Strategy

Overview of Investment Strategy

Liberty Hall invests across the totality of the global aerospace and defense industry, including companies serving the aerospace, defense and space end markets. Our research-driven investment strategy focuses on identifying attractive segments for investment within our target end markets. We typically invest $50–$150 million of equity capital over time in control buyouts of middle market businesses. We also selectively pursue significant minority investments and often partner with other investors to execute larger transactions.

We leverage our deep industry knowledge to develop and execute strategic and operational plans to transform middle market aerospace and defense companies into larger, more capable and diverse strategic assets. We seek to execute a repeatable “buy and build” investment strategy designed to accelerate growth through organic investments and strategic acquisitions and, ultimately, to build better businesses.

Building Strategic Assets

Liberty Hall seeks to execute a demonstrated and repeatable playbook to implement a value creation roadmap and build better businesses. We partner with management teams and entrepreneurs while engaging our Operating Advisors, deploying technology to expand capabilities and geographic footprint and utilizing automation to improve efficiency. Through the combination of targeted investments in research and development, strategic add-on acquisitions and deep industry relationships, Liberty Hall accelerates growth, scales platforms and diversifies our businesses’ end markets.