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A&D Weekly News & Transactions - Week 21

Industry Headline News

Germany Orders Rapid Expansion of Cyber and Electronic Warfare Capabilities
May 25, 2025 - German Defense Minister Boris Pistorius has directed a swift expansion of the Bundeswehr’s cyber and electronic warfare forces. The plan includes bolstering defense industrial capacity and procurement speed in response to growing threats. Pistorius emphasized urgency in strengthening Germany’s operational readiness in the digital and electromagnetic domains. (Reuters)

May 23, 2025 - The Department of Defense has increased Palantir’s contract for the SMART system, part of Project Maven, to $480 million. The platform is designed to provide real-time battlefield intelligence by integrating AI, machine learning, and sensor data across domains. Palantir will continue supporting the Army and U.S. Special Operations Command under the extended agreement. (DefenseScoop)

May 23, 2025 - Firefly Aerospace will deliver the United Arab Emirates’ Rashid 2 rover to the Moon’s far side in 2026 using its Blue Ghost lander as part of NASA’s CLPS initiative. The mission, marking the UAE’s second lunar rover effort, follows the failed landing of Rashid 1 in 2023. Firefly will launch the lander aboard a SpaceX Falcon 9 rocket. (Military & Aerospace Electronics)

Boeing Reaches Deal With DOJ to Avoid Criminal Trial Over 737 MAX Crashes
May 23, 2025 - The U.S. Department of Justice has reached a plea agreement with Boeing that allows the company to avoid trial over two fatal 737 MAX crashes. Boeing will plead guilty to fraud and agree to independent oversight and enhanced compliance measures. The deal follows DOJ’s finding that Boeing violated a 2021 deferred prosecution agreement. (Reuters)

Bridger Aerospace Secures 120-Day Task Orders for Super Scoopers in Record Fire Season Response
May 22, 2025 - Bridger Aerospace has been awarded a record-setting 120-day deployment for its CL-415EAF “Super Scooper” aircraft under new task orders. The wildfire suppression missions will span multiple U.S. regions during the 2025 fire season. The company is scaling operations in response to heightened demand for aerial firefighting capabilities. (ASDNews)

U.S. Marines Deploy New Amphibious Combat Vehicle in First Indo-Pacific Operational Mission
May 22, 2025 - The U.S. Marine Corps has operationally deployed its new Amphibious Combat Vehicle (ACV) in the Indo-Pacific region for the first time. Marines from Charlie Company, Battalion Landing Team 1st Battalion, 7th Marine Regiment, 31st Marine Expeditionary Unit conducted a simulated mechanized raid using the ACV at Camp Hansen, Okinawa, Japan. This deployment marks a significant enhancement in amphibious capabilities for the 31st MEU, the only permanently forward-deployed Marine Expeditionary Unit in the U.S. Marine Corps. (Army Recognition)

TAT Technologies Expands MRO Deal for APU Support With Global Cargo Airline
May 21, 2025 - TAT Technologies has expanded its MRO partnership with a major international cargo carrier to provide auxiliary power unit (APU) maintenance for Boeing 737, 757, 767, and Airbus A300 aircraft. The enhanced agreement reflects growing demand for specialized APU support in cargo operations. TAT operates from Israel, the U.S., and Europe, and supports multiple long-term programs globally. (PR Newswire)

Trump Unveils $25 Billion "Golden Dome" Missile Defense Initiative Led by Space Force General
May 20, 2025 - President Donald Trump announced a $25 billion initial investment in the "Golden Dome," a missile defense system designed to shield the U.S. from long-range and space-based threats. Space Force General Michael Guetlein will oversee the project, which is expected to cost $542 billion over 20 years. The initiative has faced scrutiny over potential conflicts of interest involving Elon Musk's SpaceX and concerns from lawmakers about the procurement process. (The Guardian)
Weekly Transaction Review
No. | Parties Involved | Transaction Metrics | Location | Segment | ||
Target [Parent] Acquirer [Parent] |
Price ($M) |
Price/ Revenue |
Price/ EBITDA |
Target | Target | |
1 | Ampsight Vibrint |
- | - | - | Sterling, VA | Cybersecurity, Intelligence Services and Homeland Defense |
2 | Servotronics TransDigm |
$110.0 | 2.4x | nm | Elma, NY | Components & Subsystems |
3 | Maxcraft Avionics Maverick Aviation Group |
- | - | - | Pitt Meadows, Canada |
MRO & Logistics |
4 | VACCO Industries [ESCO Technologies] RBC Bearings |
$310.0 | 2.6x | - | South El Monte, CA | Components & Subsystems |
5 | Quiet Professionals McNally Capital |
- | - | - | Tampa, FL | Cybersecurity, Intelligence Services and Homeland Defense |
6 | GroupSense Cognyte Software |
$9.0 | - | - | Arlington, VA | Cybersecurity, Intelligence Services and Homeland Defense |
7 | West Star Aviation [Sterling Group] Greenbriar Equity |
- | - | - | East Alton, IL | MRO & Logistics |
8 | Gerhard Wegmüller MBS Logistics |
- | - | - | Zurich, Switzerland | MRO & Logistics |
9 | Tekne NUBURU |
- | - | - | Milan, Italy | Land Systems |
10 | Jinxbot Peak Technology Enterprises |
- | - | - | Mountain View, CA | Machined & Cast Parts |
No. | Target Descriptions |
1 | Ampsight is a provider of high-performance cloud, cybersecurity, and machine learning consulting solutions for private sector and U.S. federal government defense, financial, and healthcare markets. The company's capabilities include software, systems And infrastructure; SIGINT operations, research And analytics; high-performance computing; continuity of operations (COOP) planning/business continuity planning; critical infrastructure assessments; reconstitution planning; and alternate site selection/planning. |
2 | Servotronics designs, develops, and manufactures single and two-stage servo valves, torque motors, actuators and other motion control components and sub-systems for aerospace platforms, medical devices, and other industrial applications. The company supports major aerospace platforms, including the Boeing 787, Boeing 737 MAX, Boeing 777X, Airbus 320, Airbus A320 NEO, Airbus A350, Airbus A380, F-35 Lightning II, Gulfstream G650, CH-53K Helicopter, and KC-46A Tanker. |
3 | Maxcraft Avionics is a provider of avionics installation, repair, and engineering services, specializing in custom cockpit upgrades, system design, and global field support for fixed-wing and rotary aircraft. The company offers comprehensive solutions including panel retrofits, wire kit fabrication, and component overhauls for both private and commercial operators. |
4 | VACCO is a designer and manufacturer of specialty valves, filters and advanced fluid control products for defense, space, and commercial markets. The company is ISO 9001:2015 and AS9100D certified for the design, manufacture, photo-etching process and servicing of valve, filters and advanced components for the aerospace, defense, space and commercial markets. |
5 | Quiet Professionals is a provider of intelligence, information technology, machine learning, artificial intelligence and cloud services for private sector and U.S. federal government defense markets. |
6 | GroupSense is a provider of digital risk protection services for private sector and local government entities. The company uses a combination of automated and human reconnaissance to create finished intelligence that is tailored to each customer's digital risk footprint. |
7 | West Star is a provider of maintenance, repair, and overhaul services to the business aviation industry. The company supports airframes from Citation, Challenger, Conquest, Embraer, Falcon, Gulfstream, Global Express, Hawker, King Air, Learjet, and Piaggio. |
8 | Gerhard Wegmüller is a logistics company specializing in time-critical freight forwarding and emergency transport solutions for sectors including aviation, aerospace, pharmaceuticals, and medical technology. The company offers 24/7 services such as Aircraft on Ground (AOG) support, hazardous goods handling, and temperature-controlled shipments. |
9 | Tekne is a developer of industrial, special, and military vehicles as well as integrated electronic warfare and cyber capabilities for private sector and international government defense markets. The company specializes in off-road, heavy-duty, electric, and tactical vehicles for defense applications, such as the Graelion 4x4 multi-purpose vehicle used by the Italian Army and the Shield armored vehicle for personnel transport. |
10 | Jinxbot 3D Printing is a provider of additive manufacturing services specializing in rapid prototyping, creative fabrication, and technical consulting for clients ranging from individual creators to large enterprises. The company offers high-resolution 3D printing using FDM, SLA, and SLS technologies, along with design optimization and personalized support for complex, time-sensitive projects. |
Selected Janes Capital Partners A&D Experience
