National defense industrial strategy: a guide for investors

An increased role for private equity and others outside the traditional ecosystem has been underlined as an imperative to success.

By Luigi Peluso and Jakob Gattinger, Alvarez & Marsal

With wars in Ukraine and the Middle East persistent, and growing tension in the South China Sea spreading across the Indo-Pacific, renewed focus has been brought to the health of the defense industrial base (DIB). The “last supper” in the mid-1990s ushered in an era of consolidation, capacity cuts and lower investment in the capabilities that conflicts between state actors bring about.

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