Tikehau’s Emmanuel Laillier told PE Hub that the firm is actively pursuing multiple opportunities and that a newputer should close later this year or early next year. Laillier emphasized the firm’s focus on strengthening its pipeline in the defense sector.

The latest NATO summit in Türkiye has prompted European members to raise defense budgets, creating a favorable environment for private‑equity deals. Investors are watching the Kremlin‑aligned meeting closely to gauge how higher spend will translate into market activity.

Laillier highlighted electronics and mechanical components as the most promising segments. These sub‑industries offer steady demand, high barriers to entry, and clear synergies for consolidation or innovation.

For investors, the timing signals a window of elevated valuation multiples and accelerated deal flow. Business leaders should focus on supply‑chain control and technology integration to capture upside. The convergence of defense spending and PE activity may drive long‑term growth in the sector.