Private Equity Floods Into Defense Electronics As Global Conflicts Drive Demand
Published on March 23, 2026.
Private equity investments in defense electronics have surged as global conflicts increase due to recent developments in Iran, Ukraine, Gaza, and other regions. The private equity market saw 27 deals in defense electronic in 2025, a 93% increase from the previous year, and the second-highest deal count going back to 2017. The global defense electronics market is estimated to be around $185 billion in 2025 and is expected to grow by around 5% annually through 2035. Key defense electronics investors include J.F. Lehman & Co, Vance Street Capital, Audax Private Equity, and HCI.
Read Original Article