Tikehau Capital’s Post

Dive into our weekly news roundup for a closer look at SES's Acquisition of Intelsat! 🛰️ Uncover the strategy and further details driving this $3.1 billion deal. 👇 SES Explains the Strategy Behind its Long-Anticipated Acquisition of Intelsat - https://lnkd.in/enExtQGp SES to acquire Intelsat for $3.1 billion - https://lnkd.in/gzarnGwc Shareholders Approve Yahsat and Bayanat Merger to Create Space42 - https://lnkd.in/gMzMAU6U Astroscale to go public on Tokyo exchange - https://lnkd.in/gKWz7Mie Defence demand pushes Thales orders and sales higher in Q1 - https://lnkd.in/eKB-zHj6 What are your thoughts on these topics? Do any of these stories resonate with the challenges or opportunities you see in the industry? Let us know in the comments! 💬 #newsroundup #newsoftheweek #space #satellite

LPX50 constituent company, Wendel has announced discussions with Safran to exit from the investment in Preligens, a leader in artificial intelligence for aerospace and defense. Preligens provides field-proven AI analytics solutions for high-end imagery, full motion video and acoustic signals to identify objects of military interest using satellite images. The transaction would generate net proceeds of €14.6 million for Wendel, translating into a gross IRR of 28%, subject to the final agreement and regulatory approvals. Wendel is one of Europe's leading listed investment firms. Wendel’s know-how consists in selecting leading companies, making a long-term investment and helping to define ambitious strategies, while implementing a clear, explicit shareholder approach. 🔷 Link to official press release 👉 https://lnkd.in/dizDQ5CF 🔷 Subscribe to Listed Private Equity Barometer published by LPX AG 👉 https://lnkd.in/ex-E8nej   Disclaimer: This content is provided for informational purposes and none of the content here should be construed as financial advice or an offer or solicitation for securities. The content is not intended to provide a sufficient basis on which to make an investment decision. The past performance is not indicative of future results. #privateequity #privatedebt #privatecredit #privatemarkets #alternativeinvestments #investment #investing #infrastructure #listedprivateequity #ai #defence #aerospace

Game Changers LIVE welcomes Silvano Payne, CEO and Publisher at Satnews to discuss the SmallSat Symposium, Feb. 4-6 in Mountainview, California 🚀 The satellite industry is coming to grips with expanding launch capacity, intensifying industry consolidation, increasingly fertile ground for startups due to reduced costs and lowered barriers to entry, and an ever-influential government and military sector stimulating growth and innovation. These and many more topics will be under the microscope at SmallSat Symposium 2025. Click here to watch our newest episode, https://lnkd.in/gWadR4_y #Satnews #SmallsatSymposium #Silvanopayne #RocketLab #Iridium #Viasat

What does it take to drive innovation in the Defense and Space Tech sector? 🎤 Michael Frick, Major from the German Armed Forces Space Command, and Philipp Petrescu, CEO of MVP Factory, share their insights from Mission K – an event designed to push the boundaries of innovation in the space and defense industries. 🛰️  Mission K was initiated by schrittweiter GmbH, the German Armed Forces, and MVP Factory as a groundbreaking platform to shift from brainstorming to real action. With over 30 stakeholders – from startups to key players in the public and private sectors – the event fostered co-creation and diverse perspectives, paving the way for actionable solutions that redefine Germany's SpaceTech landscape. This event serves as a unique meeting point for visionaries, public sector innovators, investors, and entrepreneurs to shape the future of space exploration and technology in Germany. 💡 Excited for the next mission? In 2025, we’ll be launching yet another Mission K. Pre-register now to stay updated and secure your spot in shaping the next wave of SpaceTech innovation. 📩 Click here to sign up and join us on this journey: https://lnkd.in/dhJAEQwi

#𝑹𝒂𝒅𝒐𝒎𝒆 #𝑴𝒂𝒓𝒌𝒆𝒕 𝑷𝒐𝒊𝒔𝒆𝒅 𝒇𝒐𝒓 𝑺𝒊𝒈𝒏𝒊𝒇𝒊𝒄𝒂𝒏𝒕 𝑮𝒓𝒐𝒘𝒕𝒉 𝗦𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗮𝗺𝗽𝗹𝗲 𝗰𝗼𝗽𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗿𝗲𝗽𝗼𝗿𝘁 𝘁𝗼𝗱𝗮𝘆: https://lnkd.in/dXZrSgZV The global radome market is experiencing substantial expansion, driven by advancements in material science and the rising adoption of radar systems across various sectors. As of 2023, the market was valued at approximately USD 2.77 billion and is projected to reach USD 7.48 billion by 2030, reflecting a compound annual growth rate (CAGR) of 15.25% during the forecast period. 𝗥𝗮𝗱𝗼𝗺𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 A radome, a blend of "radar" and "dome," serves as a protective enclosure for radar antennas, shielding them from environmental factors such as dust and rain while maintaining optimal performance. These structures are crucial in various applications, including aerospace, defense, and telecommunications, ensuring the longevity and efficiency of sensitive radar equipment. 𝗖𝗼𝘂𝗻𝘁𝗿𝘆-𝗦𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝙍𝙖𝙙𝙤𝙢𝙚 𝙏𝙧𝙚𝙣𝙙𝙨 𝙞𝙣 𝙅𝙖𝙥𝙖𝙣 Japan's emphasis on technological innovation and its robust defense initiatives have positioned it as a key player in the radome market. The nation's advancements in radar technology and the integration of cutting-edge materials in radome manufacturing underscore its commitment to maintaining a competitive edge in this sector. 𝙍𝙖𝙙𝙤𝙢𝙚 𝘾𝙤𝙣𝙨𝙤𝙡𝙞𝙙𝙖𝙩𝙞𝙤𝙣 𝙞𝙣 𝙎𝙤𝙪𝙩𝙝 𝙆𝙤𝙧𝙚𝙖 South Korea's defense industry is experiencing consolidation, with major companies focusing on mergers and acquisitions to enhance their capabilities. This strategic consolidation aims to strengthen the development and production of advanced radome systems, catering to both domestic and international markets. 𝗞𝗲𝘆 𝗥𝗲𝗰𝗲𝗻𝘁 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁𝘀 The radome industry has witnessed significant mergers and acquisitions aimed at strengthening market positions and expanding technological capabilities. Notably, companies such as Lockheed Martin, Northrop Grumman, and THALES GEOSOLUTIONS GROUP LTD have been active in strategic collaborations to enhance their radome offerings and cater to the evolving demands of the aerospace and defense sectors. #RadomeMarket #AerospaceInnovation #RadarTechnology #GlobalDefense #MarketGrowth #CAGR #RadomeIndustry #AviationAdvancements #MaterialScience #DefenseTechnology #GlobalTrends #IndustryGrowth #RadarInnovation #MarketOpportunities #TechnologicalAdvancements

My personal key takeaways from Apollo’s 2024 investor day: ✨Private markets will take over public markets in scale, premia and as primary capital markets. ✨The more simple the better. The strategy is very clear and understandable. Great motto for life, building businesses and connections. ✨ Ambitious strategy plan underpinned by tailwinds, doesn’t make it as ambitious from an obtainabIity point of view. Timely reminder to set ambitious purposeful goals. ✨ High Performance Culture really matters - teamwork and co-elevation will ultimately drive the success. What are your core values for your team and you embody them? ✨ Whilst there is a destination, even more important to enjoy the journey. Thank you Matthew Breitfelder for sharing yours. ♻️ Got something out of this? Let others in on the good stuff by sharing! 👉🏽 PS I’m Ravi, a corporate finance professional at Apollo Global, Certified Life & Performance Coach, and Wim Hof Method Instructor. I help professionals unlock their full potential and achieve lasting, purpose-driven sustainable success in every aspect of life. Ready to take your growth to the next level? Let’s connect!

Commercially funded satellite investment, government R&D funding for space technology, and expanding ground infrastructure are among key themes accelerating the development of tangible opportunities for M&A buyers in the space sector. The latest article from our Aerospace, Defense & Government Services Group shares near-term trends M&A investors should be watching.

Who's attending? Join us next week in Paris at Europe's largest satellite and space investments event, World Space Business Week. Let's come together, share some croissants, and make an impact. Let us know if you're coming! Au revoir! #WSBW #defensetech #satellite #space #investments #venturecapital #investmebtbanking #mergersandacquistions #syncap #synergycapital

Exploring the Space42 Merger: Implications for UAE’s Aerospace Industry Read more: https://buff.ly/3PYCNhl #Space42 #UAE #AerospaceIndustry #SpaceTechnology #MergerImplications #Innovation #GlobalSpace #TechnologyAdvancement #EconomicGrowth #GlobalLeadership #Collaboration #FutureFrontiers #SpaceEconomy

Novaspace New Report Predicts Growth in the EO Market📈 Novaspace (Merger of Euroconsult & SpaceTec Partners)’s 17th Earth Observation Data and Services Market report projects rapid growth in the EO market, fueled by defense contracts, AI-driven innovations, and regional expansion. Defense EO revenues alone are expected to rise by $1.1B by 2033. 🔎Learn more: https://lnkd.in/eSnsC_rK #SpaceNews #EarthObservation #SatelliteData #AI #DefenseTech #SpaceTech #NovaSpace