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The Special Situations Compass · Mar 6, 2025

It’s a Time to Buy & Build for The National Interest

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Tanveer I. Kathawalla · The Special Situations Compass

I'm excited to share my latest article published on Breaking Defense. Now is the time for critical industries to use earlier stage buy and build strategies.

In my analysis, I explore three key dimensions:

  • Strategic defense sector M&A is now a national security imperative, not just a business decision

  • The current geopolitical landscape creates unique opportunities for companies to align acquisitions with defense priorities.

  • Strategic early-stage consolidation can accelerate battlefield deployment of cutting-edge technologies, transforming promising pilots into decisive military capabilities today, not the distant tomorrow.

In the last 5 years, over 2,000 companies have raised almost $100B in venture capital across 14 Defense Department Critical Technology Areas; these companies have the potential to transform legacy industries into leading industries.

Read my full perspective on Breaking Defense.

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Read the original on tanveer.substack.com

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