Private Equity 3 Hours

Last updated: July 8, 2026, 5:30 AM ET

Defense Sector Investments

Private equity firms are actively scouting opportunities in the defense sector, with Tikehau Capital anticipating its next deal in that space by year-end or early next year. Emmanuel Laillier, a partner at Tikehau, noted that while European defense budgets are rising, this increase primarily reflects production for conflict readiness rather than raw volume. He also suggested that asset mergers are crucial for creating a unified European defense industry capable of meeting evolving demands asset mergers key.