Defense & Security

In a changing geopolitical landscape where sovereignty is a top priority, New Alpha AM has welcomed ALLSTRAT, a team of experts focused on providing growth capital for the defense and dual-use technology sectors. We invest in small and medium-sized enterprises (SMEs) and mid-sized companies that are essential to our strategic autonomy and play a crucial role in strengthening the European industrial and technological base.

Our expertise and our convictions

We believe that financial performance should serve a strategic goal: European sovereignty. By investing private capital in technology and industrial companies, we are addressing defense challenges and helping to build the future champions of a rapidly growing sector.

Our differentiating points

A multidisciplinary expertise

Our team brings together unique and complementary expertise in private equity, industrial asset financing, government relations, and financial structuring. This combination of skills enables us to understand all aspects of the businesses we support.

Exclusive access to the ecosystem

Our position within the defense ecosystem is truly unique. We have built strong, trusting relationships with ministries, state agencies like the DGA, prime contractors, and industrial federations, which gives us access to a steady stream of exclusive opportunities.

An active partnership for growth

We are much more than just a source of capital. We see ourselves as a strategic and operational partner, providing active support in areas such as public affairs, innovation, governance, and access to a high-level network to help accelerate the growth of our investments.

Why the defense sector?

The defense market in Europe is experiencing a historic turning point. In response to an unstable international environment, European countries are significantly increasing their defense budgets, surpassing those of the United States for the first time and creating unprecedented demand. This surge in demand is overwhelming the capabilities of the industrial base, leading to a critical need for private capital to support the growth of these companies.

France, with the largest and most comprehensive defense industrial and technological base in Europe, provides a strategic environment for developing future leaders in the sector, backed by strong government support and solid exit options.

Why with us?

Choosing New Alpha and the ALLSTRAT team means partnering with a group that combines recognized financial expertise with a deep understanding of the defense sector. Our unique position in the growth equity segment allows us to finance a crucial stage in the life of companies, which is often overlooked by traditional investors.

We provide access to a stream of exclusive investment opportunities, often off-market, while incorporating a rigorous ESG approach that addresses sovereignty issues. Our proven value creation plan aims to transform small and medium-sized enterprises into leaders in their respective segments.

Our approach to investment

Company Profile

We primarily focus on innovative small and medium-sized enterprises (SMEs) and mid-sized companies in France and Europe that have a viable business model and significant growth potential.

Preferred sectors

Our expertise focuses on companies that are central to the defense industrial and technological base, as well as on dual-use technologies that support sovereignty.

Type of Support

We offer tailored capital support through minority investments to help finance key stages in the development of businesses

Governance

We take an active, partnership-oriented approach. We engage in governance to provide our strategic expertise and network to support the growth of our investments.