Updated DoDM 5010.12: Impact on DoD Acquisitions

This is a very good article from Defence Connect on the increasing risks around intellectual property theft in defence and aerospace sectors. For startups in particular great care needs to be taken in not only the contractual protection of IP but also the strategic "tools" used to preserve & prevent pilfering. This goes directly to shareholder value of defence and aerospace technology companies - an IP breach can be catastrophic for valuations and eventual deal exists. #CyberSecurityRisk #DefenceIndustry #Mergers #Acquisitions #PrivateEquity #VentureCapital #Deals #Investment #InvestmentBanking #CorporateAdvisory #AerospaceSector #NationalSecurity #CriticalInfrastructure #DefenceTech #AerospaceEngineering #CyberResilience #OperationalSecurity #SupplyChainRisk #DataSovereignty #SovereignCapability #DigitalWarfare #InformationSecurity #RiskManagement #BoardOversight #ExecutiveRisk #Governance #StrategicRisk #TechnologyRisk #DefenceProcurement #AerospaceManufacturing #SystemsEngineering #SecureByDesign #FutureWarfare

📈 Defense M&A is accelerating across all segments, from niche tech start-ups to major OEMs. Here’s what’s fueling the momentum: ➡️ Median valuations of leading defense players jumped from 7.5x to 17x EBITDA NTM (2022–2025). ➡️ Over EUR 800B in EU loans is flowing into defense reindustrialization. ➡️ Private equity and venture capital are scaling exposure to capture long-term value. ➡️ Even in a stable geopolitical environment, structural drivers will sustain growth to 2030. For investors, this is not a short-term spike – it’s a structural change. 🔗 Download the full analysis on European defense M&A trends: https://lnkd.in/dWngyrqt #RolandBerger #DefenseIndustry #DefenseInvesting Manfred Hader Dr. Stephan Baur Andreas Grille Dieter Atzwanger

The APFIT program represents a strategic shift in DoD procurement, targeting the critical transition phase between R&D validation and operational deployment—often called the "third and fourth valleys of death"—with $10-50M direct procurement funding for production-ready technologies from small businesses and non-traditional defense contractors https://lnkd.in/e8nY4-XA

Here's what happened with Palantir the past 24 hours - January 05, 2026 Recent regulatory filings indicated that Palantir officer Ryan D. Taylor filed a Form 144 notice of intent to sell up to 12,000 shares under a prearranged Rule 10b5-1 trading plan. GAM Holding AG reported an increase in its position in the company, growing its stake by 39.0% during the third quarter to a total of 13,788 shares. The U.S. Navy and Palantir have established a $448 million strategic initiative for a Shipbuilding Operating System (Ship OS) to modernize maritime supply chains through 2026. Market analysts have noted that the company is currently scheduled to report its next quarterly earnings on February 2, 2026. #PLTR #Palantir #Technology #Software #sverige #investeringen #aktier #norge #investeringar

This chart may appear overwhelming to many, but to me, it signifies a straightforward truth: decisions made early resonate for decades. Requirements, acquisition strategy, contracting approach, and sustainment planning are not merely "paperwork." They play a crucial role in determining whether a program evolves into a capability or becomes a cautionary tale. Through my experience within this system, I have realized that success in defense acquisition is not about mastering a single aspect of the chart; it is about comprehending how all elements interconnect.

CMP is pleased to announce the close of our carve-out acquisition of Beaufort, the aerospace and defense survival equipment division of Survitec. Beaufort is CMP’s seventh portfolio company in our inaugural $900 million fund.   Beaufort epitomizes our strategy of investing in essential aerospace and defense platforms. We and our partners at Stellex Capital Management will support Beaufort’s next phase of growth as it transitions to a stand-alone enterprise with a focus on portfolio expansion, operational investment, and strategic acquisitions.   We’re pleased that defense industry veteran Raanan Horowitz, a CMP Operating Partner, has become Beaufort’s Board Chair. Raanan has long served the national security of the U.S. and our allies by fostering enduring relationships with global militaries and their industrial bases. https://lnkd.in/exV_x4ya  

The defense landscape in Europe is experiencing unprecedented changes. With increasing threats, evolving alliances, and record investments, the dynamics for defense companies are shifting significantly. Key factors contributing to the surge in mergers and acquisitions include: - European NATO nations are set to increase their defense budgets from USD 516 billion in 2025 to USD 796 billion by 2030, reflecting a 9% annual growth rate. - Company valuations have more than doubled since 2022 due to a rise in new orders. - Investments are pouring in from both public initiatives and private equity, aiming to enhance capabilities. - Achieving strategic autonomy has become essential; it’s becoming a crucial component of Europe's industrial strategy. Defense executives are entering a pivotal decade. The real challenge is deciding who will take the lead. Explore the full insights: https://okt.to/zTupL9 #StrategicAutonomy #DefenseIndustry #RolandBerger

Recent National Defense Authorization Act provisions reinforce what mission owners already know: meeting defense production, workforce, and modernization demands will require deeper engagement with private capital and more effective risk-sharing models. The NDAA explicitly advances priorities that align with the P3 Portal’s mission, including expanded use of public-private partnerships to strengthen industrial capacity, clearer demand signals to support long-term private investment, and acquisition reforms intended to accelerate delivery while supporting innovation. This is more than a legislative update. It reflects a recognition that traditional contracting tools alone cannot meet the scale or speed required. Disciplined partnership structures and repeatable P3 models are now a core part of how the defense industrial base is expected to operate. That is the infrastructure the P3 Portal was built to support.

https://lnkd.in/gbPrS_u7 For anyone who's been in DoD/DoW Acquisition, this is a short but worthy read. "For decades, the department has accepted massive operational risk — fielding some capabilities years late even as adversaries increase their speed of iteration — to avoid any acquisition risk. We’ve prioritized perfect requirements over timely capability, leading occasionally to exquisite systems delivered too late to matter."

CACI International Inc has agreed to acquire ARKA Group, LP from Blackstone Tactical Opportunities-managed funds for approximately $2.6 billion in cash as part of efforts to expand its space-based sensing capabilities and accelerate the delivery of actionable intelligence to warfighters. Read about the acquisition - https://lnkd.in/gpvDZCDd