Capital raise · Aerospace & Defense

Aerospace & Defense Deals: Family Office Capital Raise Done Right

Raising Family Office Capital Raise on aerospace and defense deals, with the structure protection and capital connectivity an independent sponsor actually needs.

EV range $15M to $200M EV EBITDA $3M to $30M Audience Independent Sponsor
The deal context

The economics on a aerospace and defense platform deal usually hinge on a handful of structural decisions. Family Office Capital Raise is one of them.

The typical aerospace and defense platform sits at $15M to $200M EV with EBITDA in the $3M to $30M range. The thesis runs on tier-two or tier-three supplier consolidation with certifications as moat. Foreign LP capital can trigger CFIUS review on the cleanest of deals. Map the cap table early.

The moves

How Family Office Capital Raise actually gets structured.

  1. Lead with the deal and the structure, not with the firm pitch. Family offices invest in deals first.

  2. Build a Reg D 506(b) or 506(c) deck depending on whether you have a pre-existing relationship.

  3. Confirm accredited or qualified-purchaser status before sharing transactional detail.

  4. Match the LP's preferred check size to the position you can offer in the deal.

  5. In aerospace and defense, layer in ITAR / EAR registration transferred or refiled before close as part of the Family Office Capital Raise workstream.

The common mistake

Pitching family offices the same way you pitch institutional PE. They want shorter conversations and tighter alignment, not a fund deck.

Jason's take
"Family offices are not small institutions. They are sophisticated buyers of single positions. Pitch accordingly."
Jason Powell · Family Office Capital Raise
Capital after close

The deal is one thing. The capital that opens up after close is another.

Refinancing, recaps, growth rounds, and the right strategic conversation eighteen months early are all downstream of relationships that take years to build and minutes to use.

MONTH 18
Senior refi
MONTH 24
Dividend recap
MONTH 36
Growth equity
YEAR 4–5
Strategic exit
WORK WITH JASON

Bring the aerospace and defense deal. Get Family Office Capital Raise done right.

Direct counsel from a securities and M&A attorney with billions in structured transactions, the independent-sponsor-native playbook, and the capital markets network that opens up post-close.