At Tikehau Capital, we have expressed a strong belief since the COVID-19 crisis that economic value creation around the world would pivot from the generation of efficiency to the generation of resilience. After decades of low interest rates and globalisation that allowed economic players to optimise their production, supply chains and capital structure, de-globalisation and higher interest rates are pushing these same players to strengthen their robustness by repatriating production close to the consumer, operating with larger equity cushions and investing massively in the creation of resilience.
Cybersecurity, Aerospace and defence are key sectors for protecting our economic model and European sovereignty, which is why we believe it is essential to support their growth through Private Equity.
Publication
Investing in Aerospace, Defence and Cybersecurity through Private Equity