Investment Focus & Thesis

AE Industrial Partners focuses on aerospace and defense companies with strong fundamentals: Investment Range Equity investments typically ranging from $100M-$500M in companies with enterprise values of $300M-$1.5B+. Sector Focus Aerospace, defense, and national security. Aerospace — Commercial and defense aerospace manufacturing and services Defense — Defense contractors and national security Space — Space systems and satellite technology Mission Critical — Critical infrastructure and security solutions

Notable Portfolio Companies

AE Industrial Partners has built a portfolio of successful aerospace and defense companies: Company Sector Notes Boeing Aerospace Commercial and defense aircraft Redwire Space Space infrastructure AeroVironment Defense Unmanned aircraft systems Arlington Aerospace Aerospace structures Sunrise Defense Defense manufacturing PKC Aerospace Aerospace wiring AE Industrial Partners has completed successful exits through strategic sales to larger platforms and strategic acquirers.

What AE Industrial Partners Looks For

Based on their investment approach, AE Industrial Partners evaluates companies based on: Defense customer base — Proven track record serving defense and intelligence agencies Contract position — Strong position on defense contracts with past performance Security clearances — Relevant security clearances for classified work Growth potential — Clear opportunities for growth in defense spending Technical differentiation — Proprietary technology or intellectual property }> Pro Tip AE Industrial Partners brings deep aerospace and defense expertise and extensive industry connections. They understand the unique dynamics of defense procurement.

How to Connect With AE Industrial Partners

Approaching AE Industrial Partners requires demonstrating defense contracting expertise: 1 Demonstrate Defense Track Record Show proven past performance on defense contracts and strong customer relationships. 2 Build Professional Financials Ensure clean financials with EBITDA of $20M+. Have detailed financial models ready. 3 Show Technical Differentiation Demonstrate proprietary technology and intellectual property position. 4 Leverage Industry Networks Build relationships through industry events and advisors familiar with AE Industrial.

The Value of Financial Preparedness

Companies seeking AE Industrial Partners investment must demonstrate strong financial infrastructure and defense contracting compliance: Financial Metrics • EBITDA and cash flow • Revenue growth trajectory • Contract backlog • Win rates Defense Metrics • Security clearances • Contract types • Customer concentration • Past performance record }> How Eagle Rock Helps We help aerospace and defense companies prepare for AE Industrial Partners investment by building robust financial infrastructure and contract performance tracking.

Frequently Asked Questions