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