About Michael Expertise Aerospace & Defense Private Equity Strategy Due Diligence Recent Insights “US defense investment gap reflects market barriers and shortage of investable opportunity, not any shortage of capital—Bain & Company and AIA report,” Press release, September 2026 “The State of Investment in US Defense,” Aerospace Industries Association, September 2026, Report “Will Private Capital and Disruption Reshape the Defense Industrial Base?,” Breaking Defense, April 2026, Article “Defense M&A,” M&A Report, January 2026, Report “Defense Investment at a Turning Point,” Brief, September 2025