our focus

We invest in companies that directly support the U.S. Department of Defense and intelligence community — from mission-critical services and cleared workforce solutions to advanced analytics and operational support. These businesses operate at the intersection of national security and trust, where deep domain expertise, long-standing customer relationships, and the ability to perform in classified environments define competitive advantage. We look for companies with durable contract bases, high barriers to entry, and the operational discipline to scale.

We invest in companies that design, build, secure, and maintain the physical environments the national security mission depends on — including SCIFs, accredited facilities, secure data centers, and specialized real estate. These businesses combine recurring services revenue with hard asset value, creating a differentiated investment profile with built-in downside protection. We look for companies where real estate holdings enhance enterprise value and where facility expertise translates into long-term customer relationships with defense and intelligence end users.

We invest in technology companies that solve hard problems for government and defense customers — including cybersecurity, data engineering, secure communications, and mission-enabling software. These businesses are built on specialized talent and intellectual property, often operating under strict compliance frameworks that limit competition. We look for companies with sticky customer bases, high switching costs, and the ability to transition from project-based delivery to scalable, recurring revenue models.